Recent Insights
14:39
Speakers: Danny Martinez
Learn how educational institutions can improve endowment oversight, address personnel transitions, and align funds with mission-driven goals.
Webinar Recording
November 6, 2024
Learn how 3rd party tools can enhance your accounting processes, from expense management to budgeting, by automating tasks and increasing efficiency.
Article
August 19, 2024
Learn the benefits of using Tableau Pulse for AI-powered data analysis, real-time monitoring and simplified advanced analytics for business intelligence.
Webinar Recording
May 24, 2024
Watch our webinar to learn how to address staffing shortages in the accounting and finance departments of nonprofit organizations.
Webinar Recording
April 25, 2024
Watch our webinar to explore leveraging Microsoft tools to boost efficiency with AI workflows, and data analysis with Azure solutions.
12:41
Speakers: Michael Valerio, John Bartz
Listen to our podcast to learn how a Sage Intacct solution could greatly improve your tech company’s reporting and financial management.
Alert
March 26, 2020
Discover three year-end planning techniques relating to R&D tax credits and revenue recognition that may help save technology companies money in 2019.
Article
May 21, 2025
Updated: July 31, 2025
Learn why home service companies, like HVAC, plumbing and pest control, are prime targets for private equity firms. Discover how to offset the risks here.
13:07
Speakers: Daniel Wheadon, Vivian Kohrs
Learn how Section 174 changes, Form 6765 updates and documentation requirements are shaping R&D tax credit compliance for technology companies.
Case Study
June 11, 2026
Learn how a retail SaaS company improved multi-entity accounting, SaaS KPI tracking, and financial reporting after rapid acquisitions.