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Insights

Recent Insights

Case Study

August 26, 2026

See how ERP optimization and finance transformation helped a law firm strengthen reporting, improve collections and build scalable finance operations.

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Podcast

June 25, 2026

20:24

Speakers: Alex Wiley, Kristin Bettorf

Learn why finance modernization is a top priority for modern CFOs and how professional services firms can improve visibility, margins, and growth.

Webinar Recording

August 27, 2024

Learn the principles of value analysis and practical techniques for enhancing customer value and understand how to apply these concepts.

Webinar Recording

September 14, 2021

Listen to key sales and use tax topics for tech companies regarding economic nexus, product and service taxability, sourcing SaaS and more.

Case Study

January 29, 2024

Discover how we helped the higher education institution overcome financial challenges and improve resource management across its college system through cost and revenue analytics.

Article

August 21, 2019

Learn more about how various states classify your product as a service or as tangible personal property with the True Object Test for Technology Companies.

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Podcast

July 13, 2026

8:52

Speakers: Alex Wiley, Kristin Bettorf

Learn how modern CFOs build a connected digital core to improve finance transformation, AI adoption, data integration and business performance.

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Article

February 20, 2025

Learn the 2026 professional services trends that are shaping the future of the industry, from strategic investments to technological innovation.

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Article

August 1, 2022

Updated: June 5, 2025

Find out the key rules architects and engineers should note before claiming a 179D tax deduction, including eligibility and benefits.

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Article

January 5, 2024

Discover how Sage Intacct can strengthen your financial tech stack against economic downturns. Explore 5 key strategies for resilient finance management.