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Insights

Recent Insights

Case Study

June 3, 2026

See how executive search and interim accounting support enabled a cybersecurity firm to fill a critical controller role while maintaining compliance.

Cybersecurity System Analysis Control Room

Case Study

May 26, 2026

Learn how CKS Packaging used cloud ERP to recover from a ransomware attack and restore Microsoft Dynamics 365 Business Central operations.

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Case Study

May 7, 2026

Discover how a private equity firm unified multi-entity accounting systems, improved financial reporting and achieved scalable finance transformation.

NMTC JASTECH

Case Study

April 29, 2026

See how JASTECH uses NMTC financing to expand environmental education, brownfield redevelopment, and workforce programs in Philadelphia.

Soup Kitchen Volunteer

Case Study

April 27, 2026

Learn how Fare Foods is expanding its Illinois food distribution facility to support fair, festival, and event food logistics nationwide.

Cybersecurity data protection lock business technology privacy

Case Study

April 15, 2026

Learn how a cybersecurity startup scaled with strong financial operations, outsourced accounting, FP&A, and CFO advisory support for growth.

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Case Study

April 8, 2026

Learn how CFO advisory services improved month-end close, reduced timeline, and delivered controllership solutions for a manufacturing supplier.

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Case Study

March 30, 2026

See how CFO advisory services solved complex global tax, compliance, and accounting challenges for a growing enterprise.

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Case Study

March 10, 2026

See how a community college foundation improved endowment compliance, cleaned financial data and aligned governance with UPMIFA standards.

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Case Study

March 6, 2026

Explore the importance of ERP for mergers and acquisitions, and learn why ERP systems and advisory services are essential for business transformation.