Carlson Thought Leadership in Finance & Technology

How to Bring Your Company’s FP&A to a Whole New Level

March 29, 2018 / by Lauren Strohmeier

Having financial foresight is crucial to the success of your company. By leveraging best practices in financial planning and analysis (FP&A), you will gain valuable insights into performance that will guide your business in the right direction. You will also develop informed and effective strategies that position your company for long-term success.

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How Sage Intacct Gives Businesses the Full Financial Picture

March 21, 2018 / by Sarrah McNall

Sarrah McNall, Operations Analyst at Carlson, explores the advantages of using Sage Intacct rather than QuickBooks.  With more robust and user-friendly financial controls, Sage Intacct empowers multi-entity businesses to get the full financial picture.  For more information, please visit: Sage Intacct: Best in-class ERP software.

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4 Ways Rolling Forecasts Can Help Your Business Succeed

March 15, 2018 / by Dave Phillips

At Carlson Management Consulting, one of best practice mindsets that we instill with our clients is that your plans should always be up to date. According to a study by our partner Adaptive Insights, the leading Business Planning Cloud solution, 64% of annual forecasts are obsolete after 4 to 6 months. In our experience with new clients, we have found that most of their forecasts are already out of date by the time they are approved. If this is an issue with your company, there is an easy way to achieve the goal of accurate forecasts. The solution is[...]

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Three Reasons for Moving from QuickBooks to Sage Intacct

January 11, 2018 / by Kevin O'Brien

QuickBooks is one of the most popular General Ledger (G/L) systems for the small enterprise.  However, as a company grows, it begins to experience the limitations of the application.  At Carlson, our customers have cited the following issues they have faced as they’ve outgrown QuickBooks:

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The Integrated Revenue Cycle

October 31, 2017 / by Dave Phillips

The Revenue Cycle is a hot button issue with companies, particularly those with more complex quote to cash processes like SaaS and Professional Services companies.  One of the challenges is that data resides in multiple systems and needs to be aggregated in centralized financial solution to gain a full picture of the value of an account over time. 

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