System Selection & Implementation
Enhancing Reporting Capabilities With Integrated Systems
For CFOs and financial leaders within the Health and Human Services sector, the challenge of managing and reporting on diverse programs funded from various sources is a significant one. Accurate and efficient reporting is essential but often hampered by data spread across multiple, disconnected systems. AAFCPAs provides the following guidance on how integrating these systems […]
System Integration for Human Services: Watch our OnDemand Webinar
Watch AAFCPAs’ Partner of Business Process, Robyn Leet, along with guests Adam Shuster from Incompass Human Services and AAFCPAs’ Audit Partner Katie Belanger, CPA, speak on overcoming common system integration challenges in health and human services organizations. Learn ways to integrate billing and ERP systems with accounting and GL systems and how to simplify state […]
A Guide to Business Process Assessment and System Selection
A business process assessment is the first step in identifying, addressing, and solving inefficiencies that may hold back performance and productivity within your organization. Successful, growing organizations often find themselves over-reliant on Excel for data management, facing reporting delays, lacking real-time insights, struggling with data processing and intensive reconciliations between systems, or closing late due […]
Wendy Smith Earns Netsuite ERP Consultant Certification
AAFCPAs is pleased to announce that Wendy Smith, CPA, Consulting CFO, Process & Systems has earned the Netsuite ERP Consultant Certification, which offers AAFCPAs’ clients accredited, expert-level NetSuite support. This certification enables faster and smoother NetSuite implementations, the seamless addition of functionality and modules, and the easy adoption of new releases. Additionally, it ensures that […]
AAFCPAs Provides the Technical Blueprint To Unite a Portfolio of Vertically Integrated Entities
When a multifaceted and rapidly expanding energy resource company grew to the point that it was challenged to maintain its general ledger, client billing, and project management functions, the company was faced with a choice. It would need to either hire additional personnel or pursue digital transformation. But digital transformation required time, dedication, and insight […]
Microsoft Discontinues Dynamics Great Plains Support
AAFCPAs would like to make clients aware that Microsoft is discontinuing support for its Dynamics Great Plains software. Sunset of its mainstream support began in 2020, with extended support slated to phase out by 2028. While the system will not vanish completely, users may begin to find that select integrations and/or functions cease to perform […]
Essential Questions CFOs Must Ask When Choosing an Accounting or ERP System
CFOs often in their careers encounter a time that they need to find a new accounting or ERP system because their current system becomes outdated, inefficient, or unable to support their growing needs. Other factors such as mergers, compliance changes, integration issues, and strategic initiatives can also prompt the search for a new system. Must-have […]
Making the Shift from Static to Dynamic Budgeting
During AAFCPAs’ Nonprofit Educational Seminar (April 2023), Business Process & IT Consulting leaders Robyn Leet and Dawn M. Pantano, CPA, CITP updated 400+ CFO and Executive Director attendees on ways nonprofit budgeting software can save time, enhance collaboration, boost decision making year-round, and significantly improve productivity. The full session was recorded and may be viewed […]
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 […]