Like many nonprofit organizations, the team at VisitDallas was struggling without important automation from their nonprofit financial management...
Read more
There’s a reason why the phrase “time is money” is overused — it’s the truth. Getting paid on time is critical to professional service firms when it...
Read more
All organizations can benefit from getting the “story” out of their “historical” financials faster. By closing the books with speed and consistency...
Read more
COVID-19 has brought on many unexpected trends this year. But while some—like mask wearing and compulsive hand washing—will surely peter out, others...
Read more
While many aspects of work look different these days -- your desk, work attire, and pets making cameos in conference calls -- the one thing you don’t...
Read more
Many companies get stuck in a routine of “we’ve always done it this way.” It often seems easier to stick with a tried-and-true approach, even though...
Read more
There’s a seachange happening in financial services. Digitalization, which has changed the game in many industries, is now transforming finance....
Read more
Investment Firm Overcomes Challenge of Shared Expense Allocations, Boosts Finance Efficiency 10x
Read more
Investment firms have better things to do than to manually allocate shared expenses across multiple businesses and entities. “So do companies in just...
Read more
COVID-19 continues to impact the global economy in profound ways. In financial services, firms need to understand the current health of their own...
Read more
As we navigate through uncharted territory with the COVID-19 virus impacting every aspect of our personal and professional lives, we find ourselves...
Read more
Why do some accounting firms grow faster and make fatter margins than others? Do they know something that the rest of us don’t? Every year, my firm ...
Read more
The topic of Artificial Intelligence (AI) and advanced analytics is pervasive. If you Google “industry trends in Financial Services,” you’ll see a...
Read more
