Best Practices for Managing and Automating Reconciliations

Jaysen Dyal, a Product Marketing Manager with FloQast, hosts Aric Jonstone, an Accounting Advisory Director with CrossCountry Consulting, and Marissa Johnson, an Audit Managing Director with KPMG, as they break down the key factors in preparing for a successful audit.

Representatives from the Effect us Group meet with FloQast’s Accounting Operations Evangelist, Stefan van Duyvendijk, to explore and dive into the 5 steps to streamlining your financial close. Recorded September 2023.

Pope, author of Fool Me Once, Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry, a riveting look at the perpetrators, victims, and whistle-blowers behind financial crimes, will talk about the revelations of her book, key lessons, and takeaways, and how she was able to become closer with so many white-collar felons than anyone ever has before. She shows fraud in action, uncovering what makes perpetrators tick, victims so gullible, and whistle-blowers morally righteous. Pope will inspire you to question your preconceived notions about fraud and challenge your beliefs about yourself and others.

This course offers a concise, practical guide to adopting ASC 842, the new lease accounting standard. It covers key differences from ASC 840, focusing on the capitalization of operating leases as assets and liabilities. Participants will learn Day 1 accounting, lease classification, and practical expedients to streamline the adoption process for private companies.

For over two decades, the Sarbanes-Oxley (SOX) Act has safeguarded investors through stringent financial reporting standards for public companies. But for pre-IPO companies, it can be daunting. From defining and testing internal controls to navigating ever-changing regulations, the journey requires preparation. A shortage in accountant staffing, rising cybersecurity threats, and mounting financial scrutiny leave finance teams overstretched and under-resourced. Amidst knowledge gaps and technology inefficiencies, the burden of SOX compliance can feel even more overwhelming. In this guide, we walk you through every step—ensuring confidence, efficiency, and value in your compliance efforts.

Adam Zoucha, Managing Director for FloQast EMEA, hosts Ciao Mourao, a Senior Solution Consultant at NetSuite, as they discuss how FloQast and NetSuite can help companies accelerate their monthly close process by unlocking time for strategy and analysis.

The FloQast AI Matching program is designed to empower you to onboard, engage, and expand your knowledge of FloQas AI Matching.

In this episode of Blood, Sweat, & Balance Sheets, FloQast Co-Founders Mike Whitmire, Chris Sluty, and Cullen Zandstra, explore how AI is reshaping financial practices, enhancing accuracy, and empowering accountants to oversee AI systems effectively. Dive into discussions on AI's role in fraud detection, the evolution of accounting careers, and the shift towards strategic business analysis.

This course provides accounting professionals with essential insights into leveraging modern tools and practices to optimize the month-end financial close process. Explore the challenges of traditional methods, the benefits of automation, and how cloud-based systems transform financial operations. Participants will gain the knowledge and skills necessary to streamline workflows, reduce errors, and support strategic decision-making with accurate, timely data.

Jaysen Dyal, Product Marketing Manager at FloQast, hosts this webinar on Analytical Procedures for Accounting Teams and Becoming Strategic by Telling the Story Behind the Numbers.

Tune into the FloQast ASC 842 Webinar that was held in December 2022 to learn about the new Accounting Standard and different transition methods.

This one hour long podcast style interview offers a fresh perspective on public accounting life, by sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Allie Portis, Consulting Alliances Associate at FloQast.

This one hour long podcast style interview offers a fresh perspective on public accounting life, by sharing real stories from current or former auditors, speaking about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Angelica Tan, a seasonal public accountant known to her friends as The Singing Accountant.

This one hour long podcast style interview offers a fresh perspective on public accounting life, by sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Fatima Batool, former Big 4 auditor and Accounting Technology Consultant at FloQast.

This one hour long podcast style interview offers a fresh perspective on public accounting life, sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Jay Zheng, former auditor and Accounting Technology Consultant at FloQast.

This one hour long podcast style interview offers a fresh perspective on public accounting life, sharing real stories from current or former auditors, who speaking about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Jaysen Dyal, CPA and Product Marketing Manager at FloQast.

This one hour podcast style interview offers a fresh perspective on public accounting life, sharing real stories from current or former auditors, speaking about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Lea Atienza, former Big 4 auditor and founder, creator, and podcast host of The Cool CPA.

This one hour long podcast style interview offers a fresh perspective on public accounting life, by sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Mike Whitmire, CEO and Co-Founder of FloQast.

This one hour long podcast style interview offers a fresh perspective on public accounting life, sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Nicole McDonald, former auditor and Accounting Technology Consultant at FloQast.

The FloQast AutoRec Amortization program is designed to empower you to onboard, engage, and expand your knowledge of FloQas AutoRec Amortization.

The FloQast AutoRec Depreciation program is designed to empower you to onboard, engage, and expand your knowledge of FloQas AutoRec Depreciation.

Jaysen Dyal, Product Marketing Manager at FloQast, hosts Kelly Vargas, VP Controller from The Joint Corp, Xavier Sanchez, Managing Director from CFGI, and Dan Carr, Senior Sales Engineer from FloQast, in this webinar on Best Practices for Achieving Connected Compliance.

Reconciliations are a necessary evil, with many accountants emphasizing evil. If you have a large number of accounts, the reconciliation process can add days to the Close, but it’s a crucial step to check the accuracy of the general ledger balance and verify that the books are correct. Fortunately, there are ways to make monthly reconciliations faster and more efficient. Let’s look at some best practices that can cut time and stress out of your Close while making your reconciliation more accurate.

In this episode of Blood, Sweat & Balance Sheets, we delve into the journeys of George Azih, founder and CEO of Lease Query, and Mike Whitmire, Two tech leaders who started up directly after leaving life as staff accountants. Join us as we uncover the individual pivotal moments that led them to venture into the world of technology and how their first-hand experience in the accounting field shaped their innovative solutions. Discover valuable lessons they've learned along the way and how their unique perspectives are revolutionizing the accounting industry, how their experience as accountants-turned-tech leaders has shaped their approach to management.

Join us as Ashley shares her journey of automating and simplifying Lovevery's audit process, ensuring a smooth and pain-free busy season. As a seasoned finance professional — and the 2023 FloQast Controller of the Year — Ashley delves into the intricacies of overseeing the audit for a growing international company and how subtle changes to recurring accounting processes can pay off big down the road. Discover the actionable steps she implemented to streamline operations, leveraging automation to navigate through complex audit requirements effortlessly.

In this episode of "Blood, Sweat & Balance Sheets," host FloQast Co-founder and CEO Mike Whitmire chats with FloQast's first business development representative and current Managing Director, EMEA, Adam Zoucha, about his incredible journey from audit at Deloitte to becoming a successful account executive, sales manager, and now, a key figure in FloQast's European expansion.

With 30+ years of experience in senior accounting and finance roles, On Solve CFO Bruce Duner has seen a lot of change in his time. With an industry-wide talent crisis and mounting pressure on the office of the CFO to provide more value than ever before, Bruce is constantly thinking of ways to support his teams, while keeping an eye on how his team can do more. On this episode of Blood, Sweat & Balance Sheets, Bruce, and Mike explore the challenges and opportunities facing the office of the CFO in 2023 and beyond.

In this episode of Blood, Sweat & Balance Sheets, Mike chats with FloQast’s reigning Controller of the Year, Ashley Griess hammer of e-commerce brand Love very about her path from Finance to Accounting, Lovevery’s path to automating as much as possible (and how important automation is for accounting teams in 2023 and beyond), and whether the title “Controller” adequately reflects all the work Controllers really have on their plates.

In this second part of our series taking a look back at 10 years of FloQast, co-founders Mike Whitmire and Chris Sluty continue their discussion, sharing the invaluable lessons they've gathered from a decade of leading the company.

In the first episode of our two-part series, FloQast co-founders Mike Whitmire and Chris Sluty discuss the origins of FloQast, from meeting as undergrads to teaming up with CTO Cullen Zandstra, and more.

On the latest episode of Blood, Sweat & Balance Sheets, FloQast CEO Mike Whitmire is joined by CFO Razzak Jallow to discuss the ins and outs of FloQast’s Series E round of funding. Take an inside look at all the work that goes on behind the scenes, from investor relations to negotiating term sheets, Mike and Razzak candidly discuss the fundraising process, providing valuable insights for accountants and entrepreneurs alike.

On this episode of Blood, Sweat & Balance Sheets, host Mike Whitmire, Co-founder and CEO of FloQast, chats with FloQast super user Jonathan Hardy, Director of Accounting Initiatives at LeadVenture, about his career and how embracing technology got him to where he is today.