Recent Insights
20:46
Speakers: Jim Holman
Learn how to develop an effective ERP strategy that aligns with your business goals, focusing on change management and stakeholder engagement.
Webinar Recording
July 12, 2024
Learn effective grant writing, best practices, and financial considerations to secure New Markets Tax Credits and competitive funds.
Article
July 11, 2024
Learn how CDFIs use NMTC allocations to empower low-income communities through affordable housing, business development and economic growth.
Article
June 28, 2024
Discover how ERP and automation tools can streamline your finance and accounting processes for better accuracy and efficiency. Transform your back office today!
Article
July 9, 2024
Discover essential updates to IRS Form 6765 for claiming R&D tax credits. Learn about new sections and detailed filing requirements.
Article
June 28, 2024
Strengthen internal controls for successful SOX compliance. Learn how to identify inefficiencies, manage risks and implement solutions.
13:51
Speakers: Jim Holman
Learn to identify ERP failure signs, how to address them and explore strategies to avoid common pitfalls in ERP implementation.
25:17
Speakers: Sarah McGregor, Barry M. Weins
Maximize tax savings with section 1202. Learn the qualifications, benefits and strategies to attract investors and grow business efficiently.
Article
June 10, 2024
Enhance your financial reporting process with these 10 tips. Ensure accuracy, timeliness and compliance for better business decisions.
Article
June 10, 2024
Unlock the potential of AI for finance operations, explore use cases and best practices for workflow automation and predictive analytics.