Financial Services

Sage Intacct Blog

How Financial Services Firms Should Think About...

With a unique background as a current private equity advisor, experienced venture capitalist, and former Deputy CTO of the White House, Nick Sinai’s...
Post Date February 28, 2022 Read Time 6 min read

How Financial Services Firms Should Think About...

At Sage’s recent Transform customer conference, I had the great privilege of sitting down for a fireside chat with Nick Sinai, Senior Advisor at...
Post Date February 22, 2022 Read Time 6 min read

Utilizing Sage Intacct Cloud Software for Your...

While Sage X3 might benefit the manufacturing and distribution industries, Sage Intacct is the better choice for real estate investment trusts...
Post Date October 19, 2021 Read Time 3 min read

VisitDallas Saves Time With Automated Nonprofit...

Like many nonprofit organizations, the team at VisitDallas was struggling without important automation from their nonprofit financial management...
Post Date April 05, 2021 Read Time 3 min read

Is the way you’re requesting payment disrupting...

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...
Post Date March 10, 2021 Read Time 1 min read

6 Tips to Close the Books at Lightning Speed

All organizations can benefit from getting the “story” out of their “historical” financials faster. By closing the books with speed and consistency...
Post Date February 24, 2021 Read Time 3 min read

Financial Services Trends to Watch in 2021

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...
Post Date January 21, 2021 Read Time 3 min read

Best Practices for Your Professional Services...

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...
Post Date January 08, 2021 Read Time 3 min read

Investment Firm Saves 100+ Hours a Month and...

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...
Post Date December 03, 2020 Read Time 3 min read
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