Accounting Technology Tips and Tricks: Sage Intacct’s Collaborate
By: Luis Rivera Sage Intacct’s Collaborate is a tool already included within a Sage Intacct subscription. It allows you to share information and capture internal conversations within a record or transaction, so you can stay up to date in real-time. No more waiting on e-mail responses or sifting through your email history just to find…
Tips for Easier Tax Filing in 2022
By Jennifer Galstad-Lee | Senior Manager, Tax The U.S. tax filing season is officially underway! The IRS has started accepting and processing income tax returns for the 2021 tax-year as of Monday, January 24, 2022. Filing Basics for Individuals Remember that most income is taxable. Be sure to keep records for income items, including: Forms…
Moving Accounts Payable and Vendor Management Functions from Paper Trails to Information Superhighway
Another year has come to a close, and a new one starts. Trends and countless surveys are showing that forcing a return to 100% in-office work will not bode well for organizations. “The great resignation” is happening in part because talented team members know that they can find employee-first organizations who understand there’s no reason…
Accounting Technology Tips & Tricks of The Month
This month’s “Tips & Tricks” are keyboard shortcuts for Sage Intacct. The following shortcuts are available within a standard browser or are exclusive to Sage Intacct. Actions Record and Transaction Data Entry Enter Date Calculations Shortcuts Contact GRF’s Accounting Technology Services (ATS) team offers clients only the best software products on the market today…
Top 3 Takeaways from the 2021 Sage Transform Conference
By Luis Rivera Members of GRF CPAs & Advisors’ ATS & OAAS Teams Photographed Above Cloud-based market leader Sage Intacct recently held its annual Transform event, from November 8th– 12th in Las Vegas, Nevada. Due to Covid-19, Sage Intacct offered both in-person & virtual options with a turnout of over 1,000 attendees in-person. Formerly Sage…
Ebook: How to Make Period-End Accounting Stress-Free with Accounts Receivable Automation
Closing month-end books and managing the myriad year-end tasks can be a stressful time for any finance team. Between reconciling accounts, counting inventory, and ensuring that your business stays compliant with tax and regulatory laws, every member of the finance team has their hands full at the end of the fiscal year. Thankfully, you can…
Forward-Looking FP&A by the New Year
Of all the finance and accounting functions in an organization, one of the most rapidly growing is Financial Planning & Analysis (FP&A). As defined by Gartner, “Financial planning and analysis (FP&A) is a set of four activities that support an organization’s financial health: planning and budgeting, integrated financial planning, management and performance reporting, and forecasting…
The 3 Keys to Accurate, Consistent, and Timely Financial Reporting for Professional Services Firms
This post was originally published on the Sage Intacct Blog Achieving a state of accurate, consistent, and timely financial reporting is not without its challenges. Certainly, for professional services firms with fluctuating demand, new market opportunities and Paycheck Protection Program (PPP) reporting needs, financial reporting is vastly more complex and often includes a “need it…
20 Questions to Ask Before You Buy Nonprofit Accounting Software
This post was originally published on the Sage Intacct Blog The decision to purchase a nonprofit accounting software solution requires careful consideration and research. After all, your organization’s financial management system will play a crucial role in your mission. The right accounting software will help you measure and analyze your financial performance, program outcomes, and…
Goodbye Limited-Scope Audits, Hello ERISA 103(a)(3)(c) Audits
By Jennifer McCahill, CPA, Partner In addition to disrupting business planning and operations, the COVID-19 pandemic also provided a reprieve from certain accounting standards changes with implementation dates in 2020. With the pandemic winding down and 2022 around the corner, now is the time to prepare for the implementation of SAS 136 for retirement plans…