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Hello everyone, thank you for taking the time to visit to our new Consulting Services Blog. I am Andrea White, the Manager on Porte Brown's consulting services team.


The team and I would like to welcome you and look forward to sharing helpful information on the topics of managerial consulting, strategic consulting, and technology solutions, such as ERP Solutions, CRM, and custom software solutions.


Welcome to Our Consulting Services Blog!


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Consulting Services Blog

Streamline Your Business with Sage Intacct

Andrea White - Friday, September 15, 2017

In the not too distant past, businesses struggled to acquire insightful financial data in a timely manner. Most of the time the data was either too late to affect any immediate business decisions, or it was too incomplete to offer any real insight or understanding on the topic, which is a big difference from today's business environment. These days businesses are inundated with a mountain of data on a daily basis. With so much data coming in, it becomes hard to organize and disseminate the information in an efficient manner.

This is where Sage Intacct Data Delivery Service comes to the rescue! With Intacct Data Delivery Service, you can set up...  Read More

Are You Asking the Right Questions?

Andrea White - Friday, September 08, 2017

As one of the few people with a direct role in virtually every transaction that flows through a business, the controller plays a key role in making sure everything is operating at the highest possible level. The controller does this by identifying ways to ensure the company's accounting structure is running smoothly and efficiently, finding ways to maximize business growth and profitability, reducing the company's risk exposure, or creating higher levels of accuracy and financial visibility across the entire organization. But how do you know if your controller is effectively tackling these issues?

Follow the link to download The 5 Questions To Ask Your Controller and start a conversation about best practices today. Read More

Accelerate Your Financial Processes with Intacct Collaborate

Andrea White - Wednesday, August 30, 2017

Dealing with non-routine transactions, such as clarifying policies; gathering missing information; or resolving exceptions, can bring operations to a standstill or possibly even derail your critical financial processes. Communicate more quickly, efficiently, and effectively with Intacct Collaborate, a secure social layer embedded into your Intacct best-in-class cloud ERP solution. It spans all your devices and processes, as well as all time zones, enabling individuals in finance, sales, and services to cooperatively address and resolve any issue.

Intacct Collaborate helps you both speed up and better control accounting processes. With a...  Read More

Giving You the Keys to Success

Andrea White - Thursday, August 24, 2017

Efficiency and performance. If you are a financial professional in a nonprofit, these are your keys to success. Intacct was built to give you those keys, and to do it better than anyone else. First, we automate your processes to increase accuracy, improve compliance, and ultimately make your organization run better every day, every week, every month. Second, we give you the insight into your financial and operational data to... Read More

Streamline Your Payment Cycle

Andrea White - Friday, August 18, 2017

Escape outdated, productivity-draining manual processes. With Intacct Accounts Payable, you can automate workflows to manage the entire accounts payable (AP) cycle with newfound speed and efficiency. Automated and configurable processes enable you to better manage accounts payable by defining workflows, approvals, and internal controls that are customized for your specific business. This means more time to focus on... Read More

Find Out How Your OSAS Version 8 Software Has Improved

Andrea White - Thursday, August 17, 2017
If you use OSAS version 8.0 to get your work done, do yourself a favor and check out the OSAS Build History page. You'll find over 200 enhancements have been added to your software, covering dozens of different functions and bringing new efficiencies that you may not have discovered yet.

Not on OSAS version 8.0 yet? Contact Porte Brown to find out why the latest version of OSAS is worth checking out!

TRAVERSE Tips & Tricks: Exercise Even Greater Control Over Document Review and Delivery

Andrea White - Monday, August 07, 2017
You now have the ability to configure unique delivery settings for each form and an optional staging of documents for manual review before delivery. See the online help desk for more information.

To read about more recent additions to TRAVERSE, check out the TRAVERSE Build History page.

Meeting the Demands of Growing Nonprofit Organizations

Andrea White - Friday, August 04, 2017

Are you looking for answers to those hard financial questions? Struggling to consolidate information, perform real-time analysis of combined financial and operational information, or documenting decisions in the context of financial records?

When it comes to financial management, nonprofit accounting presents unique challenges that can’t be addressed with outdated spreadsheets and manual processes. Intacct gives you greater efficiency and managerial visibility so you can... Read More

Eliminating the Risks of Spreadsheets

Andrea White - Friday, July 28, 2017

Spreadsheets are an invaluable tool for many businesses. They are easy to set up and most people are familiar with using them. Unfortunately, accuracy and efficiency are two key aspects that spreadsheets sorely miss. With time being a luxury most businesses don't have, finding a suitable replacement that streamlines monthly and/or quarterly work... Read More

The Tech-Savvy CFO's Changing Role

Andrea White - Friday, July 21, 2017

A lot has changed in the past decade. Just ten years ago Tiger Woods was ranked as the number one golfer in the world, Netflix was still mailing DVDs to its subscribers, and Android smartphones hadn't even hit the market yet. It goes to show that nothing stays the same forever, especially in business.

From big data and network effects, to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. We’ve highlighted some key... Read More

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