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 2, 2020

Optimizing Your Middle-Market Company’s Finance Function

As a startup graduates to the middle market, its finance function needs to become more complex, and its finance team has to provide management and investors with more detailed information about the company’s performance, growth opportunities and challenges. For a mid-market company to thrive, you have to go beyond the “are we making money, and …

December 11, 2019

Do You Have a ‘Swiss Army Knife’ for Specialized Accounting and HR?

After surviving the startup phase and several years of business, it’s common for companies to have one to three accounting generalists staffing the back office, covering day-to-day tasks.  But this is also when a business typically starts to have some very specialized accounting, payroll and HR requirements that their teams can’t handle. Companies at this …

December 3, 2019

Outgrown Your Accounting and HR? Try Outsourcing

Some of the first things companies outgrow? Their accounting and human resources. As work volume builds, it often becomes impossible for these overstretched teams to keep up.

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November 6, 2019

Getting the Most From Your Tech Investments – Business Technology Stack

Even having the best business technology stack won’t help your business if you’re not using them properly, or you’re only taking advantage of one or two features. We’ve seen many growing companies either wasting money on technology they’re not using, or buying tools with duplicative features because they don’t understand how to get the most …

October 25, 2019

What AB 5 Means for Worker Classification

A new California law just reignited the freelancer (independent contractor) versus employee discussion. Other states are expected to follow suit. So if you thought you had your worker classification thing figured out, you might need to think again. California’s governor signed Assembly Bill 5 (AB 5) on Sept. 10, 2019.  It addresses worker classifications and brings …

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 25, 2019

As Competition Spikes for Full-time CFOs, Startups Exploring Other Options

Back in May the Wall Street Journal published an article highlighting some of the challenges that high-growth tech companies are facing in recruiting or retaining experienced CFOs. See the full article here. Coming from a firm (Armanino) with thousands of clients in the tech and other industries and a practice area focused on executive search …

June 21, 2019

Operational Planning for Startups: What You Need to Do Now

Operational Planning – For your business to grow, it needs to run efficiently. You also need to avoid regulatory and legal pitfalls in murky areas such as overtime (and there are lots). An accounting system is central to your operations and success. And as workflow is established, there are peripheral and critical workflows you need …

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