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.

October 25, 2019

Building Basic Processes to Help Your Business Grow

One of the most common mistakes we see small companies make is relying on cumbersome processes that waste time, money and energy that could be better devoted to helping the business grow or serving customers. Too many small companies, especially in the early stages, carry out basic financial or HR tasks manually. All too often, …

September 12, 2019

Can’t Get No Satisfaction From Sales and Finance Because of Your Q2C Process?

It’s a familiar story – your sales and finance team members feel overburdened by the manual steps  they must take to sell your products and record revenue. Quote-to-cash (Q2C) describes this cycle of taking orders and procuring revenue for your company. At a high level, the process encompasses order management, billing and payment, and sales …

May 2, 2019

Migrating to Salesforce Lightning: The Fast, the Beautiful and the Unique

Salesforce Lightning provides a modern, robust and productive user experience designed to help boost sales and services and support customers. It’s not just an interface, it’s all the features and functionalities built in a way to help deliver customer success. As many of you have heard, migrating to Lightning has been a hot topic of …

October 5, 2016

Avoid the 7 Deadly Sins of Your Salesforce Implementation

Whether you are thinking about a Salesforce implementation, or you’ve already completed it, you’re on your way to greatness! Unfortunately, the greatness doesn’t come automatically. Like nearly anything worthwhile, Salesforce takes work. It doesn’t succeed on its own. Armanino is a member of the Salesforce Partner Network and has provided integration assistance to many well-recognized companies. We’ve put …