4 Critical Areas to Explore Before Setting Up a Family Office

As families and their professional advisors begin discussing the potential benefits of creating a family office to manage their affairs, a number of challenges need to be considered to ensure the office meets the family’s goals. Identify what you [...]

By |2021-07-06T17:32:09-04:00July 6th, 2021|Categories: Blog, Consulting, Family Office, Tom Crotty|Comments Off on 4 Critical Areas to Explore Before Setting Up a Family Office

Shifting from a Family Office to a Family Enterprise Mindset

A common mistake made by many high-net-worth individuals and families is failing to treat their family’s financial affairs as a business entity in their own right. Managing the business of the family’s assets is a critical practice that demands [...]

By |2021-06-22T11:30:56-04:00June 22nd, 2021|Categories: Blog, Consulting, Family Office, Outsourced Accounting, Tom Crotty|Tags: , , , , |Comments Off on Shifting from a Family Office to a Family Enterprise Mindset

Getting Started with Outsourced Manufacturing

For startup food, beauty, and natural product companies that are interested in outsourcing their manufacturing, choosing the best partner is a critical decision that can impact their long-term success. Outsourced manufacturing — often referred to as co-packing, co-manufacturing, or [...]

By |2021-06-15T11:42:55-04:00June 15th, 2021|Categories: Blog, Cloud Technology, Consulting, Food & Beverage, Frank Balestreri, Manufacturing & Distribution, Software Solutions, Wherefour|Tags: , , , , , |Comments Off on Getting Started with Outsourced Manufacturing

Getting Your Ducks in a Row Before an IPO

Along with providing an infusion of capital to a growing company, going public brings strict financial reporting and compliance requirements that need to be in place well before the offering. To meet investor expectations for a timely closing and [...]

By |2021-06-08T19:00:20-04:00June 8th, 2021|Categories: Audit, Blog, Consulting, Internal Audit, Kevin Shives, Sarbanes-Oxley Compliance, Technology|Tags: , , , , , , , , , |Comments Off on Getting Your Ducks in a Row Before an IPO

Creating an Effective Family Office Structure

One of the most important factors in determining the success and effectiveness of a family office is creating a family office structure that supports the family and its objectives. This is typically a personalized decision that addresses several factors [...]

By |2021-06-02T18:13:10-04:00June 2nd, 2021|Categories: Blog, Consulting, Estate & Trust, Family Office, Tom Crotty, Uncategorized|Tags: , , , |Comments Off on Creating an Effective Family Office Structure

Identify General Ledger Outliers Automatically

By applying machine learning to analyze journal entries that need approval, Sage Intacct is helping finance teams save time while improving trust in their organizations’ data. Sage’s new Outlier Detection Feature for General Ledger, now available for early adopters, [...]

By |2021-06-02T19:08:19-04:00May 27th, 2021|Categories: Blog, Cloud Technology, Consulting, Technology|Tags: , , , |Comments Off on Identify General Ledger Outliers Automatically

9 Reasons to Utilize Outsourced Accounting Services

Outsourcing offers unique solutions to some of today’s biggest accounting challenges. If your company is debating over how to best account for its transactions, consider the top reasons to outsource: Cost – Outsourced accountants can cost a fraction of [...]

By |2021-05-18T18:40:34-04:00May 18th, 2021|Categories: Blog, Consulting, Outsourced Accounting|Tags: |Comments Off on 9 Reasons to Utilize Outsourced Accounting Services

Why You’ll Love Sage Intacct’s New Interactive Visual Explorer

Finance and business leaders can make better decisions by understanding their data more easily with the help of Sage Intacct’s new Interactive Visual Explorer tool. Part of Sage Intacct’s 2020 R4 release, the Interactive Visual Explorer provides visual representations [...]

By |2021-04-26T16:23:36-04:00April 22nd, 2021|Categories: Blog, Cloud Technology, Consulting, Kevin Shives, Sage Intacct, Software Solutions|Tags: , , , , |Comments Off on Why You’ll Love Sage Intacct’s New Interactive Visual Explorer

The Benefits of Replacing Grant-Tracking Spreadsheets with Sage Intacct

Effective grant management is key for nonprofits in fulfilling their mission, and tracking grant-related activities with Sage Intacct offers nonprofits a powerful way to enhance efficiency and their ability to serve their constituents. Grant management requires a variety of [...]

By |2021-04-20T17:05:43-04:00March 31st, 2021|Categories: Blog, Cloud Technology, Consulting, Kevin Shives, Nonprofit, Sage Intacct, Software Solutions|Tags: , , , , |Comments Off on The Benefits of Replacing Grant-Tracking Spreadsheets with Sage Intacct

Understanding (and Reading) a Cash Flow Statement

A cash flow statement is an important tool that management should review on a consistent basis to gain valuable insights into the company’s financial health and identify emerging or potential problems. Cash flow statements help you understand your company’s [...]

By |2021-03-04T13:28:59-05:00March 4th, 2021|Categories: Blog, Consulting, Frank Balestreri, Outsourced Accounting|Tags: , , |Comments Off on Understanding (and Reading) a Cash Flow Statement
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