Carlson Thought Leadership in Finance & Technology

Ethan Carlson Shares Insights on Achieving High Growth

April 12, 2018 / by Lauren Strohmeier

Carlson Management Consulting is featured in the Boston Business Journal Fast 50 for 2018, making this the third year in a row the company is awarded this honor for the fastest-growing private companies based in Massachusetts. Founder and CEO, Ethan Carlson, shares his insights on what it takes to achieve high growth.

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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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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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Per Unit Planning: A Key Financial Planning and Analysis Exercise

February 22, 2016 / by Jotham Lane
A financial plan with at minimum a balance sheet, income statement and cash flow forecast is critical to managing and guiding a business.  In order for the plan to be relevant, it needs to offer up clear information that stakeholders in the organization can act upon.  A good financial plan also forms the foundation from which additional models and analyses can be developed in order to manage performance along business lines and departments.

Per unit planning is a key exercise that can help businesses formulate a realistic sales plan

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