Teams | Collaboration | Customer Service | Project Management

Finance

PDF Tips for Auditors and Financial Analysts

Accurate auditing and financial analysis are vital for organizations to maintain high operational efficiency and industry compliance. However, relying on manual processes like paper records or spreadsheet-only reviews often leads to errors and delays, potentially costing businesses 25% of staff productivity. PDFs offer a modern and efficient platform for streamlining these processes, minimizing errors, and improving overall performance.

Build invoices in QuickBooks with real-time data from Teamwork.com

Client service firms running on QuickBooks and Teamwork.com are rejoicing thanks to an even tighter integration between the two platforms. A brand new, one-of-a-kind integration is here to help you translate your billable time into dollars and get paid for your client work! The new Advanced QuickBooks Integration automatically passes billable time information from Teamwork.com to QuickBooks helping streamline and accelerate your invoice creation process.

Bridging Remote and On-Site Teams: Communication Strategies for Hybrid Financial Workplaces

The COVID-19 pandemic forced a gigantic remote work experiment across global industries. As finance firms transition to post-pandemic operations, most are adopting a “hybrid” model combining on-site and remote workers. The hybrid approach aspires to “get the best of both worlds”. Employees gain location flexibility while firms retain physical offices and in-person collaboration.

Building blocks of success: Creating a finance team structure that works

Having an effectively managed finance department is one of the most important aspects of the intricate world of business management. The people who make up your finance team are crucial for compliance, strategy development, and preserving stable financial circumstances. Whether you work for a small business or a major organization, this is true. This article covers several subjects, including the need to provide your financial team with a sound structure.

7 cutting-edge tools for financial advisors

Financial professionals rely on financial planning tools and software to work efficiently and accurately. Some of these tools are as old as the PC itself, while a new generation of financial services tools is also competing for your attention. But with so many of these tools offering wide-ranging, overlapping feature sets, choosing the right mix of tools is a time-consuming process for investment advisors.

Project management for financial services: A comprehensive guide

Finance is a funny thing, isn’t it? On the one hand, the industry boasts some of the largest, most well-funded businesses in the U.S., U.K., and the world. Transactions so large that the average person can’t comprehend are the norm. But, on the other hand, day-to-day life at companies in the industry includes many challenges familiar to those in less lofty professions.

The effective guide to project management in banking: Best practices and tools

Jack Welch wasn’t a banker. So what can Jack Welch — as successful as he was at GE — teach us about project management in banking? Plenty. Project management in banking has its fair share of complexities and challenges other industries don’t share — and we’ll get into those in this post. But even though the specifics can vary quite a bit, the core or soul of good project management is built on the same principles no matter the industry or context.