Recent Insights
Article
December 17, 2025
Updated: June 10, 2026
Uncover how cloud and data migration benefits modern mid-size organizations by driving efficiency, scalability and innovation, and learn why it's important.
Article
June 9, 2026
Explore the court cases that expanded COVID-19 tax relief and learn how to claim your IRS pandemic penalty refund before the July 10, 2026, deadline.
Webinar Recording
June 9, 2026
Watch and learn advances Sage Intacct + Ramp integration patterns, including GL, AP, and hybrid workflows to improve spend visibility and automation.
Article
June 8, 2026
Explore how multi-entity finance operations can use unified platforms and automation to reduce complexity, centralize workflows and scale effectively.
17:20
Speakers: Sarah McGregor, Michael Wronsky
Learn how COVID disaster relief may create IRS refund opportunities, penalty abatements, and extended tax deadlines for taxpayers.
Article
June 2, 2026
Explore how the precedents set by South Dakota v. Wayfair continue to impact sales tax governance for businesses eight years after the case.
Webinar Recording
June 1, 2026
Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.
Article
May 28, 2026
Understand why defining AI risk ownership is crucial for organizations and explore how establishing a structured AI triad assigns governance accountability.
Article
May 27, 2026
Explore SBA PPP loan reviews and what they mean for borrowers and financial institutions, including key review focus areas and how to remain prepared.
Article
July 30, 2024
Updated: May 15, 2026
Understand how to prepare for an IPO with our readiness checklist. Discover key components of preparation and strategic considerations in our guide.