Robyn Leet
Is tech sprawl hurting your business?
Technology is designed to make our lives easier with real-time insights, analytics, and collaboration and communication tools. This is instrumental in managing on-site teams as well as today’s remote and hybrid workforce. But how much is too much? In an attempt to support various preferences, many companies have become weighed down with too many SaaS […]
SOC Report 2022 Revised Points of Focus
In late 2022, the AICPA updated its guidance on performing System and Organization Controls (SOC) attestations with revised points of focus that offer enhanced context for meeting the criteria in your report. Organizations and their auditors should be aware of the updates and go through an exercise to actively incorporate these revised points of focus […]
Understanding the Risks: How Tech Sprawl Compromises Nonprofit Grants Management
Many nonprofits flourish or flounder by their ability to successfully manage grants, and there are lots of components to success, which vary based on the nonprofit, the nature of each grant, and the requirements set forth by the grantor. Technology has come a long way in helping teams keep everything organized. But, as your organization […]
Effective Strategies for Streamlining Employee Time Off: A Guide to Process Improvements
As employees use the summer to take time off, managers are charged with juggling coverage. Meanwhile colleagues struggle to assume new roles and responsibilities if only on a temporary basis. Even the most adept can find this challenging. What if, as opposed to business as usual, we took a step back and approached coverage as […]
QuickBooks Desktop 2020 Service Discontinued
In a recent announcement, Intuit provided details about their discontinuation of QuickBooks Desktop 2020 service, effective May 31, 2023. This includes all 2020 versions of QuickBooks Desktop Pro, QuickBooks Desktop Premier, QuickBooks Desktop for Mac, and QuickBooks Enterprise Solutions 20.0. Other Intuit products are affected by the software discontinuation. Those who didn’t upgrade QuickBooks Desktop […]
Optimize Your New ERP or GL System
Change is never easy. But as businesses evolve and leadership are pressed to maintain lean operations amid mounting cost constraints, adaptation becomes necessary. Optimizing your technology is no exception. Take Enterprise Resource Planning (ERP) and general ledger systems implementation, for example. Driven to get the greatest return for our investment, we commit a huge amount […]
Nonprofit Collaborative Budgeting
Ideally, your software should include all the core accounting features and functionality you need, including the ability to easily budget to department and person if necessary. In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs reviews system requirements that are proven to save management considerable time. We also demonstrate how efficiencies and […]
Budget Faster, Report Easier, Collaborate Better with Martus™ Software
New Value-added Reseller Program Pairs AAFCPAs’ Industry Expertise with Hands-on Set-up, Optimization, and Support Boston, MA (May 3, 2023) – AAFCPAs, a preeminent 300+ member CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, today announced its partnership with Martus Solutions. As a value-added reseller, AAFCPAs will […]
How to Identify Areas of Improvement within Processes and Systems?
Whether caused by external forces like the pandemic or internal shifts at a specific company, there is a renewed focus on operational efficiencies. Your employee resources may be consistently frustrated by challenges such as: Extensive manual data manipulation in Excel Lack of reporting functionality in your system Information maintained in multiple systems Difficulty gaining cooperation, […]