Paula Marsh

1 more week!! You can still register for a FREE livestream ticket. ✅ Watch 15 main stage sessions online ✅ Grow your Excel skills, learn modern FP&A best practices, and more. ✅ Get an exclusive look at ✨Vena Copilot for FP&A ✨ ✅ Gain access to 100 CPE/CPD credits in Vena Academy (and 40 FREE Excel templates) ✅ Earn a Microsoft Technical Finance certification #ExcelerateFinance2024

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❗ Business owners and finance professionals: Did you know that a staggering 28% of organizations experienced payment fraud last year? Don't let your company fall victim to human error and BEC. Learn how to safeguard your business with automation and advanced processes. Read the full report for valuable insights.

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Hope you are having a great day! Go grab some coffee if you need it. 😃☕️ If you need something with coffee I recommend pairing it with some Accounting Couture videos. #accountingandaccountants #financeandaccounting #coffee

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Top 10 Benefits of AP Automation: ⏰ Time Savings: AP automation eliminates manual data entry and paper-based processes, saving time for AP professionals. 💰 Cost Reduction: By reducing manual work and paper-related costs, AP automation leads to cost savings. 📊 Improved Accuracy: Automation ensures accurate data capture, minimizing errors associated with manual data entry. 🚀 Faster Processing: Automated workflows and approvals speed up the entire AP cycle, enabling faster payments. 📑 Enhanced Visibility: Real-time visibility into invoices, payment statuses, and financial metrics empowers informed decision-making. 🔒 Stronger Controls: Automated approval workflows enforce compliance and reduce the risk of fraud. 🔄 Streamlined Workflows: Automation optimizes invoice routing, approvals, and exception handling, reducing bottlenecks and cycle times. 📧 Electronic Communication: AP automation enables electronic communication with vendors, improving collaboration and efficiency. 🌐 Integration with ERP: Seamless integration with ERP systems provides a unified view of financial data and streamlines processes. 💡 Strategic Insights: Advanced reporting and analytics offer valuable insights for spending patterns, supplier performance, and cash flow management. Top Vendors: Kanverse: Kanverse offers competitive pricing and advanced OCR technology for accurate data extraction. Their customer service is responsive, and they provide seamless integration with ERP systems. The payment portal ensures secure and efficient payment processing. Esker: Esker provides flexible pricing options and reliable OCR technology. They are known for excellent customer service, offering dedicated support. Integration with ERP systems is strong, enabling smooth data exchange. Their payment portal streamlines payment management. Yooz: Yooz offers competitive pricing plans and advanced OCR technology. They provide responsive customer service and seamless integration with ERP systems. The user-friendly payment portal facilitates efficient payment processing. Bill.com: Bill.com offers pricing plans suitable for small businesses to enterprises. They employ robust OCR technology and provide responsive customer service. Integration capabilities with ERP systems are strong. Their intuitive payment portal simplifies payment processing. These vendors have been briefly commented upon, but it's recommended to directly contact them for accurate and up-to-date information on pricing, features, and customer experiences. Do you have AP automation today?  What do you struggle with?  How can I be of assistance.  Let’s chat!  Comment, like and share!!! #buildabettertomorrow #processimprovements #accountspayable

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https://lnkd.in/gY2SW5xR Really good tax breakdown here on Tax rules. Welcome any thoughts or feedback in the comments. #Taxes #IRS

Taxpayers who typically choose to take the itemized deduction over the standard deduction are those with significant deductible expenses. Examples: ⭐ Homeowners with a mortgage.  ⭐ Individuals with high medical expenses. ⭐ People who have made significant charitable contributions. Other itemized deductions: ✔️State and local taxes: You can deduct state and local income tax, and property taxes up to a certain limit. ✔️Investment interest: You can deduct interest paid on loans used to purchase investments up to a certain limit. ✔️Casualty and theft losses: You can deduct losses from damage or theft of property not covered by insurance up to a certain limit. It's important to keep detailed records of all itemized deductions to ensure you can support your deductions in the event of an IRS audit. ⭐ Having a great accountant will ensure that you know what kind of deduction is best for you to take. Have a question about this or a different tax-related matter? Feel free to reach out! #shomercpa #tax

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Staying on top of your federal and state tax obligations is crucial. Regular reviews of your tax position and financial status can help you avoid year-end surprises. Don’t wait—download our 2024 Mid-Year Tax Planning Checklist for Individuals. It’s designed to help you spot tax planning opportunities, make small adjustments, and confidently optimize your tax situation! #TaxPlanning #FinancialWellness #MidYearReview

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Staying on top of your federal and state tax obligations is crucial. Regular reviews of your tax position and financial status can help you avoid year-end surprises. Don’t wait—download our 2024 Mid-Year Tax Planning Checklist for Individuals. It’s designed to help you spot tax planning opportunities, make small adjustments, and confidently optimize your tax situation! #TaxPlanning #FinancialWellness #MidYearReview

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