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.

July 6, 2020

Advancing FP&A Tools Guide Finance Leaders Successfully Through Disruption

What tools do finance leaders need to help guide their organizations more strategically through these VUCA times? The acronym VUCA means “volatility, uncertainty, complexity and ambiguity” and was coined by the U.S. Army War College to describe the multilateral world after the end of the Cold War. We have always dealt with some amount of …

April 2, 2020

Monthly & Daily Cash Flow Forecasting Using Adaptive Insights

Cash flow forecasting has become a necessary activity in this current environment. Many of our clients have monthly financial planning models but they are not sure how to convert from a monthly view to a daily view when it comes to cash flow planning. Here are some step-by-step instructions with screen shots to show you …

February 4, 2020

To Keep Growing, Mid-Market Companies Need the Right Tools

As a mid-market company grows, its owners and managers need stronger technology tools to sustain those results. Spreadsheets and accounting packages better suited for a small startup just aren’t enough anymore. Your basic financial results – captured by your profit and loss statement – remain important, of course. But you also need to improve your …

July 26, 2019

Successful Financial Planning: How to Create a Functional Adaptive Insights Structure

Your journey to successful financial planning with Adaptive Insights begins with a functional Adaptive structure. This means having a clean set of GL Accounts, a logical Organization Structure, and clean ERP actuals. Start by looking at your GL Accounts. You will want to make sure they are clean and consistent across your company structure. If …

May 31, 2019

System Integration: Why You Need to Treat Your FP&A Tool Like a Baseball Lineup

Summer is almost here, and baseball season is in full swing.  For me, one of the most fascinating parts of the game is how a manager resets their lineup each day based on a variety of factors. Who’s hot or who’s injured? Who’s expected to play on the other team? Are you playing in a …

May 20, 2019

Armanino Clients Selected as Finalists for Adaptive Insights Torchie Awards

The Armanino team is excited to see three amazing customers on the list of finalists for the Adaptive Insights Torchie Awards this year. The 7th annual Torchie Awards honor Adaptive Insights users in categories for: Exceptional Collaboration Excellence in Functional Planning Best Use of Dashboards and Analytics Greatest Improvement in Forecasting Largest Business Impact Outstanding …

July 31, 2018

Power Up Your ERP With Financial Planning & Analysis

Are you getting as much value out of your ERP as you could be? Platforms like Sage Intacct and Microsoft Dynamics allow you to better manage your business and automate some processes, but they aren’t designed for financial planning & analysis―and the reporting tools that come out of the box with ERP systems sometimes don’t …

May 9, 2018

How to Plan Finance Allocations: Why Less Is More

Do you really understand your profitability from the products or services you provide? There’s more to the story than total sales at the end of the year. Incurred costs to develop, test, market and manage your product or service have a huge effect on the overall profitability of your company. If you’re undercutting your competition’s …

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