Wherefour Optimizes Inventory and Co-Packing Success via Linked Accounts

Effective inventory management and communication between companies are critical factors in successful co-packing collaborations – which is why we are excited about Wherefour’s latest release that adds a new level of visibility to help food companies and co-packers work [...]

By |2020-09-25T13:05:49-04:00September 17th, 2020|Categories: Blog, Cloud Technology, Consulting, Food & Beverage, Frank Balestreri, Manufacturing & Distribution, Software Solutions, Wherefour|Tags: , , , , |Comments Off on Wherefour Optimizes Inventory and Co-Packing Success via Linked Accounts

Leveraging Sage Intacct and Salesforce for a Complete Nonprofit Solution

Americans donated over $410 billion to nonprofits in 2017, up 5.2% from the previous year. Yet research also shows that between the years 2000 and 2016, the percentage of the population that donates to any cause fell from 66% [...]

By |2020-09-11T20:04:23-04:00September 11th, 2020|Categories: Blog, Cloud Technology, Consulting, Kevin Shives, Nonprofit, Sage Intacct, Software Solutions|Tags: , , , , , , , |Comments Off on Leveraging Sage Intacct and Salesforce for a Complete Nonprofit Solution

From QuickBooks to Cloud Accounting With Sage Intacct: Enabling Your Finance Teams from Anywhere

 Your accountants may be working from home, but what about your accounting processes? In many cases, working from home means “making do” with a lesser version of the office that lacks the same tools, data, and easy collaborative opportunities. Accountants [...]

By |2020-06-12T15:48:18-04:00June 15th, 2020|Categories: Blog, Cloud Technology, Consulting, Kevin Shives, Sage Intacct, Technology|Tags: , , |Comments Off on From QuickBooks to Cloud Accounting With Sage Intacct: Enabling Your Finance Teams from Anywhere

Is It Time To Outsource Finance and Accounting?

Outsourcing may appeal to organizations that are currently struggling with mounting overhead costs during the COVID-19 crisis. By outsourcing, you convert certain fixed overhead costs associated with compensating and supporting employees into variable costs that can be scaled back [...]

By |2020-06-12T15:51:15-04:00June 12th, 2020|Categories: Audit, Blog, Outsourced Accounting|Tags: |Comments Off on Is It Time To Outsource Finance and Accounting?

PPP Update: SBA Issues Loan Forgiveness Application

On Friday afternoon, the SBA released additional guidance on several key elements related to PPP forgiveness, as well as a PPP Loan Forgiveness Application. Some areas that have been better defined, include: Alternative Payroll Covered Period Added For payroll [...]

By |2020-05-16T15:17:45-04:00May 16th, 2020|Categories: Blog, Consulting, COVID-19, Frank Balestreri, Small Business Services|Tags: , , , , , , |Comments Off on PPP Update: SBA Issues Loan Forgiveness Application

PPP Loan Forgiveness Isn’t a Given

One of the most attractive elements of the Small Business Administration’s Paycheck Protection Program (PPP) is the potential forgiveness of funds advanced that small business owners use for payroll and other eligible expenses. Obtaining that forgiveness, however, may not [...]

By |2020-05-14T14:47:37-04:00May 8th, 2020|Categories: Blog, Consulting, COVID-19, Frank Balestreri, Small Business Services|Tags: , , , |Comments Off on PPP Loan Forgiveness Isn’t a Given

Paycheck Protection Program: Forgiveness Checklist

If you've secured funding from the Paycheck Protection Program – now is the time to get a head start on gathering the documents you'll need to apply for forgiveness. Our checklist provides: A quick overview of what to expect [...]

By |2020-05-14T14:48:55-04:00April 24th, 2020|Categories: Blog, Consulting, COVID-19, Frank Balestreri, Kevin Shives, Small Business Services|Tags: , , , , |Comments Off on Paycheck Protection Program: Forgiveness Checklist

CFO Services – Adding Strength to Manufacturing and Distribution

For a lot of small to mid-size manufacturing and distribution businesses, there’s a conundrum looming over the accounting department. Often, these departments consist of just a few accountants, possibly a controller or accounting manager. Typically the business owner serves [...]

By |2020-03-23T14:07:52-04:00March 30th, 2020|Categories: Consulting, Food & Beverage, Frank Balestreri, Manufacturing & Distribution, Outsourced Accounting, Small Business Services, Uncategorized|Tags: , , , , , |Comments Off on CFO Services – Adding Strength to Manufacturing and Distribution

4 Reasons Sage Intacct’s Open API Should Put it at the Top of Your ERP List

Sage Intacct became one of the leading financial management solutions on the market for lots of reasons: flexibility, advanced automation, intuitive features, complex accounting capabilities, and the list goes on. However, a compelling feature that distinguishes it from much [...]

By |2020-03-23T13:13:00-04:00March 24th, 2020|Categories: Blog, Cloud Technology, Consulting, Kevin Shives, Sage Intacct, Software Solutions|Tags: , , |Comments Off on 4 Reasons Sage Intacct’s Open API Should Put it at the Top of Your ERP List

Best Practices for Closing Your Books

In a survey that asked 2,300 organizations about their month-end close, the bottom 25% needed 10+ days to finish, while the top 25% needed 5 days or less. So where do you fit on that spectrum? No matter what [...]

By |2020-02-14T12:49:53-05:00February 14th, 2020|Categories: Blog, Consulting, Frank Balestreri, Outsourced Accounting|Tags: , , , , |Comments Off on Best Practices for Closing Your Books