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.

March 25, 2014

QuickBooks to Cloud: Considerations & Case Study

This week the Cloud Accounting Institute published a white paper on ‘Quickbooks to Cloud: What You Need to Consider’. The white paper helps identify some of the pain points organizations run into that indicate it’s time for an ERP change. Lindy AntonelliLindy leads Armanino’s Cloud Accounting Solutions Practice. She is the Founder & Chair of …

March 19, 2014

Business Intelligence in a Modern World

Business intelligence (BI) is defined as a set of theories, methodologies, architectures, and technologies that transform raw data into meaningful and useful information for business purposes. In other words BI interprets large volumes of data to be meaningful. Lindy AntonelliLindy leads Armanino’s Cloud Accounting Solutions Practice. She is the Founder & Chair of the Cloud Accounting …

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 …

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