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Insights

Recent Insights

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Article

September 21, 2026

Discover how technology CFOs operate as finance architects, the finance function elements they're responsible for connecting and how they can start.

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Podcast

February 10, 2025

20:36

Speakers: Sarah McGregor, Oscar A. Osorio, Lisa Macri

Stay ahead of tax reporting changes with insights on ASC 740, ASU 2023-09, tax reconciliation, and financial statement disclosure requirements.

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Webinar Recording

January 29, 2026

Watch to learn how upcoming state and local tax changes may impact 2026, with insights on SALT compliance, controversy issues, and strategies.

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Article

September 21, 2026

Discover what technology paralysis looks like, why technology companies face finance modernization delays and practical actions to move forward.

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Article

April 7, 2026

Explore the essential steps of the IPO timeline. Learn how long it takes to go public and key IPO timing insights for a successful market debut.

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Article

August 12, 2025

Discover how the 2025 tax reform impacts tech companies, from R&D expensing and QSBS changes to bonus depreciation and international tax rules.

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Article

April 15, 2026

Discover why data capture is essential for ASU 2023-09 compliance and the technology solutions businesses can leverage to start the process now.

Recurring Revenue Valuations

Video

June 18, 2025

Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.