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 In our experience with new clients, we have found that most of their forecasts are already out of date by the time they are approved.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[...]
Carlson Thought Leadership in Finance & Technology
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:
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.
Our 2nd Annual Cloudfest event, sponsored by Adaptive Insights, Sage Intacct and Carlson Management Consulting, is coming up on November 8th and we are super excited. Last year’s event will be tough to beat but we think we may have outdone ourselves. This year we really want to knock it out of the park so what better place to host than Fenway Park! We’ve put together a short list of reasons you should attend:
There is an increasing need for organizations to streamline their expense management and focus on cost-savings. Leading organizations are leveraging systems, solutions and technology to keep their infrastructure lean while delivering rich programs with seamless Intacct integrations.
Excel-based expense reports are often still the norm for many organizations and are a major pain point for employees from finance to the sales teams. Without an automated system to control expenses, you have little or no ability to actively manage company spend. It’s difficult to ensure that spending decisions remain within budget and are in compliance with company policies. So why are so many companies still using manual, paper-based processes to deal with employee expenses? And how can organizations leverage technology to eliminate inefficient[...]