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 2, 2020

Management Dashboards Done Right

Data. There’s too much of it. So, on its own, data isn’t all that helpful. Great finance organizations use people, process and technology to turn data into useful, easily consumed, actionable insight. The dashboard is one such tool. Some call it a financial dashboard, but that’s too constraining. The best dashboards combine financial and operating …

What to Expect in Your Fundraising Process

Fundraising, whether venture, private equity, or private party (aka “friends and family”) is frequently written about, but rarely with the insight of those who have done it dozens of times, and in lay terms. This article will attempt to break down the steps from the perspective of a founder or CEO principally responsible for raising …

Corporate Finance Has Only Two Key Jobs – Financial Forecasting Is the Second One

It’s pretty simple – corporate finance does tons of stuff but is fundamentally here to help companies: Better know themselves Chart a path to their best future In an earlier blog post I covered better “knowing thyself” through financial analysis and reporting. This post focuses on putting that knowledge to good use. If the information …

Corporate Finance Has Only Two Key Jobs – ‘Know Thyself’ Is One of Them

“What?!” you say. “Corporate finance does tons of stuff.” That’s certainly true, but when it comes to what really matters, what finance was truly created for in the first place, the “tons of stuff” are but a means to a far more valuable end. Finance is here to help companies: Better know themselves Chart a …

Board of Directors Meeting Prep Checklist

The goal of the board is to maximize shareholder value via setting the strategic direction for the company and ensure that the business has what it needs to be successful. Board meetings are driven by the CEO, but with a major assist from the CFO. The periodic board of directors meeting is a critical affair. …