Category: Technology

Online Bill Payment Systems (part 2)

In the prequel to this post, we discussed traditional accounts payable and bill payment systems as well as their downsides. For part two, we’ll highlight an effective system for small businesses as well as common concerns people have when considering implementation. This example will follow one accounting system (QuickBooks) and one bill payment system (Bill.com), […]

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Online Bill Payment Systems (part 1)

While it is always a good time to evaluate systems and look for efficiencies and process improvements, now more than ever it makes sense to consider a switch to an online bill payment system. A traditional accounts payable function often looks like the following: A vendor invoice is received in the mail and entered in […]

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Selecting an Accounting System – Add-on Applications and System Features

In this series of articles, we are going to offer some practical advice for how to build a best-in-class accounting and finance function. The first few articles will cover accounting system selection. This article will specifically touch on features and add-on applications, as it relates to selecting an accounting system. Selecting a new accounting system […]

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  • Technology
  • by Kevin Brager
  • onJanuary 2, 2019
  • 0 Comments

Play Speed – Improving Online Training

As a CPA it is both a regulatory requirement and a strategic necessity to complete continuing education. But with all the content out there, it can be difficult to choose what content to watch when looking for online training and webinars. I personally prefer reading over watching or listening to content, but audio and video […]

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Selecting an Accounting System – Implementation

In this series of articles, we are going to offer some practical advice for how to build a best-in-class accounting and finance function. The first few articles will cover accounting system selection. This article will specifically touch on implementation issues as it relates to selecting an accounting system. Three key considerations when thinking about accounting […]

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Selecting an Accounting System – System Structure

In this series of articles, we are going to offer some practical advice for how to build a best-in-class accounting and finance function. The first few articles will cover accounting system selection. This article will specifically touch on system structure as it relates to selecting an accounting system. One topic that will most likely come […]

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Selecting an Accounting System – Pricing & Cost

In this series of articles, we are going to offer some practical advice for how to build a best-in-class accounting and finance function. The first few articles will cover accounting system selection. This article will specifically touch on pricing and cost as it relates to selecting an accounting system. The first comment we will make […]

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  • Technology
  • by Kevin Brager
  • onDecember 17, 2017
  • 0 Comments

Excel Tips & Tricks – Keyboard Shortcuts

If you spend a chunk of your time each day on Microsoft Excel like we do, you probably know how much time you can save by utilizing some of the keyboard shortcuts within Excel. This is of course not an all-inclusive list, but the following are some shortcuts we have found to be the biggest […]

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  • Technology
  • by Kevin Brager
  • onNovember 27, 2017
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Excel Tips and Tricks – Using the VLookup Function

In our last Excel Tips and Tricks article we discussed how to create a PivotTable. In this edition, we are going to explore another powerful tool, the VLookup function. For this example, we are going to revisit our dataset from the last article, which showed us each of our employees, their department, their location, and […]

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  • Technology
  • by Kevin Brager
  • onNovember 6, 2017
  • 0 Comments

Excel Tips and Tricks – Using PivotTables

One of Excel’s most powerful tools for analyzing financial and operational data is the PivotTable function. The following shows how to create a PivotTable and illustrates some of the functionality of the tool. The below image is our initial data set. It shows each of ABC Company’s employees, their department, the office location they work […]

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