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Insights

Recent Insights

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Podcast

January 10, 2025

09:22

Speakers: Matthew Socha, Danny Martinez

Explore solutions to common NFP accounting challenges, including staffing, compliance, and technical complexities.

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Article

November 8, 2024

Learn to navigate three revenue recognition pitfalls and ensure ASC 606 compliance with SaaS, cloud contracts, and payment processor partnerships.

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Article

July 21, 2026

Explore artificial intelligence (AI) in the insurance industry, including adoption trends, benefits, risks, common use cases and next steps for insurers.

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Article

August 28, 2025

Discover strategies tech startups can leverage during the venture stage to raise capital, build infrastructure and embed trust for long-term success.

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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.

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Article

March 4, 2026

Uncover third-party administrator partnership strategies to help insurance companies improve oversight management and strengthen TPA relationships.

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Article

December 1, 2025

Explore our guide to navigating the growth stage for tech startups. Understand the key elements, considerations and solutions to common challenges.

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

October 12, 2023

Discover the tax benefits of Qualified Small Business Stock (Section 1202) for technology companies. Get insights into QSBS opportunities and requirements.

Article

November 4, 2022

Learn key data areas to focus on and roadblocks that can stand in the way when expanding your business internationally.