One of the best ways to enhance a client’s holistic financial plan and charitable giving strategy is to identify the best assets to give and the right time to donate them. In this video an expert panel answers questions about this often under-utilized approach to charitable giving.
Getting funding for a new ERP system is simple in theory: you just have to convince your decision-makers that your project's benefits will exceed the costs. The tough part is to account for hidden costs on one side of the ledger, and indirect benefits on the other. How can you perform an ROI analysis that presents your executives with a complete, airtight case for ERP? Find out in "Return on Investment (ROI) Analysis for ERP Replacement."
Today's technology solutions can help companies do amazing things. So why do 68% of small and medium-sized businesses (SMBs) still say that technology solutions either only support basic business needs, or fail to deliver business results? It's because they're using the wrong software. The ideal ERP system for your SMB will let you keep pace with technology requirements without putting a strain on your limited budget and resources.
CPA firms aren’t just merging with other CPA firms any more – they’re scouting out practices in HR, IT, engineering, financial planning and many other areas, according to Transition Advisors’ Bill Carlino.
With so many strong ERP systems to choose from, your purchase decision could become complicated, time-consuming-and ultimately, frustrating.The Business Management System Evaluation Checklist empowers you to focus on the features and benefits that are most important to your organization.
Accountants too often shoot themselves in the foot when it comes to talking to clients about fees, and Inovautus Consulting’s Sarah Johnson Dobek encourages them not to be afraid to stand up for themselves and their value to make these conversations less awkward.
The security of client data and accounting firm systems is a major concern these days, and this special report dives deep into the many approaches readers can take to protect themselves and their businesses from hackers, data pirates and ID thieves.
There are countless ways to manipulate data and come up with inferences that we may define as a “metric” to measure the performance of our organizations. Download this report and uncover the reasons why thousands of services organizations have switched to NetSuite to transform their business.
If you plan to try and account for revenue recognition (RevRec) under the new accounting standards ASC 605 and ASC 606/IFRS 15 using a spreadsheet, be aware that this is going to introduce more complexity to your financial processes, not less. It’s a significant consideration. Learn more now.