Is Your Close as Efficient as it Could Be?

Closing the books – that essential monthly, quarterly, annual process that we know so well. Where days, maybe even nights and weekends, are spent...
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How AI can reduce revenue leakage for professional services

According to a recent publication from an IDC analyst, Professional service organizations seem to hit a wall on profitability that is often short of...
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6 Tips to Close the Books at Lightning Speed

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All organizations can benefit from getting the “story” out of their “historical” financials faster. By closing the books with speed and consistency...
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Financial Services Trends to Watch in 2021

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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...
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Best Practices for Your Professional Services Firm's Remote Finance Team

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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...
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Investment Firm Saves 100+ Hours a Month and Creates Exponential Efficiencies

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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...
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Success in Financial Services With Dashboards: 4 Ways to Get Started

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There’s a seachange happening in financial services. Digitalization, which has changed the game in many industries, is now transforming finance....
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Investment Firm Overcomes Challenge of Shared Expense Allocations, Boosts Finance Efficiency 10x

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Investment firms have better things to do than to manually allocate shared expenses across multiple businesses and entities. “So do companies in just...
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5 Best Practices For Financial Services Firms to Recover Faster From COVID-19

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COVID-19 continues to impact the global economy in profound ways.  In financial services, firms need to understand the current health of their own...
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5 Best Practices for Financial Services Firms Responding to COVID-19

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As we navigate through uncharted territory with the COVID-19 virus impacting every aspect of our personal and professional lives, we find ourselves...
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5 Secrets of the Fastest-Growing Accounting Firms

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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 ...
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AI in Financial Services: Is it Hot or Hype?

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The topic of Artificial Intelligence (AI) and advanced analytics is pervasive. If you Google “industry trends in Financial Services,” you’ll see a...
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Digital Transformation Redefines Insurance & Financial Services

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The USD 5 Trillion global insurance market is going through a massive digital transformation that is redefining customer engagement, processes, and...
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Financial Pros Weigh the Real Cost of QuickBooks

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How do you know when the low-price solution is costing you more than you’re saving? A few weeks ago, I interviewed two financial professionals who...
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