Content Type: Article

It’s a Journey: Not-for-Profit Finance and Accounting Software Selection

By Jim Norton, CPA, Principal, Accounting Technology Services This article was published in the Fall 2022 issue of Connecticut CPA. If your organization is still generating manual reports, printing paper checks, and/or collecting antiquated expense reports, it’s time to revisit your finance and accounting software. Not-for-profits and associations are experiencing the same pain points as…

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Enterprise-Quality Financial Planning and Analysis with Excel

By CTCPA Advisory Council Chair Jim Norton, CPA, GRF CPAs & Advisors This article was printed in the Summer 2022 issue of Connecticut CPA Magazine Go to most midsize or above business software pages right now and keep track of how many times they talk about “outgrowing Excel” and the urgent need to replace Excel….

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3 Tips To Improve Your Audit

By Luis Rivera, Client Success Advocate, Accounting Technology Services With the ever-changing digitization of the world bleeding into companies opting for work at home opportunities over the traditional in-office 9-5; it is no surprise that this has led to audits going paperless. Below are three tips to help improve your audits. 1. Utilize Dashboards Dashboards…

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