How To Talk About Expense Management Software By James Thomas, CEO, and Ryan Courtade, VP of Revenue Operations, Itemize Corp. You’re a middle manager, and there’s a major problem with an overlooked area of your business—managing expenses. Hundreds of invoices and bills fill desks, cars, and briefcases. Reimbursements for client expenses take months. And to …
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By James Thomas, CEO, and Ryan Courtade, VP of Revenue Operations, Itemize Corp. We’ve all heard the phrase “time is money.” As a small business owner, you know your time is precious. That’s why you are most likely perpetually in “time management” mode; you start work relatively early, manage and update a checklist of ongoing …
“Make sure you pay your taxes; otherwise you can get in a lot of trouble.” –Richard M. Nixon Despite the fact we know it happens every year, preparation for Tax Day continues to be an onerous and tedious task for many business owners. The frantic gathering of receipts and other paperwork, wracking your memory to …
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As the year winds down, CFOs often take time to conduct an assessment of their business, its performance the previous year, and what their goals are for the new year. As CFO, you’ll likely review your marketing and operations departments to see how they’re performing and their levels of efficiency; however, one area that is …
As a small business owner, you constantly have to keep a pulse on “the numbers.” You know exactly how much you pay your employees, you know how much vacation time they have, and you know how many hours they work. But did you realize that most small businesses have a wealth of information in their …
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As a small business owner, you constantly have to keep a pulse on “the numbers.” You know exactly how much you pay your employees, you know exactly how much vacation time they have, and you know exactly how many hours they work. But did you realize that most small businesses have a wealth of information …
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Written by Hitesh Chitalia, VP of Technology Introduction If you are working in product development, you are familiar with the internal tug-of-war to get products and features into the hands of your customers. At Itemize, we have worked hard to alleviate those challenges by streamlining our internal processes and enhancing communication between our technology, product, …
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Written by Ryan Courtade, Director of Product and Marketing Managing expenses and payables is a colossal drain of time, energy, and focus. Ten years ago, I was the manager of a small company with 50 employees. I remember spending half a day each month going through the monthly credit card statement, collecting the physical receipts …
The 25th of May, 2018, was a red letter day— it was the day the General Data Protection Regulation (GDPR) officially became a law. At Itemize, we have always taken seriously the spirit of GDPR— and the protection of every person’s data. Here is a summary of the steps we’ve taken to ensure we comply …
Sitting on the floor surrounded by hundreds of paper receipts and invoices, Jim was not thrilled by the task ahead: preparing tax filings for his husband’s architecture firm, Kevin O’Sullivan + Associates. He needed to enter all of the documents and then categorize, attach them to billable clients, and create a Schedule C report for …
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