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5 Steps to Prepare for Technology Planning Season
In our deadline-driven profession, certain times of the year are off-limits for technology changes. Accounting professionals are busy preparing tax returns, performing audits, or helping clients plan for the coming year. For technology professionals, the top priority during the busy season is keeping the lights on and everyone up and running. However, it’s also a great time for technology planning. Getting a head start on planning allows your department to hit the ground runn
Aug 22, 20233 min read


Exciting Things to Look Forward to at ExpensiCon 2023 in Italy
ExpensiCon is this week and will take place in Puglia, Italy, from May 18 to 22, 2023. This invite-only retreat for accounting professionals is an annual event organized by Expensify, a global software company that empowers businesses and individuals with an expense management system and a business credit card. ExpensiCon will bring together accounting professionals and industry leaders from around the world to share ideas, network and learn about the latest developments in t
May 16, 20233 min read


Including Your Solution Provider in Your Processes
What do you think of the solution providers that deliver technology to your firm? Are they merely vendors that want to sell you products you may or may not want to buy? Or are they strategic business partners—a resource of knowledge and experience you can tap into when making technology decisions or working through process improvements? When we work with firms to ensure their processes are consistent, efficient and focused on client value, we encourage involving their solutio
May 4, 20233 min read
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