Carlson Thought Leadership in Finance & Technology

Data - The Key to Decision Making

October 6, 2020 / by Mary Beth Gossart

Most everyone realizes that data is the key to decision making but what does that mean exactly? We are capturing data all day long, that’s great now that we have the data what do we do with it? How do we keep track of it and how do we use it? Also is it easy to get at the data or does it take hours to make sense of it.

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Sage Intacct Advanced Integration to Salesforce

September 10, 2020 / by Mary Beth Gossart

We hear the frustration that valuable time is spent re-keying data into multiple systems creating the potential risk of errors all the time. As companies grow and scale this is not sustainable. The need for reliable data that is visible for all system users is the key to growing a business in this every changing business climate. Are you tired of your staff wasting time entering and maintaining data in both Salesforce and your accounting system? Do you want visibility to all customers and need a streamlined order to cash system? Don’t throw head[...]

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The Top Five Limitations of QuickBooks

August 3, 2020 / by Mary Beth Gossart

For many small and mid-sized businesses, Intuit QuickBooks is usually the first choice for financial software in the organization’s early days – and for good reasons. QuickBooks is well-known and very easy to use, and it offers the basic functionality that almost any business can use to get off the ground.

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Why Move to Sage Intacct Cloud ERP?

March 25, 2020 / by Mary Beth Gossart

I get asked all the time, “Why make the move to Sage Intacct?”. That is a valid question because after  twenty years of working as a Sage100 consultant, I made the move to Sage Intacct last April.  The answer is easy - the Cloud.  Of course, there are functionality differences between Sage100 and Sage Intacct, but the biggest is where the solution resides and how we use it.

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New Sage Intacct General Ledger Report Shows Balance by Dimension

January 21, 2020 / by Joe Giorgio and Mary Beth Gossart

Sage Intacct has introduced a new standard General Ledger dimension balance report, which provides a summary-style presentation of balances with dimension values. The Dimension Balances Report gives you visibility into account balances by dimension in aggregate, rather than filtering one dimension at a time. This is useful for comparing balances by dimension (e.g. location, department, and employee).

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How to Complete Your Year-End Checklist Using Sage Intacct

January 16, 2020 / by Mary Beth Gossart

Sage Intacct has made the closing procedures for year-end simple. To ensure a seamless transition into the new year, there are still a few factors to consider.

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