Vena For Budgeting in 3 Minutes
Learn how Vena can help your accounting processes and budgeting in this 3-minute video. Please fill out the form to view the video:
How to Successfully Select and Deploy New Technologies to Your Business
This webinar was presented in collaboration with Wiss. The process of introducing new technology to your business can seem like a big undertaking. But, in an increasingly digital world, boosting efficiency through new technology can mean hours of time saved for both your team, and your customers. With the right technology, you can ensure that…
Financial Planning and Analysis Tools: Your Organization’s Crystal Ball
This article was published in the Spring 2022 issue of Connecticut CPA. By Jim Norton, CPA, Principal, Accounting Technology Services Budgeting. Planning. Budgeting and planning. Financial planning and analysis. FP&A. Projections. Models. Forecasts. Pro formas. These are just a handful of terms that are often used interchangeably when talking about the process of analyzing…
Cash Management: Do it Right with Best in Class
Now more than ever, cash and cash equivalents is one of the most important numbers on your organization’s financials. It’s critical not only to understand your cash flow, but to have deeper insights into the various facets of your organization’s cash management process. Best-in-class financial systems have strong cash management functionality far beyond what you’ll…
Sage Intacct Financial Planning & Analysis
By Luis Rivera Financial Planning & Analysis (FP&A) plays a vital part in an organization’s ability to create accurate budgets and forecast trends. Companies remain consistently valuable and profitable with meticulous attention to financial planning and cash flow management. Many companies recognize the need FP&A, but have not been able to fully integrate this function…
5 Checklist Items for a More Effective Month End Process
By: Luis Rivera The end of the fiscal year is the most important closing period for most companies. To make this process smooth and efficient, organizations should have a well-planned month-end closing process in place. If done correctly, these closings can help your organization stay in good financial standing, as they allow you to track…
United Way of Greater Atlanta Streamlines Grantmaking and Deepen Partnerships with Fluxx Grantmaker
United Way of Greater Atlanta changed their investment priorities in 2019 to further advance their Child Well-Being agenda. Recognizing that families’ needs are not siloed in one area, the organization developed integrated strategies and investment priorities that more accurately reflected the complex ways in which individuals and families need support. They also came to acknowledge…