Publications

GRF CPAs & Advisors insights delivered in ebooks, presentations, and white papers.

Stepping up from QuickBooks: Multi-Entity Organizations

From an operations perspective, you need to integrate front- and back-office systems and automate core processes. And, in many cases with multiple entities and locations, you even have distributed work teams. How will you handle payables across multiple locations or consolidate the books quickly each month – without cumbersome spreadsheets? It comes down to a…

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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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Secrets to Gaining Visibility into Nonprofit Financials

Flexible reporting functionality is a top criterion for nonprofits wanting to replace an underperforming financial management solution. The right financial management and reporting solution can be a critical driver of efficiency and visibility; the wrong solution can be a critical roadblock to strategic improvement. Read this ebook to learn how finance leaders can leverage the…

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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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Ebook: How to Speed Up Your Nonprofit Audit with Audit-Ready Financials

A guide to achieving an expedient and cost-effective audit In this era of the 24- hour news cycle and instant social media amplification of any scandal, nonprofit organizations have to be more cautious than ever about their stewardship. Funders have seen and heard too many stories of fraud, malfeasance, and poor financial leadership within the…

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Ebook: Benefits of Cloud-Based Nonprofit Accounting Software

Why nonprofits are moving financial management to the cloud At a minimum, a modern accounting system should automate and streamline core financial management functions such as Accounts Receivable, Accounts Payable, and Financial Close. But you can hardly fuel your growth and need for accountability and transparency by simply automating the minimum. Nonprofits have accounting, tracking,…

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Ebook: The Definitive Guide to Driving Nonprofit Finance Efficiency with Paperless Automation

When the COVID-19 pandemic hit, many nonprofit organizations experienced an urgent need to undergo rapid digital transformation. Cloud business systems helped staff stay productive while they worked from home under government stay-at-home orders. More than a year later, it is clear many of the pandemic’s effects on the way we work and utilize technology will…

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