People, Processes & Technologies: Defining the Tools for Best-in-Class FP&A

The past 18 months have been difficult for finance teams. Modern FP&A professionals are charged with providing strategic, data-driven advice that helps leadership make sound decisions in the near and long-term future. Finance teams need to answer specific questions, such as: What will the business look like given the economic climate? Where and what are […]

What is Reforecasting?

  Change is an ever-present companion in the business world. Different parts of the organization have learned to deal with these challenges in different ways. Sales teams meet frequently and keep a close eye on a prospect’s position in the funnel. IT teams have switched to Agile – a process that lets them incorporate changes […]

The Budget Process: FP&A Software vs Spreadsheets

Imagine what it felt like when companies first started to move from pen and paper budgets and planning to spreadsheets. The ability to quickly change data and see a cascading effect thanks to formulas must have been life changing. It looked and acted like a ledger but performed complex calculations automatically. So many things have […]

Partner Spotlight – Q & A with Innovia Consulting

We are pleased to announce our partnership with Innovia Consulting, a business consulting services firm recognized for delivering exceptional client service and innovative ERP solutions built on Microsoft Dynamics NAV. With 33 years in the business, three locations in the Midwest and hundreds of business software implementations, the company’s ERP experts have helped customers in nearly every […]

How Can You Ensure Financial Statements Are Accurate? Smart Budgets!

This past summer, The Cheatham County School Board found itself in an uncomfortable position; the Cheatham County Commission called a special meeting so that its members could explain how the Board had made $878,000 revenue mistake in the school budget. The reason? An error in a spreadsheet calculated a subtotal of $439,000 in revenues two […]

Partner Spotlight – Q & A with eBridge Connections

We are pleased to announce our latest partnership with eBridge Connections, a provider of cloud-based ERP and accounting integration solutions that automate vital business processes and eliminate the need for manual data entry. The eBridge universal integration platform supports over 30 ERP and accounting systems including products from Sage, Microsoft, SAP, NetSuite, and Epicor. After our Q&A session with them, […]

Why Database Applications beat Spreadsheets for Budgeting & Forecasting

Anyone who’s ever tried to create a budget in spreadsheets knows the frustrations of creating and maintaining formulas, tracking down broken links, getting ‘circular reference’ errors as well as the dangers of making strategic decisions based on error-prone data.  Fortunately, spreadsheets are NOT the only option.  Purpose-built, budgeting ‘database’ applications, make it easier to collect, consolidate, report and […]