Financial Advisory Blog

Armanino’s Financial Advisory blog is your source for thought leadership around cloud ERP and accounting solutions and integrations. Supported by the Cloud Accounting Institute and numerous experts in cloud, finance, reporting, integration, compliance, and technology, Armanino’s Financial Advisory blog features must-read content on what’s happening in the finance industry, case studies, white papers, and much more.

January 5, 2015

Intacct CEO Receives Customer Focused CEO Award

Intacct CEO, Robert Reid, has been named the 2014 Gold winning Customer Focused CEO by the annual CEO World Awards. Over 40 judges scored companies of all types and sizes, judging qualities of leadership, customer satisfaction, innovation, and more. Accounting Today noted Mr. Reid was selected “for driving explosive growth at innovative companies, his customer focus, and his deep expertise …

November 4, 2014

A Review of Transitioning to Cloud Accounting with Dynamics AX

During Armanino’s recent Microsoft Dynamics User Conference, we were able to speak with Mike Moore, Chief Information Officer for Virtual Instruments, on how Virtual Instruments partnered with Armanino to integrate Microsoft Dynamics AX with their other systems. Learn about how this “cloud first, mobile first” company was able to transition into the cloud to streamline processes. Learn more about …

September 15, 2014

Adaptive Insights with Armanino Selected by Lincoln Child Center for Improved Budgeting

Enrico Hernandez, Lincoln Child Center’s CFO, shares Cloud budgeting and forecasting tips at Armanino’s Silicon Valley Cloud Solutions Networking Event. The Adaptive Insights solution implemented at Lincoln Child Center has prompted organizational change. Before the new solution, leadership had to constantly ask and wait for the budget and had little knowledge of what was happening with …

September 2, 2014

Prepare for the Season with Adaptive Insights Budgeting

Budgeting Season is coming! Here are some tips to help you get your Adaptive Insights planning model ready. Run formula validation to make sure your budget version is error-free. Update allocation rules in the Allocation Manager. Validate initial budget driver and assumption values. Create reports with alternate reporting structures using Account Attributes and Level Attributes. Test …

9 SaaS Differentiators and Benefits

Software as a service (SaaS) is differentiated from hosted solutions or ASP (Application Service Provider) solutions on a number of various points. Benefits to end users can be direct or indirect. In a recent interview with Dave Burlington, partner and leader of Armanino’s Cloud Solutions practice, he identified these common SaaS differentiators and the benefits …

August 27, 2014

Making Equity Software Work for Any Situation

There are many equity management software options currently available to help manage your equity plan. All of these options come with similar basic functionality but each come with unique features. Unless you are going to run with a custom made software program, limitations are to be expected. A good first step when making a decision …

July 28, 2014

Flexible Cloud Solutions Platform Enables Shift

Scribe Online, a product of Scribe Software, provides customized cloud solutions to tackle integration challenges and increase business value for enterprises and system integrators (SIs). Businesses are taking advantage of customized cloud solutions for industry-specific solutions for technology, professional services, and financial services organizations. “Scribe Online has been a true enabler for our business shift …

May 28, 2014

Improve Employee Efficiency in 3 Ways with Technology

Direct employee expenses, including wages and benefits, generally account for anywhere from 20% to 50% of a company’s total operating expense. So as a business manager or owner, getting the best productivity from your employees makes sense. Learn how to utilize your technology to improve employee efficiency. While there are a number of broad areas …

April 3, 2014

Software Criteria for Nonprofit Organizations

This week Software Advice published a report detailing what is important to nonprofit organizations looking to make a software purchase. The report titled ‘Nonprofit Software Buyer View Report 2014” suggests the following: 1.Fifty-one percent of nonprofits are considering a software purchase to improve the efficiency of organizational processes

March 25, 2014

QuickBooks to Cloud: Considerations & Case Study

This week the Cloud Accounting Institute published a white paper on ‘QuickBooks to the Cloud: Considerations & Case Study’. The white paper helps identify some of the pain points organizations run into that indicate it’s time for an ERP change.

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