Dan Shimoda

Are you tired of endless manual checks, approval delays, and glitches in your AP process? Your automation platform should work for you, not against you. By leveraging the power of straight-through processing, TranscendAP's sophisticated platform ensures touchless processing for faster payments, improved accuracy, and efficient approvals—so your team can focus on what matters. Schedule a demo to see if TranscendAP's straight-through processing in action: www.transcendap.com    #Straightthroughprocessing #LevelUpYourAP #AutomationThatWorks #TimeToSwitch #apsolutions #manualdata

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Have you had a chance to check out any of our free templates or ebooks? There is a huge selection to choose from, depending on your specific need or interest. In our ASC 842 Transition Guide, perform a rigorous audit with high customer satisfaction.✨ This ebook explains the details of lease accounting as it applies to auditors: 1️⃣ Perform a rigorous audit with high customer satisfaction 2️⃣ Simplify audit procedures and manage audit scope 3️⃣ Increase audit efficiency and scalability 4️⃣ Simplify future audits 5️⃣ Build a more valuable auditor-client relationship 6️⃣ Ensure effective, ongoing accounting policies Curious to dive in? Check out the link in our comments for more information. 👇 #ebook #freeguide #ASC842 #auditors #netgain

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When assessing your financial reporting and accounting processes, start by making a checklist of what the organization is currently doing, and what it needs to be doing – e.g. are you following a month-end close procedure, do you have a process for reconciling inventory, do you have the dashboards you need to track KPIs? Evaluate the current state of each process on your list, then outline the expectations for the future state, defining what a successful system will deliver. Lastly, prioritize implementation so you can tackle the most critical improvements first. #cfoleadership #businessstrategy #cfoadvisory

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Overwhelmed with audits? POCKET AUDITOR by J3 Audit Group is here to save the day! 🚀 Simplify, organize, and succeed—all from your pocket. 💼✨ Download POCKET AUDITOR now and take your auditing expertise to the next level. Get started today! 📲Now available in the Apple App Store, Google Play Store, and on the J3 Audit Group website. #pocketauditor #parking #j3audit #parkingaudit #garage #revenuecontrol #parkingcontrol #control #propertymanagement #operations #excellence

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Step into the world of financial elegance with our high heel-themed month-end close guide. Discover how the perfect blend of style and precision can transform your closing process. Just like the perfect pair of heels, your accounting team can elevate balance, efficiency, and confidence to new heights. Read the full eBook here: https://lnkd.in/gQ25PTdj #SkyStem #Accounting #Success #Business #Automation #MonthEndClose

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We're back with another Amalgam Template! This one is for the CFOs and FP&A gurus. It's a financial reporting package with formatted statements and a dashboard of financial health. You can download this template as-is or customize it for the specific needs of your clients. Get it here: https://loom.ly/bA0o0Xo #FinancialReporting #FPA #CFO #Accounting #BusinessTools #FinancialHealth

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💰 See your spending in one place To spend wisely, you need to know how much money you have. Budget puts spending data in one place so managers can easily see budget status and make decisions based on complete, accurate, and timely information. 📊 Capture and consolidate data from SAP Concur expense, invoice, travel, and request solutions 👀 See your spend on a single, easy-to-use dashboard ⏱️ Get near real-time visibility of spend and compare against your budget 🔄 Control and adjust budgets based on changing needs #SAPConcur #budget #controlspend #bettervisibility

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Continuous accounting makes closing the books a source of valuable insights, not frustration. Here are some reasons your business should practice continuous accounting and tips to help CFOs switch.

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Did you know that cloud-based inventory systems can update in real-time, allowing for instant financial reporting and insight? This is game-changing for accountants who rely on up-to-the-minute data.

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The best gift for your finance team? Smarter financial reporting. Year-end reporting doesn’t have to mean long hours, manual reconciliations, and endless frustration. With 2025 around the corner, now is the time to adopt smarter processes. On Dec 17 at 1 PM EST, join us for a live webinar to discover how Sage Intacct can: ✅ Eliminate reporting bottlenecks. ✅ Provide real-time financial insights for confident decisions. ✅ Simplify multi-entity and audit-ready reporting. Wrap up 2024 with a solution that sets the stage for a successful new year https://hubs.ly/Q02-D5ZP0 #FinancialReporting #EfficiencyMatters #SageIntacctWebinar

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Connect your favorite accounting software and watch your data come alive in real-time! Build reports, analyze, and visualize your financial performance like never before. Track cash flow, profits, and expenses as they happen. Make data-driven decisions with up-to-the-minute information. Stay ahead of the game with real-time reporting. Visit our website from the link below for more: https://accounting.bi/ #AccountingBI #businessintelligence #automatedreports #financialdata #accountingtips #accounting #finance #multientityreporting #consolidation #business #taxes #bookkeeping #xero #financialanalysis #taxation #financialreporting #financialplanning #businessfinance #smallbusiness #entrepreneurship #accountingsoftware #cloudaccounting #smallbusiness #finance #bookkeeping #financialmanagement #onlineaccounting #businessmanagement #invoices #expenses #payroll

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Building and maintaining a bottom up rolling plan has never been easier. Use Obol’s real-time cash positioning and forecasting capabilities to turn all of your financial data into actionable insights. Don’t wait. Get Obol

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Building and maintaining a bottom up rolling plan has never been easier. Use Obol’s real-time cash positioning and forecasting capabilities to turn all of your financial data into actionable insights. Don’t wait. Get Obol

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Unlock financial success with the right strategies! Learn the six best practices for financial reporting and analysis that can transform your business. From accurate data to insightful analysis, these tips will help you stay ahead.

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Tired of everyone telling you that you need to modernize your accounting services but not telling you how to actually do it? Let us guide you through creating your accounting innovation strategy and developing a plan for upgrading how you provide accounting services using a holistic and time-proven view of your processes and information needs.

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Is Manual AR Holding You Back?  Problem: Late invoicing can disrupt cash flow and hinder your business's growth. Solution: Embrace automation for a more timely approach! By automating your accounts receivable processes, you can streamline essential tasks like sending invoices, customizing emails, and collecting payments—all while ensuring accurate reconciliations. With automation, you’ll reduce delays, improve efficiency, and maintain a steady cash flow, allowing you to focus on what really matters: growing your business! Don’t let manual processes slow you down—switch to automated AR with PayNation today! #PayNation #ARAutomation #Efficiency #BusinessGrowth #CashFlow

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