The Five Financial KPIs Successful Professional Service Organizations Use Most
The devil is in the details, don’t you think? For professional service organizations (PSOs) it’s especially difficult to review detailed financial reports and analyses. Selling services rather than goods gets very complicated, very fast. All the numbers start looking...
5 Signs Your Accounting System is Failing You in Financial Services
Your company might be growing, but is your current accounting software up to the task? That accounting system you rely on to manage finances and operations has gradually become a barrier to growth and efficiency. Sure, it’s super easy to keep on using the same old...
Salesforce Integration with Sage Intacct: 4 Important Benefits
When you integrate Sage Intacct with Salesforce, you give your team benefits that include: Easy integration process Better business insights Better collaboration Streamlined workflows Let's explore each of them in detail below. Easy Integration Process Integrating...
The 5 Questions to Ask Your Controller
In the ever-changing roles of CFOs in the Finance and Insurance industry, one thing will never change—the need to lead and manage an effective finance team. Successful CFOs collaborate closely with their controllers in defining strategies that impact key areas...
4 Key Pain Points of QuickBooks
Trust us, we know finance and accounting are no simple task and let’s not even begin to talk about the nightmares spreadsheets give us with, manual data-entry, re-entry, errors, and no real-time financial and operational data analysis. Worst of all if you’re using...
Five Reasons to Upgrade to Salesforce Lightning
You might be thinking, is Salesforce Lightning that much better than Salesforce Classic? Is it really worth upgrading? Well, the answer is YES! We put together 5 major reasons why your company should make the transition to Lightning: Sleeker Look Are you tired of your...