When most people think of automation, they think of greater efficiency — and to be sure, that’s one of the biggest reasons to automate time and resource intensive processes. But these digital tools can offer benefits you might not have considered, especially when you use solutions from Avalara to manage tax and other regulatory obligations.…
In the ever-evolving realm of business, adaptability is the cornerstone of success for finance leaders. As the horizon of 2024 approaches, the call for agility, and efficiency grows stronger. The partnership between Velosio and KwikTag by Paymerang is an exemplary testament to addressing these challenges head-on, particularly in the domain of invoice management. KwikTag by…
An organized and controlled GL period close is essential to the completion of accurate financial statements. Accurate statements are critical in expense control analysis and support informed financial decisions. An accounting year is based on a number of accounting periods. Though monthly accounting periods are usually the norm, accounting periods do not need to be…
Admittedly, there’s a lot of overlap between “quoting and billing” and accounting, finance, and time-tracking solutions. Often, field service providers start with one platform that covers most of their bases, but may need additional modules or ISV solutions to fill very specific gaps. For example, both field- and project-based work come with some unique challenges…
Client Overview Founded in 1984 in Pelham TN, Freedom Tree Farms, provides America’s largest retail corporations, fruit growers, top garden centers, wholesale nurseries, and more with numerous varieties of the highest quality bareroot and container-grown fruit trees and berry plants. The exception in the industry, Freedom Tree Farms grows buds, and grafts its trees on…
Client Overview DreamFields, the parent company of the popular cannabis brand Jeeter, began in California as a shared dream between three executives. With headquarters in Desert Hot Springs, CA, Dreamfields is constantly looking for ways to expand and improve upon the dream. DreamFields has teamed with the finest cannabis industry operators, partners, consultants, and professionals.…
Processing bank transactions is an important company activity. Businesses receive and disburse cash and checks daily. Accurate and controlled cash processing assists the company in determining its open Accounts Receivable (AR) and expected cash receipts, Accounts Payable (AP) check processing and upcoming cash obligations and in forecasting it’s cash position. Accurate and timely transaction processing…
Accounting software is typically a company’s first big investment in their digital strategy. And, field service providers are no exception. Because, well, there are no exceptions. It doesn’t matter what you sell, who you sell to, or how, exactly, you generate value, everything links back to the bottom line. It only follows that building your…
A lot of new ERP implementations come about due to financial reporting issues. More often than not, financial reporting difficulties can be traced to a Chart of Accounts (COA) which no longer meets the company’s needs. This situation results from the following: The original COA design did not allow for future growth. For example, account…
Your top retail customer calls in for pricing and availability for 500 white wedding hydrangea shrubs. The sales rep isn’t sure what’s available and asks if it’s OK to call the customer back. The customer is a little miffed as they’re under pressure to find the shrubs but says they’ll wait for the call. The…
