April 24, 2024 26 min read The first 90 days: A CFO’s 21-step plan for success Everything new CFOs need to think about during their first 90 days, which is covered in this essential guide. More information Download
July 26, 2023 5 min read Tips for Navigating the Complexity of Nonprofit Financial Management We examine some of the biggest demands nonprofits are facing today and provide the top five tips for navigating the comp... More information Download
July 25, 2023 14 min read Break the late payments cycle with human psychology In this article we help you understand why late payments happen and how you can avoid it in future. More information Download
July 19, 2023 3 min read Get paid faster with our free late payment letter templates We're here to help you collect your overdue payments with our easy-to-use free templates. More information Download
March 29, 2023 6 min read Best practices & recommendations for your remote finance team Sage Intacct knows that our customers and partners are depending on us and the services we provide now more than ever. W... More information Download
February 25, 2023 6 min read Free Invoice Templates – Small Business Running a small business requires a lot of oversight. Invoicing is a big deal but it’s not quite big picture stuff. As a... More information Download
February 20, 2023 6 min read Free Invoice Templates – Design Designers perform a range of different services, from interface design to coding websites to graphic design and everythi... More information Download
February 13, 2023 1 min read Better business with cash-flow clarity A successful business starts with a healthy cash-flow, especially in turbulent economic times. Use our free calculator a... More information Download
February 7, 2023 5 min read Free Invoice Templates – Sales Making a sale is not easy—so proper recording of that sale shouldn’t be neglected. A sales invoice is an essential tool ... More information Download
February 3, 2023 6 min read Free Invoice Templates – Contractor Contractors perform a wide range of services, from home remodeling to business consulting to tutoring services and beyon... More information Download
January 20, 2023 5 min read Free Invoice Templates – Simple Here's the bottom line: If you want to get paid for any services you provide, you're going to need to supply your custom... More information Download
January 13, 2023 6 min read Free Invoice Templates – Freelance Freelance work is a liberating way to make a living. But when it comes down to it, getting paid for freelancing can some... More information Download
January 11, 2023 6 min read Free Invoice Templates – HVAC Download our HVAC service invoice template for free so you can leave the job with a check in your hand every time. More information Download
January 9, 2023 5 min read Free Invoice Templates – Professional Services You provide a professional service, and you do it well—shouldn’t your billing method reflect that same professionalism? ... More information Download
January 5, 2023 3 min read Small business accounting: 5 steps to start your books Are you a small business just getting started? Getting started with your bookkeeping or accounting can be stressful for ... More information Download
November 30, 2022 5 min read How a non-profit is cutting costs by upgrading its inventory management It never crossed my mind that I would be interviewing Eric Darling, Warehouse Manager of Bethel Church of Redding from h... More information Download
November 16, 2022 7 min read How to prepare your nonprofit finance team for #GivingTuesday November is a wonderful time of year and the kick-off to the strongest season of individual giving to nonprofits. Thank... More information Download
October 27, 2022 7 min read Why organizations switch from Oracle Netsuite to Sage Intacct It’s a question on the minds of many organizations looking to automate financial management, improve visibility, and sca... More information Download
October 24, 2022 3 min read Outgrowing quickbooks: research shows quickbooks isn’t keeping pace As a low-entry bookkeeping tool, QuickBooks meets the needs of many organizations, but pressures facing finance departme... More information Download
September 8, 2022 5 min read 6 ways to build a more effective SaaS finance team If they're being honest with themselves, any successful SaaS company will probably admit that their CFO had a large han... More information Download
August 3, 2022 6 min read X the Excel: automating nonprofit budgeting for strategic planning To lead a nonprofit organization, you must envision the future and understand the past. A solid nonprofit budgeting and... More information Download
August 2, 2022 4 min read Report investigates the future of Microsoft Dynamics GP users as they face ‘urgent’ product transition Microsoft Dynamics Great Plains (GP) is a popular financial management/ERP software with older versions of its product s... More information Download
July 21, 2022 4 min read How SaaS companies should prepare for an IPO Wow, an IPO is a massive milestone! It signifies that your company is a clear forerunner in its market and that it’s run... More information Download
July 19, 2022 4 min read 5 steps to build your revenue recognition strategy Revenue recognition is at the heart of accounting for SaaS and subscription companies. But it is complicated.&nbs... More information Download
July 11, 2022 3 min read Unlock value with the keys to a faster close Are you under pressure to close your books faster? You’re not alone. An overwhelming 93% of respondents in our annual “... More information Download
June 28, 2021 6 min read Automation & transparency help airport mitigate financial turbulence The Erie Regional Airport Authority is a municipal organization that operates Erie International Airport, which offers ... More information Download
April 20, 2021 1 min read Download Your Free Quick Start Guide to Bookkeeping Starting your books for the first time can often be a daunting task, but it doesn’t need to be. With our Quick Start Gui... More information Download
March 3, 2021 7 min read Know your tax dates & IRS forms with our calendar Let's be honest: Getting your business tax right can be difficult. This guide to IRS forms will help, as can our busines... More information Download
February 12, 2024 10 min read How to recommend software to accounting clients Everything you need to know about recommending software to accounting clients, and a free checklist. More information Download
July 7, 2023 6 min read The Benefits of Conducting a Remote Nonprofit Audit Today’s nonprofit organizations operate in an environment of constant scrutiny. A 24-hour news cycle and social media q... More information Download
November 4, 2022 7 min read How 5 churches use technology to improve stewardship of church finances Using a modern cloud-based church accounting software system is one of the best ways to support good stewardship of chu... More information Download
March 7, 2022 7 min read Consolidated financials: nonprofit multi-entity accounting best practices Multi-entity nonprofits have more complexity when it comes to nonprofit accounting and financial statement preparation.... More information Download
March 2, 2022 4 min read ROI from cloud financial management–what to consider for your company Are you a finance leader who is considering moving to the cloud? If you are, I might be able to help you understand wha... More information Download
January 19, 2022 6 min read 10 do’s and don’ts for a successful fund accounting software search Is your nonprofit in need of a new fund accounting software solution? Growth brings more funds and programs to manage, ... More information Download
January 11, 2022 7 min read 10 financial operations predictions for small and midsize SaaS CFOs and controllers A great thing about seeing a big white 2 replace the big white 1 following 202, is of course the prospect of a new year... More information Download
November 19, 2021 5 min read Shift happens – why nonprofit finance transformation is important Nonprofit finance transformation helps finance leaders unlock the power of real-time data and automation, so they can b... More information Download
October 22, 2021 2 min read What clients want in 2021 and beyond Businesses have always turned to their accountant in times of need, and recent times have tested this rule to its limit.... More information Download
October 21, 2021 5 min read Finance modernization helps CPA firm accommodate growth and eliminate 100 hours from budget creation process In a recent blog, we shared how HoganTaylor LLP increased overall accounting efficiency 90% and eliminated $200,000 in a... More information Download
October 19, 2021 4 min read Utilizing Sage Intacct cloud software for your real estate investment trust Sage Intacct cloud-based accounting software can reduce the complexity of multi-entity real estate investment trusts (RE... More information Download
October 6, 2021 6 min read [1+1 > 2] The benefits of integrating best-in-class nonprofit software Integrating the various systems in your nonprofit’s financial management ecosystem provides much deeper financial insig... More information Download
September 30, 2021 5 min read How 20-minute monthly forecasts empowered a boutique hotel’s accounting partners The COVID-19 pandemic hit hotels particularly hard, especially in the beginning. Hospitality executives who are usually ... More information Download
August 31, 2021 4 min read What’s new in Sage intacct 2021 release 3 We are now welcoming our third release of Sage Intacct in 2021! Our latest release reduces manual processes with automat... More information Download
July 26, 2021 7 min read A checklist of must-have features and capabilities for the ideal SaaS finance tech stack “The best finance tech stack revolves around two things, a frictionless customer experience, and fast, complete reporti... More information Download
July 22, 2021 4 min read Hope human services cuts budgeting time 50% and adopts flexible rolling forecasts With rapid business growth and multi-entity complexity, Excel-based budgeting became a labor-intensive pain point at Hop... More information Download
July 15, 2021 5 min read With visibility from Sage Intacct, Dawson Creek slashes transportation costs by 22% Dawson Creek Society for Community Living began as a parent-driven organization aiming to serve adults with developmenta... More information Download
July 2, 2021 5 min read How to build lasting customer relationships at your accounting firm In many ways, the world is a new place. The pandemic forced businesses and industries to evolve and pivot at a moment’s ... More information Download
June 16, 2021 4 min read Optimum employer solutions eliminates up to 50 hours a month in manual accounting work When Jenafer Elin, the director of finance at Optimum Employer Solutions, proposed upgrading from QuickBooks back in 201... More information Download
April 21, 2021 6 min read Ace nonprofit education financial management with cloud accounting software Whether you support schools and colleges, libraries, research facilities, or other nonprofit education organizations, u... More information Download
March 24, 2021 7 min read How to start a bookkeeping business: Top tips to help you succeed Thinking about starting your own bookkeeping business? If so, you're in the right place to learn about taking the steps ... More information Download
March 23, 2021 4 min read 3 hacks to forecast for your next stage of funding Most startup fundraising advice focuses on having the right metrics to convince investors your business has the potenti... More information Download
January 3, 2024 4 min read Five tips to help you bid smarter Here are our five tips to help you bid smart and get the construction projects you want - projects that fit both your st... More information Download
January 7, 2023 6 min read Free Invoice Templates – Construction Buildings, infrastructure, or industrial. Commercial or residential. Regardless of trade and sector, if you’re a worker ... More information Download
May 3, 2021 1 min read Driving growth through automation in construction accounting – On-Demand Webcast When the limitations of your accounting solution require manually updating spreadsheets outside your system of record, y... More information Download
April 2, 2021 3 min read How to leverage the cloud in construction to increase collaboration and productivity Cloud technology and construction go hand in hand as the industry is under pressure to embrace digitization and improve ... More information Download
December 20, 2023 7 min read Ministry Intelligence: Next Generation Church Financial Reporting Learn how Sage Intacct Ministry Intelligence can help improve your church management system and help you stay on top of ... More information Download
June 8, 2023 6 min read Supply chain management: Definition, components, and technologies Supply chain management definition, objectives, and components involved. Also, the benefits of using technology and tips... More information Download
February 1, 2022 4 min read 4 reasons SaaS startup CFOs need a tech stack built for a subscription business Over the last three years, start-ups have raised funding every 15 months. As your SaaS company grows in complexity and ... More information Download
August 28, 2021 6 min read Discrete manufacturers: say goodbye to supply chain headaches and hello to traceability A new report from IDC says that 97% of discrete manufacturers will focus on visibility, with 60% concentrating their eff... More information Download
March 14, 2021 6 min read The Intelligent GL and the evolution of nonprofit accounting Nonprofit organizations use accounting to record transactions, organize data, and better understand their financial pos... More information Download
December 15, 2023 2 min read How to successfully secure venture capital funding Unlock the secrets to securing venture capital funding for your startup or scale-up. Download our comprehensive guide to... More information Download
March 29, 2023 5 min read The softer side: 10 tips for selecting a cloud financials solution provider you can trust Strong financial planning has always been essential for business survival and growth. Businesses need strong visibility... More information Download
November 4, 2022 5 min read The guide to ASC 606/IFRS 15 compliance for SaaS and software companies – a 2022 refresher ASC 606/IFRS 15, Revenue from Contracts with Customers, was the new revenue recognition standard issued by The Financia... More information Download
May 17, 2022 5 min read 4 priorities during your first 90 days as a SaaS CFO If you want to take the shot at being a CFO at a SaaS start-up, how do you reduce your risk on picking the right firm a... More information Download
April 13, 2022 4 min read 5 ways Sage Intacct helps companies IPO Preparing for an IPO is an exciting time but it can also be daunting for the finance team leading the charge. Learn how ... More information Download
April 6, 2022 5 min read We’re closed! 5 ways to speed up your nonprofit financial close For many organizations, closing the books is an exercise in stamina and endurance. Nonprofit finance leaders often stru... More information Download
April 4, 2022 4 min read Predictive KPIs for SaaS companies When fundraising, investors will want to know certain key trajectory measures unique to SaaS companies. Key performance ... More information Download
March 10, 2022 7 min read Optimizing tech investments in financial services: Insights from a VC-turned-Deputy CTO (Part 2) With a unique background as a current private equity advisor, experienced venture capitalist, and former Deputy CTO of ... More information Download
February 15, 2022 11 min read Outlook for biotech financing in 2022 The Biotech market has seen an unprecedented influx of funding and IPOs have also reached record levels in 2020 and 202... More information Download
December 19, 2021 5 min read CFO survey: finance initiatives, obstacles, and opportunities in biotech and life sciences Biotech and life sciences companies operate on the cutting edge of science, but their finance teams often wor... More information Download
November 16, 2021 8 min read ‘The great resignation’: How HR can keep top talent Has your inbox been inundated with resignations over the past few months? If so, you’re not alone; so many other organiz... More information Download
November 1, 2021 2 min read Sage X3 distinguished in Ultra Consultant’s distribution vendor update Citing Sage’s expertise and focus on manufacturing and distribution, Sage X3 was selected as one of the top ERP software... More information Download
October 25, 2021 5 min read The 3 keys to accurate, consistent, and timely financial reporting for professional services firms Achieving a state of accurate, consistent, and timely financial reporting is not without its challenges. Certainly, for... More information Download
October 20, 2021 6 min read 20 questions to ask before you buy nonprofit accounting software The decision to purchase a nonprofit accounting software solution requires careful consideration and research. After al... More information Download
September 23, 2021 4 min read Nursing home operator cuts budgeting time 50%, gains breakthrough budget vs. Actuals insights West Harbor Healthcare, an early-stage company that runs five nursing homes in Northern California, got by with basic bu... More information Download
June 27, 2021 6 min read Five essential features every SaaS startup needs when replacing quickbooks Tech financial leaders know there are no efficiency hacks for an accounting system that relies on manual processes, spr... More information Download
June 22, 2021 4 min read Distributors can remain relevant in a direct-to-consumer world – but need more than a fancy e-commerce website Tesla Motors. Inc has evolved from car manufacturer to technology company with its inspired direct-to-consumer approach ... More information Download
May 27, 2021 5 min read Innovative educational nonprofit frees up time for closing the achievement gap Rocketship Public Schools is a nonprofit network of public elementary charter schools that’s working to eliminate the a... More information Download
May 17, 2021 5 min read How an Australian property valuation firm saves $700,000/yr in finance team costs Without the right accounting platform, growing the business can mean growing the accounting team — at a high price tag. ... More information Download
April 16, 2023 4 min read How to cut down busy work to meet your small business goals Learn how to reduce your administrative duties so that you can run your business profitably and meet your strategic busi... More information Download
February 5, 2022 6 min read Network partners supports rapid 175% growth with Sage Intacct Network Partners is a professional services firm that specializes in the medical device, pharmaceutical, and biopharmac... More information Download
August 25, 2021 4 min read UESF scales efficiently as funding doubles during COVID Established in Philadelphia in the early 80’s, the Utility Emergency Services Fund (UESF) is a public and societal benef... More information Download
June 14, 2021 8 min read Doing digital transformation right: how CFOs can improve performance and empower people Three-quarters of SMB (small and medium business) decision-makers understand that using digital technology effectively ... More information Download
May 11, 2021 3 min read Return to Growth: Business outlook for 2021 and beyond The COVID-19 pandemic changed the world in an instant. Companies had to adapt to not only survive—but to be empathetic m... More information Download
March 12, 2023 9 min read 6 ways to drive remote productivity to support wellbeing 34% of employees feel more productive working from home since the pandemic, with one study finding that output increased... More information Download
December 2, 2021 5 min read With funding at an all-time high, should biotech startups hire a CFO sooner? As 2021 is drawing to a close, it's turning out to be the biggest year ever in biopharma venture capital, both in terms... More information Download
October 14, 2021 7 min read 4 ways to combat burnout in HR Burnout at work can impact anyone, and HR and People teams are no exception. While the great news is that 72% of HR l... More information Download
September 17, 2021 7 min read How to choose an HR system in 2021: The ultimate guide for HR and People leaders Recent events have massively shifted the HR landscape and agenda – and that’s probably an understatement. 72% of HR l... More information Download
February 22, 2021 4 min read Is the annual employee engagement survey dead? Here are 4 alternatives Is chasing employees to fill out the annual engagement survey the right approach? Here’s four alternatives to boost enga... More information Download
February 16, 2021 7 min read 5 tips to land the perfect finance leadership role at a saas vendor (Part 2) The stakes are high for job-hunting finance executives looking for a new leadership role at a young software-as-a-servi... More information Download
March 7, 2023 5 min read SaaS billing best practices: Hybrid billing and more Subscription pricing models can have a massive impact on profitability. Follow these best practices to optimize your Saa... More information Download
October 22, 2021 5 min read 5 ways technology can mitigate the risks of ghost and zombie assets If you’re responsible for managing your organization’s fixed assets, you understand the challenge to efficiently account... More information Download
October 21, 2021 < 1 min read The secret ingredient to effective traceability and efficiency: Sage X3 More information Download
September 15, 2021 2 min read Mastering traceability and product insight [Sage X3 Webinar] Join us September 30 at 2 PM ET for "Mastering traceability and product insight," a Food Processing hosted webinar, spon... More information Download
September 7, 2021 2 min read Leveraging ERP to create a best-in-class food and beverage business [Webinar] The need for traceability, quality, and compliance within the food and beverage industry has become increasingly importa... More information Download
August 2, 2021 5 min read The secret sauce of supply chain visibility for process manufacturing—traceability A new report from IDC says that 96% of process manufacturers will be shifting their focus to increasing visibility, with... More information Download
June 23, 2021 6 min read Going paperless: 7 ways to automate your nonprofit’s finance department Paperless automation delivers many important benefits to nonprofit finance teams, from real-time financial visibility t... More information Download
March 30, 2021 1 min read [Free webinar] Introduction to Sage X3 Change is inevitable. And nowadays, it seems change occurs at the speed of light. For process manufacturing, discreet... More information Download
December 3, 2021 7 min read How 3 NGO CFOs expanded global impact with data-driven decision making Cloud software has enabled more NGOs to take advantage of advanced technologies without the expense of new infrastructu... More information Download
February 10, 2021 3 min read Sage intelligent time receives multiple awards for innovation Recently, Accounting Today announced that the new Sage Intelligent Time product has been recognized for its innovation ... More information Download
