News & Insights

The Value of KPIs and Data for Nonprofits

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How strategy and wealth management experts can help nonprofits make informed decisions – and showcase data to critical leaders. What are KPIs When running your organization, your gut instinct plays […]

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Top Four Considerations for Outsourcing Your Accounting and Financials

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You work hard to keep your practice running. But are you working to keep it growing? Chances are your practice is experiencing lapses in billing due to coding errors and […]

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The Value of KPIs, Utilize Your Data to Track Success in Your Municipality

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Meeting strategic goals is nearly impossible without well-thought-out projects, targets, and measures. KPIs (key performance indicators) help you understand what influence your data has and which actions to take by […]

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How KPI’s and Data Can Strengthen Your Employee Benefit Plan

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As we move in to a more automated and data-driven workforce, there’s one buzzword that seems to rise above the rest, Key Performance Indicator (KPI). It’s consistently driven home that […]

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Top Considerations for Construction Companies Looking to Hire an Outsourced CFO or Advisory Firm

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In the world of outsourced accounting, an exceptional financial leader can be difficult to find. Businesses often ask themselves several questions… Do they know my industry? Do they really understand […]

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