Don’t Know How Your Business is Doing – Could Dashboards Give You a Unifying View

Dashboards Provide a Unifying Look at Your Financial Health I hear the following comments nearly every week as I meet with new companies that are facing common business challenges. We seem to be working harder each month. My team is very dedicated to our business, so the extra hours each month are not a big [...]

September 12th, 2017|Uncategorized|

Drowning in Excel … The Key to Letting What You do Financially Drive Operational Activity

Leaving Excel Behind for Automated Reporting and Dashboards Are your financial reports looking incredible at the monthly or quarterly meetings?  Is your operations team working from Excel metrics that would make any organization jealous?  Do you have financial and cash forecasts that look amazing and ensure the CFO or Partners feel comfortable with the short-term future? How [...]

September 12th, 2017|Kreg's Vision|

Feeling Alone in the Front Seat of Your Business – Quit Using the Rearview Mirrors and Start Using the Business Dashboard in Front of You

Looking Forward with Business Dashboards that Provide Information for Planning and Managing It never ceases to amaze me, when I talk to business owners, the joy I see in the excitement of the open road ahead.  They see the limitless possibilities of their business ahead of them.   Other times, I can see the all-too-familiar look [...]

July 24th, 2017|Kreg's Vision|

Kreg’s Vision: Dashboard Reporting: What Keeps You Up at Night

Get Home Earlier (with less worry) with Financial Dashboards That Enable Quicker, Better Decisions As the owner of a business-solutions delivery company, I have had many discussions with other executives, project managers, and business owners about dashboard reporting, or, as it is often called, “What keeps you up at night?”  As the father of four kids, [...]

July 19th, 2017|Kreg's Vision|

Intacct Accounting Takes the Pressure Off

When Your Business is Growing, Turn to Intacct Accounting If your business is in a growth pattern, you may be seeing work pile up faster than you can adapt to the changes. From credit approvals to financial reporting, rapid growth can put serious strain on a financial management department. When you need a software option [...]

December 20th, 2016|Blog, Intacct|

Technology to Support Project Accounting

Project Accounting Should Not Only Look Back, but Use Data to Plan for the Future Project-based businesses have unique challenges that make running the company more complicated than a simple service- or product-based business. You’ve got a lot of variables to juggle, including timelines, collaborators, labor costs and inventory for each project. If you’re a [...]

December 6th, 2016|Blog, Project Accounting|

What Salesforce Communities Can do for Your Company

Benefits of Engaging in Salesforce Communities Many sales teams implement Salesforce and begin using it to track their pipelines and take advantage of the great forecasting tools. However, like a lot of software implementations, it’s easy to get excited about the key functions of the system and then overlook some of the best parts of [...]

November 22nd, 2016|Blog,|

Identifying and Tracking KPI Metrics

The Right KPI Metrics Measure the Success of Your Company Key performance indicators, or KPI metrics, provide a way for you to see, at a glance, how your company is performing. The challenge is that no set of KPI metrics will work across the board for any company, or even every company in a given [...]

November 8th, 2016|Blog|

When it’s Time to Consider Alternatives to QuickBooks for Small Businesses

QuickBooks for Small Businesses is a Great Fit…Until It’s Not Many company owners start out using QuickBooks for small businesses, often because they know the name, they were assured it was easy to learn and their CPA could train them to use it. It is a great starting financial management program for a small business, [...]

October 25th, 2016|Accounting Application, Blog|

Tracking Success With Your KPI Dashboard

A KPI Dashboard Provides Critical Information About the Financial Health of Your Business Running a small- to mid-size business means that you wear a lot of hats, and you’re watching a lot of areas of the company. However, how do you choose and prioritize the measures that tell you whether your company is on track? [...]

October 4th, 2016|Blog, Dashboards|
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