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Mastering QuickBooks Online Bank Feeds: 5 Features That Can Save Hours Every Month

Mastering QuickBooks Online Bank Feeds: 5 Features That Can Save Hours Every Month

by Controllers Council | Jun 30, 2026 | Accounting, Quickbooks, Sales Tax, Training

For many accounting teams, the bank feed is where the workday begins. Every downloaded transaction must be reviewed, categorized, matched, or posted before financial reporting can move forward. While QuickBooks Online has continued to enhance this functionality, many...
8 QuickBooks Online Tips Every Controller Should Know

8 QuickBooks Online Tips Every Controller Should Know

by Controllers Council | Jun 29, 2026 | Accounting, Quickbooks, Sales Tax, Training

For many finance teams, QuickBooks Online serves as the operational hub for bookkeeping, cash management, reporting, and month-end close. While most users become comfortable with the fundamentals, relatively few take advantage of the features that can significantly...
10 Tips for Retaining Accounting Staff: From the Great Resignation to the Great Retention

10 Tips for Retaining Accounting Staff: From the Great Resignation to the Great Retention

by Controllers Council | Oct 16, 2023 | Accounting, Corporate Finance, HR/Talent, Training

Between April 2021 and April 2022, 71.6 million people quit their jobs. A movement infamously labeled “The Great Resignation,” it was a historic period that marked the start of unprecedented hiring and retention challenges. Even accounting — a domain traditionally...
How to Become a Controller

How to Become a Controller

by Controllers Council | Oct 17, 2022 | Controller Insights, Corporate Finance, HR/Talent, Professional Growth, Training

Controllers are critical members of the finance team and, depending on the type of company they work for, can have wide ranging responsibilities. Controllers oversee and take on many of their companies’ key financial and accounting duties. The controller will...
How the CPA Examination Is Changing

How the CPA Examination Is Changing

by Controllers Council | Jan 12, 2022 | Accounting Education, CPA/CPE, HR/Talent, Training

In 2021, the National Association of State Boards Accountancy (NASBA) and the American Institute of CPAs (AICPA) announced a joint effort to remodel the Uniform CPA examination.  The effort is fueled by changing technology and the drive for CPAs to adapt to the...
8 Ways to Build Presentation Skills in Accounting and Finance Roles

8 Ways to Build Presentation Skills in Accounting and Finance Roles

by Controllers Council | Jan 6, 2022 | Career Development, Professional Growth, Training

Accountants and finance professionals have a reputation for being introverts who are more focused on numbers and reporting than being masters of public speaking. However, as technology evolves and accountants are expected to provide companies with more value-added...

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AI for Corporate Accounting: A Controllers Guide (CPE)

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In this webinar, we’ll explore why generic AI was never designed to automate accounting workflows and introduce a new approach built specifically for finance. You’ll see Max, Maxima’s new AI accounting agent, and learn how it operates directly within your environment, maintaining context across the financial close while executing work under the same controls, approvals, and governance your organization already relies upon.

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