I’m Often Asked, “What’s the Difference Between an ERP and a CRM?”
By Jim Norton, CPA, Principal, Accounting Technology Solutions It all starts to sound like alphabet soup after a while, but modern organizations are increasingly dependent upon cloud technology to get things done. In fact, remote work demands that data reside in the cloud so that work can be done anywhere and at any time. Over…
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…
How a Small Energy Association Used Technology to Support Rapid Expansion
In just three years, the Clean Energy Buyers Association (CEBA) and its affiliate the Clean Energy Buyers Institute (CEBI) had grown from six employees to nearly 60. With growth, CEBA was managing over $10 million in annual revenue and representing over 300 members.
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…