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.

September 4, 2013

Live Event: Revenue Recognition for Software Companies

Revenue recognition is a hot topic for every software industry accounting department, especially with the new revenue recognition standards that FASB is expected to complete this year. Earn 1 hour of CE credit (non-technical), while sharing a glass of wine with Marc Linden, CFO of Intacct and industry insider. Marc and the folks from Armanino …

August 21, 2013

The Hidden Costs of Running Your Planning Process in Excel

Our firm has many small-to-medium business clients. Often, we get the question of whether it is feasible for them to let go of Excel as their primary means of forecasting, replacing it with purpose-built software. Many think they are not large enough to justify buying software to aid in their planning process. Clients often believe …

August 7, 2013

Sleep at Night: 4 Questions for Your Future SaaS Vendor

As a Controller and CFO—and then as a Consultant— the process of upgrading our systems with service packs and upgrades would cause me a lot of stress and wakeful nights. I found an ideal way to reduce this stress—select a true SaaS-based product, where the vendor maintains the databases and has the responsibility of applying …

July 31, 2013

Staying grounded in the cloud: The importance of providing customer service with cloud software

Cloud technology makes it easier to service clients, but it is no replacement for high-quality customer service. In fact, it actually requires companies to provide more personal touches, quicker responses, and better service to ensure relationships are being built and maintained. In the equity administration world (that’s me), there are currently no on-premise software solutions …

July 16, 2013

Maximize your Dynamics ERP with Budgeting, Forecasting, and Financial Reporting

While using data to review past results can be helpful, it doesn’t typically allow for agile strategic planning. And Armanino knows you’re always looking for new opportunities to grow your company. If your infrastructure already includes Dynamics AX or GP, then you’ll appreciate that while these systems are robust, pulling data from them can be …

July 5, 2013

Avoid Four Common Budgeting Blunders

While there are many great tools to help you build a quality budget for your business, the greatest investment that you can make in your budgeting process is your time. With any investment in software or process, it’s important to truly determine what your business needs and not settle for something else. There are two …

May 28, 2013

Tapping Into a Highly Skilled Mobile Workforce with Cloud Software

I often hear media economists talk about how businesses are seeing a shortage of skilled workers. While this may still pose a challenge for manufacturing and construction, here in the accounting and professional services industry, we are starting to see how cloud technology is helping to expand our options and encourage a mobile workforce. The …

May 8, 2013

Three Ways to Provide Global Support to Cloud Software Clients

Are your clients operating globally? If the answer is yes, then read on… Most of my clients have an international controller, as well as a CFO and controller for their US operations and many of them are asking, “How are you going to support us globally?” In a short amount of time, the world has …

April 24, 2013

Psychological Barriers to the Cloud

An article from AccountingTechnology, by Jeremy King shared common psychological barriers to moving to the cloud and how a cloud-savvy advisor can help you overcome these psychological barriers. We’ve observed a number of psychological barriers to the cloud. What’s more, these same barriers exist with their advisors, including management consultants, investment bankers, private equity groups, …

February 13, 2013

Cloud/SaaS Solutions Software Study

The Cloud Accounting Institute is now conducting its second annual cloud Benchmark Survey on Cloud/SaaS solutions software usage. The survey will examine how accounting and financial management professionals use cloud technology or Software as a Service (SaaS) solutions. In addition, the survey will shed insight into what accounting and financial management professionals expect from cloud …

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