Aug 26, 2019 | CPAs & Accountants, Customer Success, Salesforce Account Executives
Harnessing modern, cloud-based software like Salesforce and Accounting Seed, Ayo & Iken Attorneys and Advocates have secured and grown their legal practice. Have you ever heard someone make the claim, everything comes easy to me? For Howard Iken, founder and...
Aug 26, 2019 | Accounting Insights, C-Suite, CPAs & Accountants, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Businesses handle sales transactions on a near-daily basis and under the sales umbrella is managing accounts receivable. The difference between good and bad accounts receivable management is often a deciding factor between good and bad debt. Like other sales and...
Aug 20, 2019 | C-Suite, CPAs & Accountants, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
They say it takes a village to run a business, but this village is supported by business applications. Any given business, based on their industry or business model, will use multiple business applications to manage operations. While it’s important to avoid relying on...
Aug 19, 2019 | Business Trends, CPAs & Accountants, Partners, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Redefining how your team views and utilizes accounting data is instrumental in fully harnessing the collaborative potential of a CRM like Salesforce. But why? Because everything in business touches accounting. Therefore, having a 360-degree understanding of your...
Aug 12, 2019 | Accounting Insights, C-Suite, CPAs & Accountants, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Many businesses across the country still accept paper checks as a form of payment. And while this form of payment remains a “go-to” for many individuals, it actually slows down the efficiency of your business while also putting your growth and security at risk....
Aug 9, 2019 | C-Suite, CPAs & Accountants, Product News, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Sage Financials Pulled from Salesforce AppExchange In February 2018, Sage announced they would no longer sell Sage Financials to new customers in order to focus on Sage Intacct. Not too long after in 2019, Sage Financials was pulled from Sage’s website and the...
Aug 9, 2019 | Business Trends, C-Suite, CPAs & Accountants, Partners, Salesforce & IT Admins, Salesforce Account Executives
Author: Tony Zorc, CEO & Founder of Accounting Seed Planning to start your own tech company? Being the leader of any business entails a lot of responsibility, and though you may have a specific concentration, you inevitably become a jack-of-all-trades. Being a...
Jul 29, 2019 | C-Suite, CPAs & Accountants, Partners, Salesforce & IT Admins, Salesforce Account Executives
Imagine driving a car without a dashboard that allows you to view crucial information like current speed and fuel or oil levels. Not only will you not be able to drive your car effectively, but you could end up stranded or even blowing out your engine. The same...
Jul 24, 2019 | Business Trends, C-Suite, CPAs & Accountants, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Every business needs financial reporting software. Yes, even yours! There’s no shortage of accounting software and almost all of them offer financial reporting – so how do you choose the right one? Well, details are everything in financial management. To...
Jul 22, 2019 | CPAs & Accountants, Salesforce Account Executives, Technology Innovation
Making the best financial decisions for your business is essential for stability and vertical growth. Therefore, having the right accounting software is vital for the decision-making process needed to effectively pilot your organization. The value of an accounting...
Jul 1, 2019 | Accounting Insights, Business Trends, C-Suite, CPAs & Accountants
How does one remain on target for sales goals or assess how effectively your company handles revenue and expenses? The answers lie within your statement of cash flow. One of the most effective measures of your company’s overall financial health, being able to analyze...
Jun 21, 2019 | Accounting Insights, C-Suite, CPAs & Accountants, Partners, Salesforce & IT Admins, Salesforce Account Executives
Summer’s here! Perhaps you have vacation plans, travel, or general downtime away from the finances lined up. Why not do all of these things with a book in your lap or while listening to it on audio? In addition to novels and guilty-pleasures, consider reading some of...
Jun 17, 2019 | Accounting Insights, Business Trends, C-Suite, CPAs & Accountants, Partners, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Robotics Processing Automation, or RPA, is becoming a central focus in the automated accounting world. As businesses look to be more agile and decisive in decision making, automating key processes like accounting provides a way to get the best data faster. According...
Jun 12, 2019 | Accounting Insights, C-Suite, CPAs & Accountants, Partners, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Our fast-paced business world demands collaboration and connectivity to meet rising customer demands. Achieving this usually requires system integrations to link your business apps into a streamlined management system. The benefits of connectivity throughout your...
Jun 10, 2019 | Accounting Insights, Business Trends, C-Suite, CPAs & Accountants, Partners, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Spreadsheets can be a powerful tool, enabling you to process large amounts of data in an organized and highly visual way. Analysis is easier due to their flexibility – just think about pivot tables and other display features like bar graphs, line graphs, and...
May 29, 2019 | Accounting Insights, Business Trends, C-Suite, CPAs & Accountants, Partners, Salesforce Account Executives, Technology Innovation
Accounting today is faster and less labor-intensive than ever before. Besides industry trends and reporting requirements, financial professionals must also be adept in the newest accounting tech. Data management and analysis are increasingly becoming a greater focus...
May 22, 2019 | Accounting Insights, C-Suite, CPAs & Accountants, Product News, Salesforce & IT Admins, Technology Innovation
What is a Chart of Accounts? To review, a chart of accounts refers to a list of organizational tags in the company’s general ledger. When designing a chart of accounts, you’re simply creating a system of data tags to classify and categorize the transactions throughout...
May 13, 2019 | Business Trends, C-Suite, CPAs & Accountants, Partners, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Are you looking for practical accounting tools? Do yourself a favor and steer clear of ‘free’ or ‘cheap’ accounting software. Accounting programs that advertise as ‘free’ or ‘cheap’ online accounting software will only add to your frustrations. So, let’s...
Apr 22, 2019 | Accounting Insights, C-Suite, CPAs & Accountants, Partners, Salesforce & IT Admins, Salesforce Account Executives
Your business is right on the cusp of success, and you can taste it. Up until this point, your accountant has been using QuickBooks to track your expenses and other banking activity, and, so far, it’s been managing your cash flow just fine. But, the company needs to...
Apr 1, 2019 | Accounting Insights, CPAs & Accountants, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Your employees are thanking you because you’ve decided to streamline your business by investing in Salesforce – but welcoming your company to the 21st century doesn’t stop there. All of a sudden you realize you need new accounting software. As it happens though,...
Mar 12, 2019 | Accounting Insights, CPAs & Accountants, Salesforce & IT Admins, Salesforce Account Executives
Throughout every industry, working with projects involves managing several layers of challenges, as leaders must balance achieving goals while remaining within budget. Any given project will have multiple components and deliverables, but what connects them all is...
Mar 6, 2019 | Accounting Insights, CPAs & Accountants, Salesforce Account Executives
Ah, tax season. It is upon us. You’ve heard of the “April 15” date for personal tax returns. But most small, growing businesses have another form looming over them – the Schedule K-1 form. Here’s what you need to know about the Schedule K-1. What is a Schedule...
Nov 12, 2018 | C-Suite, CPAs & Accountants, Salesforce Account Executives, Technology Innovation
We all know that groceries such as milk and produce have expiration dates, but so does the accounting data that guides your business. While it is important to keep a record of your transactions and bookkeeping, accounting data still has a shelf life. You wouldn’t use...
Feb 12, 2018 | Accounting Insights, C-Suite, CPAs & Accountants, Salesforce Account Executives
One of the biggest stumbling blocks a person endures when navigating in Accounting is simply the field’s terms and jargon. And when you factor how these terms apply to your business management systems, it is easy to get lost in their translations. Here are...
Oct 18, 2017 | C-Suite, CPAs & Accountants, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
A common system conundrum Nonprofit organizations often face is how to best tie their relationships or donors to their accounting data. Regardless if your organization tracks grants or donations, its contacts, fundraising, and back office data do not have to be...
Sep 5, 2017 | C-Suite, CPAs & Accountants, Salesforce & IT Admins, Salesforce Account Executives, Technology Innovation
Month end reporting is a task many of us dread. While your accounting software may have the tools to process financial results, you may still find yourself tirelessly cross-checking revenue and expenses between multiple business systems. The time it takes to audit,...
Aug 21, 2017 | C-Suite, CPAs & Accountants, Technology Innovation
What is the most efficient way to manage company data? While front and back offices have different functional requirements for tracking performance, Sales, Accounting, and Inventory information does not have to be sourced from multiple databases or software systems....
Jul 19, 2017 | C-Suite, CPAs & Accountants, Technology Innovation
Last month, Salesforce launched its highly anticipated Summer ‘17 Lightning Release. As with every Lightning release, I am compelled to test drive it to see how the back office and Accounting Seed can benefit from the enhanced UI experience. Below are six features in...
Jun 5, 2017 | C-Suite, CPAs & Accountants, Salesforce & IT Admins, Technology Innovation
Let’s face it, we have a slew of data we track and manage on a daily basis. When it comes to maintaining accurate books, accounting information has to be recorded and updated in a timely manner. From journal entries to budgets, applications like...
Feb 27, 2017 | CPAs & Accountants, Product News
Bookkeeping. It’s a necessary evil for every business. Regardless of the software and resources utilized, proper processes should be put in place to ensure finances are managed efficiently and recorded in a timely manner. When it comes to software for improving back...
