The Hidden Costs of Manual Rebate Processing During Holiday Promotions
Holiday promotions are designed to create a rush, and they usually succeed. But the same surge that lifts sales can quietly overwhelm rebate processing when the work depends on manual steps, inboxes, and spreadsheets. At peak volume, minor delays become backlogs, small mistakes become rework, and every unresolved claim turns into a customer experience problem. […]
How Digital Checks Streamline Vendor Payments Across Multiple Locations
Paying vendors is rarely the hard part. Paying them consistently when work happens across offices, job sites, and remote teams is where things get messy. Paper checks introduce extra handoffs, mail delays, and blind spots the moment a payment leaves the building. A digital check approach (often grouped under eChecks) tightens that whole loop. It […]
How Lockbox Services Cut A/R Processing Time in Half
The pace of B2B payments keeps shifting, yet one thing hasn’t changed: Checks still slow down accounts receivable (A/R) teams far more than expected. Mail float, manual sorting, and basic data entry add days to the cash cycle. Rising check-fraud attempts make the process even riskier. Lockbox services centralize incoming payments, digitize check data, and […]
How Check Fraud Evolved — and Why Manual Controls Aren’t Enough
Check fraud has picked up speed in ways that catch many finance teams off guard. Criminal groups now combine chemical alteration, digital replication, and stolen mail to create items that look legitimate long enough to clear. That pattern matters because high-value vendor payments still run through paper checks, even as the rail itself becomes easier […]
The Real Cost of Filing 1099s Incorrectly: Penalties, Fees, and Fixes
Most teams think of 1099s as quick year-end paperwork, right up until a small mistake turns into penalty letters and surprise administrative cleanup. The IRS tightened its rules in recent years, including the shift to mandatory electronic filing once a business hits ten information returns. Even tiny inaccuracies travel far once they enter that system. […]
How Lockbox Services Reduce Days Sales Outstanding (DSO)
Lockbox services sit at an interesting crossroads in finance. DSO keeps rising across many organizations, and check payments, though shrinking, still account for about 26% of B2B transactions. That mix creates delays that companies can feel in their cash flow. Slow mailrooms, inconsistent deposit routines, and scattered remittance data all drag the payment cycle. Modern […]
How CPAs Can Streamline Client Workflows With Outsourced 1099 Processing
January always feels packed for CPA firms. Deadlines stack, clients rush in with last-minute questions, and information returns ramp up just as the year-end close begins. The timeline is tight on its own, but the volume makes things tougher. The IRS processed more than 72 million 1099-NEC forms in a recent filing year and over […]
What is Rebate Management? The Complete Beginner’s Guide for 2026
Rebate programs might seem simple on the surface because all you have to do is buy something, send the proof, and wait for the payout. However, the machinery behind them has grown heavier than most people realize. Teams deal with thousands of claims in short bursts, customers want quick updates, and fraud attempts keep getting […]
Why Early-Year Financial Clean-Up Sets Your Business Up for Success
The beginning of the year has this odd quietness to it. You finally get a moment to breathe after the rush of year-end, and that’s usually when the small issues start to surface. A vendor address that never matched the W-9. A contractor whose TIN hasn’t yet been verified. A December check run that felt […]
How to File 1099 Forms Online: A Step-by-Step Guide for 2025
Filing a 1099 form used to be something you could handle with a stack of papers and a quiet afternoon. That era is gone. The 2025 tax season brings tighter IRS rules, especially the mandatory shift toward 1099 online filing, which now applies to almost every small business, once you add up all the information […]