Over the past few weeks, I’ve published several blogs about some of the shortcomings of QuickBooks. In this post, I’m summarizing some of these and offering you convenient links if you want to dig into any of these topics. QuickBooks: What Its User Say Two recent surveys of current QuickBooks users help define some of […]

It’s no secret that the pandemic has caused a rapid acceleration of mobile working for the US construction industry. In the past, back office staff, often working on site, would be key in processing physical documents and helping to manage authorizations. But in the ‘new normal’ world of reduced physical contact and mobile working, teams […]

This year has been a tough one for many restaurant operators. In its 2023 State of the Industry & report, the National Restaurant Association found that exactly half of all operators expect to be less profitable as compared with the previous year. While consumers still love restaurants, economic headwinds are forcing many to cut back on discretionary spending, […]

How to overcome inefficiencies The role and responsibilities of the modern CFO extend far beyond the day-to-day financial challenges of running a business. Today, it’s no longer enough to play the traditional role of finance leader. To deliver value as your role evolves, you must show resilience, demonstrate more active leadership, and build skills in […]

Ensure the future success of your business with SaaS forecasting. Get valuable budgeting and planning tips to stay ahead in the competitive market.

How to avoid ERP consultant bias to find the best ERP software for your business 

David Appel is Global Head of the SaaS Vertical for the largest technology company on the London Stock Exchange, Sage. Over time, his organizations have earned the business of >1,800 SaaS and Software companies, growing at 40%+/year. He previously ran Direct Sales at Bill.com, led NetSuite’s Software Vertical, and was part of IBM’s Corporate Development team.

David Appel is Global Head of the SaaS Vertical for the largest technology company on the London Stock Exchange, Sage. Over time, his organizations have earned the business of >1,800 SaaS and Software companies, growing at 40%+/year. He previously ran Direct Sales at Bill.com, led NetSuite’s Software Vertical, and was part of IBM’s Corporate Development team.

Bill Fuesz is a principal marketing manager for Sage Intacct. An accomplished strategist, he has more than 30 years of experience working in areas that include network infrastructure, IoT, SaaS, and digital transformation.

Customers rated Sage Intacct #1 in customer satisfaction for the 9th year in a row, in the newly released G2 Winter 2023 Reports. Sage Intacct soared to great heights winning 106 awards, including 23 #1 rankings in Grid and Index Reports. These results are testimony to our dedication to build authentic human connections. After all, […]

Time, just like any valuable commodity, is always coveted.   The saying “time is money” carries literal weight in finance. It’s not just an asset; it’s a crucial factor in determining success.   In a quest to manage numerous responsibilities—like strategic planning, budgeting, financial reporting, and ensuring compliance—CFOs and finance teams often find time must be juggled […]

For SaaS CFOs, guiding the direction of their company is a lot like someone steering a massive ship. The ship itself is so much larger than the person controlling it that it seems almost shocking that they can exert so much influence over the vessel’s direction and trajectory.  In an accounting department, your “helm/steering wheel” or […]

It was 1984 when I first started thinking about Artificial Intelligence (AI). Granted, it was in a movie theater where I was being introduced to Arnold Schwarzenegger in The Terminator, and the last thing I was thinking about was how the technology could have a meaningful impact on how entrepreneurs run their businesses.   The ways […]

Machine learning and AI will help SaaS CFOs tremendously.  How and where?  Let’s start with the FP&A function in SaaS organizations that relies on detailed data visualization and financial storytelling. CFO automation tools make those two tasks much simpler and more intuitive for finance teams, among many other benefits.  In this post, we’ll explore the […]

Kick your sales into higher gear, increase the productivity of your sales team, polish your leads, land on high-quality opportunities, and close deals faster. Fine-tune your CRM and accelerate your sales process.

With the Self-Study Single User Annual Pass, you have access to the most comprehensive NetSuite learning offering available. The Self-Study center contains unlimited online access to the equivalent of all of NetSuite's publicly offered courses for one annual fee. As it is a cloud solution you will have access to learning content anytime, anywhere.

Vertex helps automate sales and use tax compliance for businesses of all sizes. By enabling calculations and returns, Vertex meets the sales and use tax automation needs of growing businesses.

This is a common mistake where queries or DML statements are placed inside a for loop to lookup a record once per iteration. By doing this you will very quickly hit the governor limit of SOQL queries and/or DML statements (insert, update, delete, undelete).