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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!

 

Coffee and newspaper

Consulting Services Blog

Next Generation Financial Consolidations

Andrea White - Tuesday, June 19, 2018


Corporate accounting has long been viewed as custodian and curator of financial data. However, whether it’s bringing the data together or distributing the financial results broadly, the financial consolidation process has long been an onerous drudgery of information assembly, validation, and reporting. The consolidation process for many corporate accounting groups is sometimes measured in months, often measured in weeks, but rarely measured in days.

Read this white paper and learn why the traditional approach to consolidations doesn't work, and how automation improves business insights and supports faster growth. Learn More

Sage Intacct Q2 2018: Update 5/22/18

Andrea White - Tuesday, May 29, 2018


Sage Intacct does four major releases a year to roll out updates, as well as other minor maintenance updates on a perpetual basis to handle bug fixes, and other changes. These are automatic, everyone gets them and no action is needed to receive the new features and enhancements. The second release for 2018 went into production the evening of May 18th.

These updates have two primary focuses: increasing your business efficiency through automation, and driving performance and growth through insight.

With this release Sage Intacct has made some improvements that we at Porte Brown wanted to share with you to keep you informed. Here is a summary of the highlights... Read More

Are You Ready to Be a Tech-Savvy CFO?

Andrea White - Monday, May 07, 2018


Your business is changing. Your market is changing. Even the macro-economy is changing. The question is: Are you changing?

For today’s finance leaders, adapting to this new environment is no longer optional. In many instances, the tools, strategies, methods, and tried-and-true metrics you’ve used to run a top-notch finance organization and forge a successful career—well, they might not be what you need to move forward. So are you content with the status quo, or are you ready to embrace a new role: change agent? Learn More

Sage Intacct Customer Profile: USA Fencing

Andrea White - Thursday, April 05, 2018


USA Fencing is a nonprofit with a mission of growing the centuries-old sport of fencing. Three primary revenue streams support the organization—membership dues, tournament revenues, and grants from major funders like the U.S. Olympic Committee and Department of Veterans Affairs. This model requires complex financial reporting that was difficult to keep up with using basic accounting software like QuickBooks.

“When it became clear that we needed a more powerful system to handle our nonprofit accounting needs, we evaluated both Sage Intacct and Blackbaud,” said Keri Khan, director of finance and business services at USA Fencing. “Sage Intacct was without a doubt the best choice for..." Learn More

Six Rules for ASC 606 Readiness

Andrea White - Thursday, April 05, 2018


The new ASC 606 revenue recognition standard goes into effect at the start of 2018 for public companies and the start of 2019 for private companies. The rule has far-reaching consequences, particularly for companies that have revenue tied to contracts, and it will likely require significant upgrades or updates to your accounting technology.

To help you transition and plan for the extensive changes, we have identified six critical capabilities accounting software must..." Learn More

Mastering the Complexity of Revenue Management

Andrea White - Thursday, March 29, 2018


For many finance professionals, revenue management is among the top challenges today. With its combination of loosely defined regulations, evolving standards and stiff penalties for noncompliance, revenue management creates unacceptable levels of complexity and variability that often overmatch the resources and expertise of many finance teams. Faced with these hurdles, companies are looking to automate revenue management processes to gain efficiency, strengthen compliance, and improve visibility.

Sage Intacct Revenue Management automates and optimizes the financial processes associated with complex revenue recognition. Sage Intacct is the cloud-based technology that allows your finance team to connect systems, automate processes, and analyze the business. This solution frees your staff from the intricacies and headaches of... Learn More

Turn Impossible into Possible

Andrea White - Monday, February 19, 2018


Fast-growing businesses choose Sage Intacct to automate subscription management and complex revenue accounting, while delivering deep insights into financial and operational outcomes. Sage Intacct Contract Revenue Management also provides the first automated solution to the regulatory complexities of ASC 606 and IFRS 15. Learn More

Launch Your Business to New Heights

Andrea White - Monday, February 19, 2018

 

 

All businesses know: It's not easy to find the time, expertise, and resources needed to get off the ground when deploying new software. That’s why Sage Intacct created the Business Fundamentals Launchpad. This structured, tightly focused services package is ideal for organizations wanting Sage Intacct’s core functionality up and running quickly.

 

Whether you’re stepping up from QuickBooks or transitioning from other legacy financial management systems, Business Fundamentals Launchpad gets...  Read More

Tips and Tricks: Keep Control Over Those Changing Inventory Lot Numbers

Andrea White - Tuesday, February 06, 2018
TRAVERSE Inventory features a business rule that gives you the option to define whether users can change Lot Numbers when doing Location Transfers or WM Move Quantities.

Read the newly re-designed TRAVERSE Build History for more information.

Tips and Tricks: Change Batches for Orders without Locking the Batch

Andrea White - Wednesday, January 31, 2018
OSAS has updated its Change Batches feature in Accounts Payable, Accounts Receivable, Purchase Order, and Sales Order to allow you to change the batch on orders without locking the whole batch. In prior versions, you would have had to ensure that no one was accessing any of the orders in a batch before you could move orders. Now, OSAS will move what it can, skipping over orders that are in use by other users. Those in-use orders are listed on a log for reference purposes..

Visit the OSAS Build History page for more recent additions to OSAS version 8.0.

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