Your back-office management likely lives in Excel, which means there is plenty of opportunity to boost efficiency. Just think about how much time is spent on closing property and corporate books every month and quarter. Now is your last chance to register for our next solution tour! See how you can get your valuable time back by centralizing your entity data and improving efficiencies in your back office. Register now: https://ow.ly/MMNE50R7RPR #CRE #entitymanagement
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Empowering Your Calendar Hello everyone! We have exciting news: we have successfully integrated financial management into Calendar HUB, creating a simple and intuitive way to track income and expenses. This innovative feature is already available, and we are ready to share why it will become an indispensable tool for you. Modern life is full of events, and our new offering not only simplifies financial tracking but also integrates directly into your calendar. Now you can efficiently plan meetings and events, monitor your budget, ensuring a harmonious blend of planning and financial management in one application. In the upcoming update, in the 'Budget' section, you will have the ability not only to generate reports and use numerous filters but also to transfer funds between accounts. These additional features will provide you with even more flexibility in managing your finances. We are confident that this innovative feature will become your reliable assistant in daily life. Don't miss the opportunity to take advantage of all its benefits right now. Stay tuned for our updates and get ready for new levels of convenience and functionality! #CalendarHUB #FinancialManagement #Innovation #BudgetPlanning #Efficiency #Calendar
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CEO, First Water Finance // Head of Learning & Development, The CFO Alliance // Author, Relational Finance
More than 60% of organizations are wholly reliant on Excel for annual budget builds, with 90%+ utilizing spreadsheets in some capacity. How much time is your team spending in collecting input templates, aggregating information, and rolling up consolidated outputs? Whatever it is, it’s time that could be spend in analysis and org-wide dialogue that leads to better budgets, more accuracy, and more buy-in. What can you do about it? Join office hours! On 10/3 we’re hosting a private discussion forum on this topic, providing a sounding board and space for peer sharing on this critical component of the budget process. We’ll be talking automation options, template design, and tools that support the effort, in the context of real time participant circumstances and goals for 2025 planning. Drop by anytime between 1:30 PM - 3:00 PM CST to collaborate and share experience and insights, as we work together to make 2025 planning a success! Register below to secure your spot: https://lnkd.in/gGypgH-u
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CEO, First Water Finance // Head of Learning & Development, The CFO Alliance // Author, Relational Finance
More than 60% of organizations are wholly reliant on Excel for annual budget builds, with 90%+ utilizing spreadsheets in some capacity. How much time is your team spending in collecting input templates, aggregating information, and rolling up consolidated outputs? Whatever it is, it’s time that could be spend in analysis and org-wide dialogue that leads to better budgets, more accuracy, and more buy-in. What can you do about it? Join office hours! On 10/3 we’re hosting a private discussion forum on this topic, providing a sounding board and space for peer sharing on this critical component of the budget process. We’ll be talking automation options, template design, and tools that support the effort, in the context of real time participant circumstances and goals for 2025 planning. Drop by anytime between 1:30 PM - 3:00 PM CST to collaborate and share experience and insights, as we work together to make 2025 planning a success! Register below to secure your spot: https://lnkd.in/gGypgH-u
Budgeting Office Hours: Aggregation & Refreshes | First Water Finance
info.firstwateradvisors.com
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US Tax & US GAAP | Indian Direct & Indirect Taxes | Canada bookkeeping, payroll and Tax | Team Lead | Trainer | Application testing & competitive analysis | Content writer | CA | Pursuing CPA | Member of Toastmasters
Materiality Principle 🎯 Focus on what matters! Keep financials meaningful by highlighting significant transactions and grouping the minor ones. The Materiality Principle guides us to report only essential details individually, while bundling the rest. It’s about spotlighting the big stuff for clarity and efficiency! 🖊️💸 Example: Small items like office supplies don’t need a solo mention—“office expenses” does the job! 💡 Question for the community: How do you determine what’s “material” in your financials? What’s your approach to balancing detail with the bigger picture? Share your insights below! ⬇️ #MaterialityMatters #BigPictureFocus #AccountingEfficiency #FinancialClarity
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Did you know that Excel can transform your daily routine? 🌟 Discover the hidden potential of Excel in managing everything from daily tasks to long-term goals and budgeting. 📝💼 Imagine creating detailed to-do lists, setting SMART goals, and tracking your progress with interactive charts and graphs. 📅 What if you could stay on top of appointments and routines with customized calendars and track expenses for financial clarity? 📈 Whether you're striving for personal growth or better time management, Excel's tools and templates offer an unparalleled framework. 🎯 Ready to unlock its power and achieve greater efficiency, Explore Today! #ExcelForLife #PersonalOrganization #Productivity #FinancialPlanning #AnantaResource Management
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It can be easy to get disorganized in your cases, especially when dealing with hundreds of files and spreadsheets. With Monolith's management features, you can keep track of evidence, data, case reports, & more. Learn how to use a case management platform to keep your department organized and efficient in weekly virtual office hours, register today: https://avairy.me/monolith #dfir #casemanagement
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It can be easy to get disorganized in your cases, especially when dealing with hundreds of files and spreadsheets. With Monolith's management features, you can keep track of evidence, data, case reports, & more. Learn how to use a case management platform to keep your department organized and efficient in weekly virtual office hours, register today: https://avairy.me/monolith #dfir #casemanagement
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It can be easy to get disorganized in your cases, especially when dealing with hundreds of files and spreadsheets. With Monolith's management features, you can keep track of evidence, data, case reports, & more. Learn how to use a case management platform to keep your department organized and efficient in weekly virtual office hours, register today: https://avairy.me/monolith #dfir #casemanagement
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Have a question? Talk with Matt Danner direct!
It can be easy to get disorganized in your cases, especially when dealing with hundreds of files and spreadsheets. With Monolith's management features, you can keep track of evidence, data, case reports, & more. Learn how to use a case management platform to keep your department organized and efficient in weekly virtual office hours, register today: https://avairy.me/monolith #dfir #casemanagement
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It can be easy to get disorganized in your cases, especially when dealing with hundreds of files and spreadsheets. With Monolith's management features, you can keep track of evidence, data, case reports, & more. Learn how to use a case management platform to keep your department organized and efficient in weekly virtual office hours, register today: https://avairy.me/monolith #dfir #casemanagement
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