Carlson Thought Leadership in Finance & Technology

The 7 Most Important Metrics to Track in Business

April 19, 2018 / by Lauren Strohmeier

To build a high-growth company that thrives in the long-term, it’s essential to identify and manage key metrics. These metrics act as your roadmap, guiding you to the future you envision. In a data-driven company, you are able to set smart strategies and make actionable goals happen.

Here’s how to get a more focused view of company performance.
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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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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 In our experience with new clients, we have found that most of their forecasts are already out of date by the time they are approved.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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