Kinds: White Paper

How to Navigate Complex Expense Reporting and Auditing Problems

A June 2015 report from the Aberdeen Group reported that companies with best-in-class Time & Expense software “require 43% less time to fill out an expense report” and automated expense reports speed up approval time by 265% (from 9.3 days to 3.5 days). This marked improvement demonstrates the value of automation. However, those statistics also…

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Building Your Business Case for Planning Software in Just 6 Steps

Building Your Business Case for Planning Software in Just 6 Steps. Now is the time for a planning solution so you can prepare for what’s coming next before it gets here. Modernize and transform your planning process before your next planning season. It only takes a couple of weeks to determine your needs, build a…

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2022 Risk Outlook for Nonprofits and Associations

Our 2022 Risk Outlook reflects the key risks that we see our nonprofit and association clients prioritizing and the advice we’re offering our clients to mitigate them. These risks are: Cybersecurity, Information Security, and Data Privacy Disaster Recovery and Business Continuity Third-Party Risk Talent Management Revenue Diversification Diversity, Equity, and Inclusion Fraud Risk Please fill…

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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…

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Year-End Tax and Financial Planning Guide for Businesses

As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal and financial situation –– a continued global pandemic, several significant natural disasters, new tax laws and political shifts.

Year-End Tax and Financial Planning Guide for Individuals

As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal and financial situation –– a continued global pandemic, several significant natural disasters, new tax laws and political shifts. Now is the time to take a…

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6 Key Metrics for Professional Service Organizations

Service Performance Insight conducted a recent survey of 622 professional services organizations ranging from IT Consulting, Management Consulting, Marketing, Accounting, Legal and other types of service-based businesses, that has helped shed new light on performance expectations in a number of key areas. These Key Performance Indicators (KPIs), can help firms benchmark their financial data, and…

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5 Telltale Signs Your Nonprofit has Outgrown QuickBooks

Many small nonprofits manage accounting operations with small business software such as Intuit® QuickBooks®. QuickBooks is a great bookkeeping solution for small nonprofits, but as your organization grows in size and complexity, you’ll start to feel some growing pains. You might be able to limp along with QuickBooks, but you’d be missing out on the…

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Cloud Integration Starts with a Strong SaaS Backbone

The challenge of integrating a growing stable of SaaS applications along with legacy on premises software will be daunting for the next several years. Choosing flexible core applications will be paramount as organizations cope with an unprecedented pace of business change that will stress legacy software. Consider choosing one application to be the integration point…

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Next Generation Financial Consolidations

Corporate accounting has long been viewed as custodian and curator of financial data. However, whether it’s bringing the data together or distributing the financial results broadly, the financial consolidation process has long been an onerous drudgery of information assembly, validation, and reporting. The consolidation process for many corporate accounting groups is sometimes measured in months,…

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