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Has your accounts payables process changed with the times? Or do you still struggle with too much paper, impossible approval tracking, and manual entry errors that cost your business time and money every day? TrinDocs is a tailor-made software that's built by accountants, for accountants, with real-world solutions that are proven to increase efficiencies, tighten controls, and help you easily scale growth. Join us for tips and tricks on how to save your team time by automating manual invoici ...
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Forces in Fintech is a bi-weekly podcast produced by REPAY, a leader in integrated payment solutions since 2006. We’re dedicated to revealing what’s behind the digital transformation of fintech and commerce. In season 1 of the podcast, we’re talking with industry experts to discuss modern technologies and how they influence market trends.
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The IOFM Podcast is the leading on-the-go resource for the latest news, skill-sharpeners and strategies in the world of Accounts Payable and Procure-to-Pay. Tune in for interviews and insights from top AP professionals and thought leaders as they dig in to what’s new in automation, tax and regulatory compliance, and industry benchmarks, plus hear case studies and listen in on Q&A with experts helping your peers in AP solve their toughest challenges. This podcast is presented by IOFM, the lea ...
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In the CFO Corner, we sit down with CFOs and corporate finance professionals to hear about the innovative approaches and technology they have used to scale and grow their organizations. They share the challenges they’re facing with mundane repetitive tasks and give their takes on what they’d like to see in the corporate finance function that can help CFOs achieve a stress-free working life. This is the podcast for you if you’re ready to learn about the innovative approaches that are out ther ...
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Interarbor Solutions' Briefings Direct: Unique B2B informational podcasts that offer the value of objective perspectives from leading industry analyst Dana Gardner. Briefings Direct delivers actionable knowledge on the latest enterprise IT subjects to those who need to know the most about the business of IT now.
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PathQuest Solutions

PathQuest Solutions

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PathQuest is a subsidiary of Pacific Accounting & Business Services (PABS). PABS is a renowned outsourced accounting firm, that has been revolutionizing the financial landscape for 15 years. Now, with PathQuest, we bridge the gap between financial operations and automation solutions. Our podcasts spill the beans on modern accounting, giving practical tips and expert insights. Say goodbye to accounting headaches and open doors to your business's full potential.
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show series
 
In many organizations, AP and AR are viewed as separate entities, each with its own set of challenges and objectives. However, Les Smeyers reveals how these two essential functions are, in fact, parts of a greater financial operation. Understanding and leveraging the synergy between AP and AR can lead to more efficient processes, improved cash flow…
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In March 2024, the IRS quietly released a new version of its Form W-9, “Request for Taxpayer Identification Number and Certification.” Although this revision had been pending for some time, the actual update was introduced with little fanfare. We spoke with tax expert Jason Dinesen to get a better understanding of how the form has changed and what …
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Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! Is your accounts payable (AP) process bogged down by manual tasks and invoice headaches? In this episode, you'll see firsthand how TrinDocs' powerful AP automation solutions transformed Vermeer Wisconsin's AP operations. Learn how TrinDocs can help y…
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In this episode, we sit down with Debra Richardson, a beloved and long-time speaker at IOFM events. Known for her engaging sessions on fraud prevention, vendor master file management, and the integration of AI in accounts payable, Debra has become a crowd favorite over the years. Join us as Debra shares her journey into the world of public speaking…
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Jump on board folks. In this podcast ‘Dollars & Delays’, we with our expert hosts Amit B. and Joey M.; dive deep into the world of invoice exceptions – those pesky errors and inconsistencies that cause delays, discrepancies, and lost revenue. But fear not! We’re here with the key. We’ll discuss powerful AP automation solutions that streamline your …
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Are you ready to take your AP career to the next level? Join us in this insightful episode as we explore essential strategies to help AP professionals stand out and secure a crucial seat at the decision-making table. We’ll delve into how you can shine in interviews by mastering practical tips and techniques that impress hiring managers and help you…
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Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! In this episode, host Jeremy sits down with Michael Christian, a seasoned TrinDocs user, to explore how he has used our AP automation solution to streamline accounting processes across different ERP systems and organizations. As Impreg Americas' Dire…
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The next BriefingsDirect expert interview podcast explores best practices for deploying artificial intelligence (AI) with a focus on sustainability and strategic business benefits. As AI rises as an imperative that impacts companies at nearly all levels, proper concern for efficiency around energy use and resources management has emerged as a key i…
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In this podcast, IOFM Managing Editor Royce Grayson Morse talks to Candace Jaramillo, certified P2P manager at Liberty Oilfield Services and brain-based coach. Jaramillo advises that the first step to creating positivity about AP within an organization is to simply listen — to employees and upper management alike. While taking on her current role, …
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Join us on this podcast on “From chaos to control: Mastering AP Management”, where we unravel the art of Accounts Payable with expert insights and strategies. Join us on a journey to streamline processes, enhance efficiency, and conquer the challenges of AP management. Get ready to transform chaos into clarity and control. Let’s dive in!…
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Welcome to the Podcast on Smart Moves, where we unravel the intricacies of mastering business strategies with Business Intelligence (BI). Join us on a journey through the data-driven landscape, where insightful decisions shape success. Whether you’re a seasoned entrepreneur or a budding professional, prepare to unlock the power of BI in this enligh…
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Unclaimed property expert Jim Sadik talks compliance with IOFM Content Manager Grace Chlosta in this interesting podcast on a topic that impacts most businesses. Organizations usually have at least some uncashed checks or credit balances that need to be managed in accordance with unclaimed property laws, but how they choose to handle them varies. S…
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When Arecka Mather, APM, had to manage her team through a system conversion, she was particularly challenged. As a person who herself struggles with change, her leadership was essential to the success of the project, but she needed to overcome her own anxiety while getting everyone else on board as well. In this podcast, Arecka talks about her expe…
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Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! In this episode, Heather Short, Director of TrinDocs, helps shed light on how the company drives core values of integrity, excellence, growth and happiness by focusing on the client and the end-users in all they do, featuring the TrinDocs Leadership …
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With a team as important and hard-working as Accounts Payable, it is easy for members to feel overworked, overwhelmed, and unmotivated to come to work. As leaders, it’s important to build our teams up, help them utilize unique communication strategies, and think outside the box in order to be efficient. In this episode, we speak to Katie Noto, a Se…
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Our latest podcast dives into the world of business intelligence (BI) and its impact on strategic decision-making. Our host Amit welcomes Tom Johnson, a seasoned regional sales director, to discuss how companies can leverage data for success. Learn from real-world examples and case studies showcasing the impact of BI on decision-making.…
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Our latest podcast dives into the world of business intelligence (BI) and its impact on strategic decision-making. Our host Amit welcomes Tom Johnson, a seasoned regional sales director, to discuss how companies can leverage data for success. Learn from real-world examples and case studies showcasing the impact of BI on decision-making. Key takeawa…
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Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! In our inaugural episode, we take a close look at the current state of traditional accounts payable processes for small to medium-sized businesses. With special guest, Jeremy Prichard, Sr. Director of Sales and Marketing at TrinDocs, we explore how m…
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IOFM receives a lot of questions about the process for correcting 1099 filings, and even whether a correction is necessary in the first place. In this podcast, we speak to Jason Dinesen about the circumstances under which it might be necessary to issue one. What if the recipient’s name was spelled wrong? What if the dollar amount or a TIN number wa…
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Overview: – Explore the world of predictive analytics and business forecasting – Understand the importance of accurate forecasting in today’s competitive landscape – Learn about the process of turning raw data into actionable insights – Discover how businesses utilize forecasting to anticipate market trends and stay ahead – Hear real-world examples…
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Uncover the power of Business Intelligence (BI) with our expert hosts Amit and Tom on “Business Talks: Numbers Tell Stories, BI For Business.” Dive deep into the world of BI as they explore how data transforms into actionable insights, driving strategic decisions for businesses. From real-world examples to future trends, discover how BI empowers or…
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It’s February, and romance is in the air! However, what you don’t want is for a scammer to woo you into doing something you shouldn’t. Unfortunately, fraudsters are always upping their game and developing new techniques to rip off unsuspecting AP professionals. Some of their latest gambits involve getting close to you on a personal level in order t…
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The next BriefingsDirect mobile devices security and privacy discussion examines how a new balance needs to be struck between giving users at the remote edge all the productivity they want, while protecting the most sensitive information. Listen to the podcast. Subscribe to it on iTunes. Read a full transcript or download a copy. Stay here to learn…
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While the terms leadership and management are sometimes used interchangeably, there are important differences. IOFM recently spoke with Tracy Zurcher, District Manager at FedEx Ground, to get her thoughts on how to advance both within your organization. She notes that while management tends to focus on process handling, leadership involves relation…
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Embark on a journey of strategic planning and business success with PathQuest BI’s latest podcast episode. Hosted by Amit, this captivating session features insights from special guest Tom Johnson, a seasoned entrepreneur and business strategist. Tune in now for more thought-provoking episodes and visit www.PathQuest.com for additional resources an…
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The next BriefingsDirect IT security best practices discussion examines how a leading German home builder has adjusted to a major economic market disruption. Germany’s home building demand has recently reversed, putting pressure on builders to reduce IT costs while remaining secure. Subscribe to the podcast on iTunes. Read a full transcript or down…
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When COVID hit, many Accounts Payable teams were unprepared, particularly if they relied on paper invoices and checks. Lynn Tate, APM, Accounts Payable & Expense Report Analyst for Urban Science Applications Inc., found herself in a situation that required a significant degree of creativity: In order to get her invoices approved and paid in a timel…
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Take a deep dive into the latest episode of PathQuest BI, where hosts Amit and Tom Johnson unfold the mysteries of Business Intelligence (BI) Automation in the ever-evolving business landscape of 2024. In this captivating conversation, witness the shift from traditional number-crunching to a new era of harnessing the power of AI and Business Intell…
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Dive into the dynamic world of small and medium-sized businesses (SMBs) and technology with our recent PathQuest episode. Hosted by Amit, we explore the compelling trend of SMBs investing in Accounts Payable Automation, featuring expert insights from Tom. In this insightful conversation, we unveil compelling statistics showcasing the impact of tech…
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Embark on a journey into the heart of accounting’s future with our latest PathQuest episode! This time, Amit and expert guest Tom Johnson explore the intriguing rise of Business Intelligence (BI) tools, captivating accounting firms at a staggering 73%. What’s the buzz about? Tom Johnson, a seasoned pro in the fusion of accounting and technology, un…
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“Upper management knows what you do … but they really don’t know what you do.” So says Patrick Kurtz, Client AP Manager for HomeRiver Group. He explains that although executives understand in principle what accounts payable involves, it’s likely that they don’t comprehend the day-to-day challenges of AP. While collecting metrics to present to the C…
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Embark on a financial journey with Amit and Tom in our latest episode, ‘45% of accounting firms choose Accounts Payable (AP) Automation, But why?’ Amit, our seasoned host, joins forces with Tom, boasting over 30 years of experience in the accounting industry, to unravel the transformative power of AP automation. Ever wondered why 45% of accounting …
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The next BriefingsDirect business modernization discussion focuses on how optimizing and automating accounts payable (AP) functions gives businesses improved insights and levers to better transform. We’ll examine how improved control and management over cash flow, payables, and related fiduciary functions elevate overall financial situational aware…
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Embark on a thrilling journey into the heart of the accounting industry with our latest podcast episode, 'Advisory Revolution: What’s driving 79% of accounting firms?' Hosted by the dynamic duo, Amit Bangal and Tom Johnson, seasoned experts with years of experience, this episode unveils the secrets behind the radical transformation in accounting pr…
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In this dynamic podcast episode, Amit and Tom, our expert hosts in the field of business analytics, unveils the secrets behind the power of data-driven decision-making. Tom defines ‘business data discovery’ and explains why it’s a pivotal asset in today’s corporate landscape. With statistics backing the importance of data discovery, we explore its …
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Most organizations have non-U.S. vendors lurking in their vendor master files, but may not even realize it. Worse yet, some of those vendors may appear on the watchlists published by the U.S. government. Because doing business with these entities without proper due diligence regarding withholding — or even doing business with them at all — can resu…
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Are you ready to dive into the world of Accounts Payable technology? Yes, welcome to another electrifying episode on “Competing in Tech: 83% Seek Market Edge.” 83% of businesses believe that to gain a competitive “market edge” in their Accounts Payable processes, they need to keep up with the pace of technology adoption. Yes, you read it right. If …
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Get ready to supercharge your business at warp speed in our latest episode, 'Light-speed Decisions: Data Analytics boosts Business 5x Faster,' hosted by Amit and Tom. In this exhilarating exploration, we get into the revolutionary world of data analytics and how it's propelling businesses to new heights. In this podcast, we uncover the magic of dat…
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In his work as an educational consultant at Unimarket, Christopher Rust helps clients improve their P2P processes to realize cost savings while freeing up staff to make a greater contribution to the institution. He recommends taking a thorough look at the impact of change management, both to the department and the institution overall. Moving contra…
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