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4 Budgeting Process Roadblocks (and How to Overcome Them)

Budgeting. While the term may invoke headaches (especially when you’re working with spreadsheets), improving and optimizing the budgeting process is critical for organizations.  “Without a budget, you have no measuring stick to evaluate your goals and performance,” says Donna Conte, service area leader for accounting services at Warren Averett. “[A budget] is part of developing […]


10 Tips CFOs Can Use to Put AI in Finance to Work Today

In 2018, McKinsey reported that CFOs who didn’t adopt digital innovations like artificial intelligence (AI) were in danger of falling behind their counterparts in IT and marketing. When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. By one estimate from McKinsey, just the first 9 months of […]


10 Tips to Improve Rolling Forecasts

Financial forecasting is imperative to the success of businesses, yet accurate financial forecasts can be difficult to create. So, how does a high-growth, dynamic business create accurate forecasts for their company, without exhausting their time and resources in the process? A whitepaper entitled, “Best Practices in Rolling Forecasts,” sets out to answer these very questions. […]

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