White Papers

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With an eye on the ever-changing legislative landscape, sales tax compliance has become more important—and more complicated—in recent years.The Executive’s Guide to Sales Tax Risk: Hits and Misses among Industry Peerssheds light on the outlying trends that impact a company’s... more >

Learn about the 5 activities that can have surprising financial impact and why.

Come filing time, your CPA firm is probably on speed dial. But how often do you seek out your accountant’s advice on other areas of your business? If your business is engaging in any of... more >

Finance professionals make critical business decisions that must rely on integrating and rapidly analyzing growing volumes of data siloed in sales, marketing, operations and other applications and areas of the business. Further, there is a proliferation of external driver-... more >

Creating an overall direction for your company or workgroup is critical for company success. However, in business as on the battlefield you will always operate in the absence of complete information, yet you must act. As a finance executive, you make critical decisions that... more >

In business as on the battlefield you will always operate in the absence of complete information, yet you must act. As a finance executive, you make critical decisions that affect the company “mission” at hand, regardless of the uncertainty each day will bring. Your challenge... more >

Most small businesses begin their financial lives using Intuit’s QuickBooks. It’s well known. It’s easy. It works. And it offers the functionality a business needs when it’s starting out.

But if your business has moved beyond the entry level, your organization may be... more >

It wasn’t that long ago that the big company question was “why cloud?” Today, the question is assertively “which cloud” followed by an immediate “why didn’t we make the move sooner?” It’s clear that the cloud has revolutionized much of technology, and Accounting systems are... more >

The disclosure process is a quarterly drill financial professionals know all too well. Gathering source data, coordinating information across document types, and applying quality XBRL tags with deadlines looming is challenging to say the least. Investing in a comprehensive... more >

"The goal of forecasting is not to predict the future but to tell you what you need to know to take meaningful action in the present." - Paul Saffo

This Harvard Business Review Article offers a set of simple, commonsense rules that you... more >

When your CEO asks you to report on your cash positions by bank, how quickly can you put together this together? How accurate will your numbers be?

It takes most treasurers a long time to collect this information because they are:

  • Collecting data from... more >
  • Extend the productivity gains provided by disclosure management solutions to your budgeting, planning and forecasting.

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    Learn how to replace rigid annual budgets with flexible, continuous planning cycles and rolling forecasts, in this white paper by Jeremy Hope of the Beyond Budgeting Roundtable.

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    Read this white paper from the Pervasive Performance Group to learn how risk-adjusted planning helps finance organizations evaluate, forecast, measure and react to risk.

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    Learn how you can spend less time chasing down data and more time adding value to your forecasting processes with five advance practices in this white paper.

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    Rolling forecasting supported by enterprise planning and analysis solutions from IBM can provide the real-time information you need in the current economy.

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    Steve Player, of the Beyond Budgeting Roundtable, explains how finance teams can use advanced planning and forecasting to deliver the insights that drive better decision making.

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    Integrate plans, budgets, forecasts and analysis for better business results.

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    Best Practice Approaches to Planning, Budgeting and Forecasting.

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    Learn how you can build better plans and forecasts with Cognos TM1 and SPSS Predictive Analytics.

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    In an unpredictable world, forecasting errors are unavoidable. Learn why treating forecast error as a friend can help you improve your organization's performance.

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    The challenges – and opportunities – facing businesses today aren’t getting any easier. This is no time to be saddled with inflexible systems that can’t adapt to change and growth or aren’t able to deliver timely information flows. Every day that passes without making the... more >

    In recent years, senior corporate finance executives have increasingly expressed concern about widening skill gaps with their teams. The competencies required across the finance organization are vast, varied and complicated - and the stakes are high. When the company's... more >

    Many businesses have begun to realize the extent of the benefits offered to them by automated expense management. These programs—which allow expense information to be stored digitally and expense reports to be generated automatically—are about to become standard across all... more >

    In an annual expense management trends survey conducted by a U.S.-based software company, leading CFOs and finance professionals shared insight into their current expense management processes, critical areas for improvement and must-have features in an automated system.

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    Switching from a manual expense management process to an automated one doesn't need to be overwhelming. With strategic planning, a streamlined approach, and engagement of client stakeholders, you’re bound to see an immediate ROI not only in overall costs, but also in high... more >

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