Robyn Leet

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Budgeting Software Features for Those Who Love Excel

Budgeting Software Features for Those Who Love Excel

CFOs and accountants will rightfully admit that Excel has its limitations. Consider the time involved in complex calculations, manual report generation, and meticulous data input due to the inability to download data directly from the bank. Still, despite its limitations, what keeps users loyal to Excel is the joy in working with spreadsheets. But business […]

Have you outgrown your general ledger system?

Have you outgrown your general ledger system?

Making the switch from a general ledger to a customized enterprise solution can notably advance operations by offering improved efficiencies and accuracy along with the freedom in being untethered from complicated third-party software integrations. This holds especially true when less sophisticated financial reporting, forecasting, and analysis solutions begin to hold you back from optimal growth. […]

Essential Questions CFOs Must Ask When Choosing an Accounting or ERP System

Essential Questions CFOs Must Ask When Choosing an Accounting or ERP System

CFOs often in their careers encounter a time that they need to find a new accounting or ERP system because their current system becomes outdated, inefficient, or unable to support their growing needs. Other factors such as mergers, compliance changes, integration issues, and strategic initiatives can also prompt the search for a new system. Must-have […]

Making the Shift from Static to Dynamic Budgeting

Making the Shift from Static to Dynamic Budgeting

During AAFCPAs’ Nonprofit Educational Seminar (April 2023), Business Process & IT Consulting leaders Robyn Leet and Dawn M. Pantano, CPA, CITP updated 400+ CFO and Executive Director attendees on ways nonprofit budgeting software can save time, enhance collaboration, boost decision making year-round, and significantly improve productivity. The full session was recorded and may be viewed […]

Is tech sprawl hurting your business?

Is tech sprawl hurting your business?

Technology is designed to make our lives easier with real-time insights, analytics, and collaboration and communication tools. This is instrumental in managing on-site teams as well as today’s remote and hybrid workforce. But how much is too much? In an attempt to support various preferences, many companies have become weighed down with too many SaaS […]

SOC Report 2022 Revised Points of Focus

SOC Report 2022 Revised Points of Focus

In late 2022, the AICPA updated its guidance on performing System and Organization Controls (SOC) attestations with revised points of focus that offer enhanced context for meeting the criteria in your report. Organizations and their auditors should be aware of the updates and go through an exercise to actively incorporate these revised points of focus […]

Understanding the Risks: How Tech Sprawl Compromises Nonprofit Grants Management

Understanding the Risks: How Tech Sprawl Compromises Nonprofit Grants Management

Many nonprofits flourish or flounder by their ability to successfully manage grants, and there are lots of components to success, which vary based on the nonprofit, the nature of each grant, and the requirements set forth by the grantor. Technology has come a long way in helping teams keep everything organized. But, as your organization […]

Effective Strategies for Streamlining Employee Time Off: A Guide to Process Improvements

Effective Strategies for Streamlining Employee Time Off: A Guide to Process Improvements

As employees use the summer to take time off, managers are charged with juggling coverage. Meanwhile colleagues struggle to assume new roles and responsibilities if only on a temporary basis. Even the most adept can find this challenging. What if, as opposed to business as usual, we took a step back and approached coverage as […]

QuickBooks Desktop 2020 Service Discontinued

QuickBooks Desktop 2020 Service Discontinued

In a recent announcement, Intuit provided details about their discontinuation of QuickBooks Desktop 2020 service, effective May 31, 2023. This includes all 2020 versions of QuickBooks Desktop Pro, QuickBooks Desktop Premier, QuickBooks Desktop for Mac, and QuickBooks Enterprise Solutions 20.0. Other Intuit products are affected by the software discontinuation. Those who didn’t upgrade QuickBooks Desktop […]