Recent Insights
Newsletter
October 24, 2025
Review key Q3 2025 SALT updates and uncover practical insights to guide compliance, planning and alignment with shifting state and local tax policies.
Article
July 20, 2026
The future of SaaS and AI disruption is here. Explore why SaaS isn't dying and what providers and buyers must do to stay ahead in an agent-driven world.
Webinar Recording
March 26, 2025
Watch to learn how nonprofits and government entities can leverage direct pay credits for clean energy funding, tax relief, and financial sustainability.
Article
July 20, 2026
Understand the essential foundations organizations must establish to build scalable AI that is capable of keeping pace with rising workforce demands.
Newsletter
July 17, 2026
Review notable Q2 2026 SALT updates and uncover key insights for compliance, planning and alignment with evolving state and local tax policies.
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
May 14, 2026
Updated: August 17, 2026
Discover how a modern finance operations model combines both outsourced accounting and CFO services to improve decision-making and growth.
Article
July 14, 2026
Uncover how proactive cybersecurity measures strengthen security posture and the key strategies organizations can implement to build cyber resilience.
Report
June 16, 2025
Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.
Report
February 2, 2024
This report explores key challenges and other dynamics that impacted the Private Equity landscape in 2023 and presents the industry’s outlook for 2024.