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Automated Controls in Budgeting & Analysis Process

Now you can harness the power of IT automation year-round in your Budgeting & Forecasting Process By Alan Hart, MBA Even after many years of working in designing and implementing accounting and financial processes and internal control over financial reporting, I am still amazed at how much more reliable automated (IT) controls are over manual […]

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Analytics Maestro Now Includes Updated Dashboarding, BI and Reporting Features

Analytics Maestro, which extends Budget Maestro’s reporting capabilities, has newly updated and significant features.  The latest version of Analytics Maestro includes an updated financial dashboard for executives to quickly see how they are performing against KPIs. Analytics Maestro gives users the ability to perform complex analysis, and includes the abilities to drill-down to underlying data, […]

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The Budget & Forecast Process – What Really Matters

Get real, meaningful value from your budgeting process By Alan Hart, MBA How much value is your organization getting out of the budget process, once the budget is created?  Is management able to quickly and intelligently make decisions driven by actual operations results compared with budgeted expectations?  How often do you have an opportunity to […]

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Budgeting versus Rolling Forecasts

Every organization has a budget.  And many organizations spend far too much time on the annual budgeting process.  So does it make sense to just stop budgeting all together? Industry Market Trends asked this question in its recent article, “Is it Time To Scrap the Annual Budget Process?”  Steve Player, program director of the Beyond […]

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The Magic Number of KPIs for Budgeting

Have you ever worked with someone who told you “everything is a priority?”  Don’t you want to channel “The Princess Bride” and inform them, “I do not think that word means what you think it does.” Well, KPIs can be like that too – if you consider nearly every metric a KPI.  At that point, you’ve lost […]

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Steve Player Helps Small to Mid-sized Enterprises Master Business Forecasting

Steve Player, noted author and program director for the Beyond Budgeting Round Table (BBRT), is sharing his insights on business forecasting in an upcoming webinar, “How can Small to Mid-Sized Enterprises Master Business Forecasting.” The webinar takes place on Thursday, June 13 at 11:30am ET. You should attend this webinar if any of these apply […]

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Variance Analysis for Budgeting and Forecasting

Variance analysis is extremely important, and can definitely be more accurate and efficient. Plans often go awry which is fine if it’s your dinner plans.  However, when your actual results don’t sync with your financial plan, you have a problem. Every general ledger account balance of your monthly actual results is likely to be different […]

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Reforecasting: A Vital Part of the Budgeting and Planning Process

“Life moves pretty fast.  If you don’t stop and look around once in a while, you could miss it.” – Ferris Bueller Business moves fast too.  And in the day-to-day world of a CFO or a senior finance executive, you know all too well the importance of reforecasting.  Reforecasting gives you the ability to adjust […]

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Improve Budgeting Efficiency with QuickBooks Integration

Bridge the gap between QuickBooks and your budgeting tool for easier, more accurate planning Creating budgets and forecasts in QuickBooks used to put businesses between a rock and a hard place; accept the limited functionality of QuickBooks or deal with an Excel nightmare. Now there’s Link Maestro, the only data bridge on the market that […]

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