E78 Partners

SEPTEMBER 27, 2024

Data privacy and security are at the forefront of concerns for most organizations. Information security can be especially complex to implement and monitor across portfolio companies and sponsors. This is why SOC 2 compliance is critical. At E78, we understand the gravity of this responsibility.

Compliance 59

Compliance Securities Leadership Prioritization 59

Bramasol

MAY 13, 2024

Discover how SAP solutions lay a solid foundation for audits and next level PCAOB or AICPA compliance reviews. Overview of the PCAOB and AICPA The Public Company Accounting Oversight Board (PCAOB) is a regulatory body established by the Sarbanes-Oxley Act of 2002 in response to corporate accounting scandals like Enron and WorldCom.

Auditing 83

Auditing Compliance SAP Accounting Standards 83

https://trustedcfosolutions.com/feed/

JUNE 14, 2022

Cloud-based Accounting Solutions deliver the deepest and broadest accounting capabilities across the board, from payroll and HR to inventory tracking, tax filings, and currency conversions across multiple industries, designed to scale your organization and accelerate your business success. Enhanced Security. Fast Consolidations.

Accounting 98

Accounting Compliance Currencies Securities 98

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

The Charity CFO

APRIL 20, 2023

How can nonprofit accounting software help your organization with efficiency? In today’s digital age, technology has revolutionized almost every aspect of business operations, including accounting and finance. For-profit companies have long used accounting software to track their financial transactions and monitor their bottom lines.

Nonprofit 98

Nonprofit Accounting Accounting Standards Budgeting 98

E78 Partners

SEPTEMBER 27, 2024

Data privacy and security are at the forefront of concerns for most organizations. Information security can be especially complex to implement and monitor across portfolio companies and sponsors. This is why SOC 2 compliance is critical. At E78, we understand the gravity of this responsibility.

Compliance 52

Compliance Securities Leadership Prioritization 52

PYMNTS

SEPTEMBER 24, 2020

Reducing fees for remittances might push price points low enough that more consumers could resume sending money home, though, and some researchers believe that money transfer service providers could make such price adjustments if they are able to reduce their own expenses through more robust and cost-effective regulatory compliance measures. .

Compliance 89

Compliance Banking Economics Securities 89

PYMNTS

NOVEMBER 10, 2020

Atlanta payments encryption firm Bluefin is partnering with New York mobile payments processor PAAY to advance eCommerce security. Founded in 2007 by Miles and John Perry, who serves as chief executive officer, Bluefin specializes in encryption and tokenization payment and data security. . Each $1 of fraud costs retailers $3.13. .

eCommerce 93

eCommerce Securities Compliance Technology 93

Bramasol

APRIL 15, 2024

In this new post, we get more granular to provide an update on how AI and Gen AI can enhance productivity, insights, and results in finance applications such as order-to-cash to compliance (OTC 2 ), along with a look at how new SAP AI initiatives are key to this transformation. As with Scenario One, unified and consistent data will be key.

SAP 82

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 82

PYMNTS

DECEMBER 10, 2020

Bitcoin is one of the most famous names in the cryptocurrency space, accounting for $6 billion in daily transactions among 153 million registered user addresses. Enforcing AML/KYC Compliance At Cryptocurrency Exchanges. Cryptocurrency is one of the fastest-moving industries in the digital world, with a market that was valued at $1.03

Compliance 88

Compliance Treasury Currencies Leverage 88

PYMNTS

JANUARY 22, 2021

Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management. The firm connects small businesses with real-time financial data to manage accounting and cash flow. Accounting automation company Georges, based in France, landed $42.4

B2B 81

B2B Securities Startups Investments 81

Bramasol

JULY 22, 2023

Previous posts in this blog series o n Environmental, Social and Governance (ESG) and carbon accounting have spotlighted carbon accounting as a trend to watch , looked at ESG impacts on M&A , and tracked the emergence of new ESG standards.

IFRS 81

IFRS Accounting SAP Compliance 81

CFO Leadership

OCTOBER 10, 2023

AI in the “Real World” While these powerful tools seem to have a near mastery of natural language communication, they are not necessarily designed to possess many of the skills required by finance and accounting professionals. However, they still have a place in corporate finance and accounting.

Accounting 95

Accounting Finance Auditing IFRS 95

Bramasol

MARCH 24, 2022

This important issue was previously explored last year in Are You Ready for "Carbon Accounting" Compliance? A subsequent blog post specifically addressed How Can Carbon Accounting Impact the Value of M&A Deals? Securities and Exchange Commission (SEC) has been actively involved in the ISSB technical readiness working group."

Accounting 75

Accounting SAP Analyzing Data IFRS 75

CFO News Room

FEBRUARY 1, 2023

However, that rule was drafted in an era where most paid referral relationships were between individuals, such as a financial advisor who paid a third-party accountant to refer clients their way. These requirements include ensuring that promoters are eligible to receive compensation for testimonials or endorsements (i.e.,

Marketing 130

Marketing Advertising Compliance Investments 130

Nerd's Eye View

JUNE 5, 2024

If they want to continue to grow and increase their capacity, they'll need to make several important decisions and address a plethora of legal and compliance requirements not only to avoid potential legal issues but also to ensure that their business will continue to operate smoothly.

Compliance 64

Compliance Leadership Securities Investments 64

The Charity CFO

APRIL 5, 2023

In order to confidently run your organization, it’s important to have a strong understanding of nonprofit compliance requirements. In addition to the many struggles of running a business, nonprofits have additional hurdles to overcome as it relates to their mission, employment strategy, accounting, and compliance.

Nonprofit 52

Nonprofit Compliance Auditing Accounting 52

CFO Plans

MAY 2, 2024

When it comes to revolutionizing your financial management, finding the right accounting partner is a critical decision. This introspection will guide you towards the ideal accounting partner that aligns with your unique needs. Look for an accounting partner that values open communication, responsiveness, and proactive problem-solving.

Accounting 52

Accounting Problem Solving Communication Compliance 52

VCFO

JULY 22, 2022

ASC 842 is a new accounting standard set forth by the Financial Accounting Standards Board (FASB). These impacts will include major changes to accounting practices and financial reporting, as well as increased scrutiny of contracts, service agreements, and all leases starting now and moving forward. A Lease or Not a Lease?

Accounting 75

Accounting Accounting Standards Economics Advertising 75

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Securities 96

Securities Investments Planning Banking 96

Future CFO

JANUARY 22, 2024

The accounting industry is undergoing profound transformation due to rapid technological advancements across all sectors in the market. Changes from manual record-keeping to sophisticated software solutions has undeniably shifted the accounting landscape, bringing in an era of heightened efficiency and accuracy.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. Purpose of the Role The controller ensures financial reporting compliance and accuracy while preventing and detecting fraud. A CFO is innovative, high-level, and less detail-oriented.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

CFO Plans

OCTOBER 9, 2024

As businesses expand, especially within the financial services sector, the intricacies of tax compliance can become a formidable challenge. The stakes are high, with severe repercussions for non-compliance, but these challenges also present immense opportunities for optimization.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CFO News Room

DECEMBER 16, 2022

Job security is always a concern when choosing a career, but some fields are more recession-proof than others. They may work in various industries, such as investment firms, accounting firms, banks, or the government. Chief Compliance Officer. Senior Accountants. Average salary: $114,832 per year. Financial Examiner.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

PYMNTS

JANUARY 8, 2021

billion during a financing round in September and has more than 13 million user accounts, said Bloomberg. 16, Massachusetts securities regulators filed a complaint against Robinhood alleging that the company aggressively marketed to inexperienced investors and failed to implement controls to protect them, violating state laws and regulations.

Compliance 145

Compliance Communication Retail Startups 145

PYMNTS

DECEMBER 29, 2020

With it, financial institutions need to strengthen their compliance to mitigate the risk of running afoul of the law. Certainly, the use and availability of cryptocurrencies is another emerging area that is contending with its own unique set of compliance issues, but it is also one Wingert said appears to be closing gaps in regulation.

Compliance 108

Compliance Prioritization Securities Banking 108

Global Finance

SEPTEMBER 25, 2024

These include account lifecycle management integrated with customers’ treasury systems, a central cash management hub for payments and reporting, and group-wide, near-time cross-border payments. Regulatory shifts, such as Instant Payments and ISO20022 migration, mandate enhanced compliance and speed.

Banking 98

Banking Cash Management Compliance Currencies 98

CFO Plans

MAY 16, 2024

One of the most transformative tools available is SaaS-based accounting software. Here’s how SaaS accounting software is revolutionizing financial management and why it’s essential for CFOs. This is particularly beneficial for small businesses and startups that need robust accounting capabilities without the hefty price tag.

Accounting 52

Accounting Compliance Manufacturing Financial Data 52

PYMNTS

SEPTEMBER 17, 2020

SWIFT , a global provider of secure financial messaging services, announced Wednesday (Sept. SWIFT said its platform will improve interactions between financial institutions, optimize speed and provide transparency and predictability from one account to another anywhere.

Compliance 139

Compliance Leverage Accounting Planning 139

CFO News Room

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself.

Treasury 130

Treasury Compliance Investments Accounting 130

https://trustedcfosolutions.com/feed/

JULY 19, 2022

QuickBooks is recognized for being a great basic accounting tool, and it is used by a lot of small businesses because it is user-friendly and affordable. Still, it is not an accounting solution that can handle business processes apart from financials. Sage Intacct is a cloud-based accounting solution that offers much, much more.

Accounts Payable 113

Accounts Payable Auditing Accounting Securities 113

Future CFO

OCTOBER 22, 2023

Cloud accounting is rapidly gaining popularity among chartered accountants as digital technology advancements and the growth of cloud computing continue in today's world, posing opportunities for companies for innovation. The post Cloud accounting as the next step for chartered accountants appeared first on FutureCFO.

Accounting 52

Accounting Auditing Compliance Technology 52

Future CFO

JANUARY 26, 2024

The outcome is boosted efficiency, increased accuracy, cost reduction, and stronger supplier relationships—a game-changer in Accounts Payable that allows finance leaders to navigate uncertain economic conditions and elections with confidence. This proactive approach enhances security and prevents financial losses.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Accounting Invoicing 52

The Charity CFO

MARCH 31, 2023

They are actually useful tools to ensure that an organization is in compliance and can also be used to identify potential problems before they become too big. The IRS does not require nonprofit audits in most cases, however, they may periodically request an audit (examination) or a compliance check.

Nonprofit 98

Nonprofit Auditing Compliance CFO 98

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Technology 85

Technology Compliance Securities Planning 85

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

The Charity CFO

MAY 6, 2022

You could even find yourself in worse shape than if you’d never secured the funding. The Uniform Grant Guidance (UCG) outlines these rules that recipients of federal grants must follow to maintain compliance; and penalties for non compliance can be severe. Do I need an audit to secure federal grant funds?

Nonprofit 119

Nonprofit Auditing Financial Systems CFO 119