Glenn S White

Say goodbye to manual entry, data errors, and inefficiencies. This platform streamlines your AP process from invoice capture to payment facilitation, saving you time and money. Revolutionize your accounts payable with automation. Jon Land, Director of Sales at AvidXchange, Inc. reveals how AP automation can transform finance processes in the real estate industry. Check the full discussion here: https://lnkd.in/eDx2AjKk #multifamilyinnovation

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How can finance leaders evaluate any risk involved in implementing AI? What questions should they ask? How are most accounting teams currently leveraging AI? We'll cover common questions we hear when talking with teams about AI in accounting alongside leaders at Riveron and Trullion tomorrow at 10:00 a.m. PT / 1 p.m. EST. Register here ➡ https://lnkd.in/g-w5y5da

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Are misaligned financial strategies holding you back? Are your FP&A processes delivering the deep insights and rigorous analysis required for peak business performance? At StratFin Advisors LLC, we're dedicated to refining your financial operations to help you achieve your business objectives with strategic clarity and insight. Whether it's enhancing your financial models, optimizing processes, or empowering you to make confident investment decisions, our bespoke CFO advisory solutions are crafted to drive your business forward. ⬇ Download our one-pager now to discover how we can elevate your business! 📲 Reach out to us at StratFin Advisors LLC to learn more about our services and how we can assist you in achieving your strategic goals. Seung Feacher Shammy Sankaranarayanan #StratFinAdvisors #CFOadvisory #FinancialLeadership #Budgeting #Forecasting #FinancialPlanning #BusinessGrowth #StrategicDecisions #FinanceOptimization #BusinessSuccess #FinancialModeling #InvestmentDecisions

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If you’re tired of rekeying data or dealing with manual, paper-intensive processes, join ASA Chicago member Proven IT to see what’s possible using technology and automation to streamline your current Accounts Payable (AP) and Accounts Receivables (AR) workflows.   You’ll see real-world best practices to save time, accelerate approvals, eliminate errors, and remain compliant. Register now to see what's possible with a modern approach to your AP/AR workflows! Register Here: https://lnkd.in/egTyX_Ev and reference Michael Podobnik in the "who referred you" section! #ASAChicagoBuildsBusiness

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What do you get when (most) of Accounting and (most) of Ops comes together under one roof? PROGRESS. 🙌 Six folks from three markets got together this week to get Aligned. They discussed best practices and how we can be better for our Team and our Clients. Ashley and Nisha (not pictured) are well on their way to getting up to speed here at Coastline. 🚀 #levelup #serviceexcellence #cfesa

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💡 Fundraising Insights: Keeping Metrics Simple In this episode of The SaaS CFO Podcast, I chat with Jake Soffer about the lessons he’s learned from raising $7 million in funding. 💸 His biggest takeaway? Keep it simple. 📝 As a young company, Jake emphasizes the importance of focusing on just four to five core metrics instead of getting lost in complex dashboards that don’t deliver actionable insights. We also discuss why, in his business, growth retention takes precedence over retention—a key distinction for early-stage founders. Join us to learn: - The value of simplicity in tracking metrics during fundraising - How to avoid wasting time and resources on unnecessary data - The critical metrics that truly matter for early-stage SaaS companies Episode 147 is now available, links down below 👇 YouTube: https://lnkd.in/gEc_TVW6 Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaSCFO #SaaSFounders #FundraisingTips #StartupMetrics #GrowthRetention #SaaSPodcast #StartupLessons #EarlyStageSaaS #BusinessStrategy #VCFundraising #TechEntrepreneurs #SaaSLeaders #DataSimplicity #MetricsThatMatter #ScalingUp #FounderCommunity #StartupSuccess #PodcastEpisode #SaaSGrowth #StartupLife

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💡 Fundraising Insights: Keeping Metrics Simple In this episode of The SaaS CFO Podcast, I chat with Jake Soffer about the lessons he’s learned from raising $7 million in funding. 💸 His biggest takeaway? Keep it simple. 📝 As a young company, Jake emphasizes the importance of focusing on just four to five core metrics instead of getting lost in complex dashboards that don’t deliver actionable insights. We also discuss why, in his business, growth retention takes precedence over retention—a key distinction for early-stage founders. Join us to learn: - The value of simplicity in tracking metrics during fundraising - How to avoid wasting time and resources on unnecessary data - The critical metrics that truly matter for early-stage SaaS companies Episode 147 is now available, links down below 👇 YouTube: https://lnkd.in/gEc_TVW6 Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaSCFO #SaaSFounders #FundraisingTips #StartupMetrics #GrowthRetention #SaaSPodcast #StartupLessons #EarlyStageSaaS #BusinessStrategy #VCFundraising #TechEntrepreneurs #SaaSLeaders #DataSimplicity #MetricsThatMatter #ScalingUp #FounderCommunity #StartupSuccess #PodcastEpisode #SaaSGrowth #StartupLife

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🚨 Are manual payments draining your AP team's time and increasing fraud risk? With 80% of organizations facing payment fraud, it's time to act. Join us on September 10th for a live demo to hear Keaton Olund from DocuPhase highlight how automation can greatly reduce the risk and free up time for #AP staff to focus on other important tasks. Keaton will cover: 🔹 Top fraud schemes that AP teams need to be aware of 🔹 Actionable steps you can take to minimize fraud risk 🔹 A live demonstration of how DocuPhase’s AI-based AP and Payment automation enhances security Don’t let your business be the next victim! Secure your place today: https://bit.ly/3WxUhE6 #APAutomation #PaymentFraud #SharedServices

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Vena Solutions Is Taking the Lead in FP&A, CPM and beyond! 🔝 📣 Breaking News! Vena is dominating the charts in G2’s Summer 2024 Report—and it’s official, we’re the BEST in key categories, proving why we’re the go-to choice for finance and operations professionals across the globe. 🏆 🌍 We scored 20 badges across various categories—check out our top rankings: 🏅 #1 Mid-Market Grid® Report for Financial Analysis 🏅 #1 Mid-Market Grid® Report for Budgeting and Forecasting 🏅 #1 Grid® Report for Financial Analysis 🥈 #2 Enterprise Usability Index for Compensation Management 🥈 #2 Grid® Report for Budgeting and Forecasting 🥉 #3 Relationship Index for Sales Planning 🥉 #3 Grid® Report for Sales Planning These rankings aren’t just numbers—they represent the trust and confidence our customers have in us, and we couldn’t be prouder 🙌 🙏 And it doesn’t stop there! 📈 We’ve also been recognized as a: ✨ Top Leader in the BARC Planning Survey 2024 ✨ Top Rated by TrustRadius 2024 ✨ Mid-Market Leader by IDC MarketScape ✨ Challenger in The Hackett Group EPM Digital World Class Matrix ✨ CPM Industry Leader for the 11th straight year by Nucleus Research Vena continues to be the only Complete Planning platform that empowers finance and operations professionals globally, all while amplifying the power of Microsoft 365. 🤝 💥 We’re committed to driving success—ours and yours. Together, we’ll continue simplifying processes, improving efficiency and powering your journey to greatness. 🌱💪 https://bit.ly/3z523gQ #VenaSolutions #IndustryLeader #G2Summer2024 #CompletePlanning

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SaaS financial metrics often show results with a delay, making it hard to link current efforts to key metrics like NRR or churn rate. To bridge this gap, it's crucial to connect present actions with lagging indicators. This requires understanding your customer journey—why customers churned or stayed—and identifying missed opportunities to retain them. In this Deep Dives session, Steven Cronin, Sr. Support Account Manager at ServiceNow, shared insights on: - Connecting with customers to uncover what could have been done better - Presenting value effectively to management - Tracking KPIs and linking efforts to revenue Here’s the link to the full episode - https://lnkd.in/gEksjtUA #CustomerSuccess #CustomerJourney #KPIs #ProfessionalServices

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How companies with slow revenue can automate their CFO offices ⬇️ Frank Mastronuzzi from Punch Financial has shared three beautiful pieces of advice on the "CFO circle" podcast. Here is what you can implement in your strategy: ▪️Advice #1 "We like using technologies that are also flexible that can fit process changes. So Airtable is a great example of a tool that can be customized to fit the process. As a startup grows and changes because processes change as you scale, you can customize the technology to solve that. So, we like to use cashflow management tools, FP&A, and budget modeling versus actual tools like Finmark. These tools allow our teams to analyze their KPIs, metrics, dashboards, and allow them to run the business." ▪️Advice #2 "You can use a lot of technology, but you still need manual intervention when they're subject to the interpretation of the FASBs and the ACPA stuff. There's great machine learning in QuickBooks Company, but 99% of the clients we see don't use machine learning until we show them. So, tools and technology are already there but aren't being utilized. We like to use the systems that exist to their fullest. And so that's becoming more educated in QuickBooks, Xero or NetSuite or whatever it is, so that we understand what the system's capabilities are and can do and that they're scaling with you." ▪️Advice #3 "Implementing those systems at the right time is important. Because if you have to pull out QuickBooks to implement NetSuite or an ERP, it could be very disruptive to the business. So, timing it during an inflection point or transitioning over the beginning of the year and doing a dual track. So you're doing QuickBooks and NetSuite until you're ready to switch." 📍Additional: "We spend a good 20% of our time meeting with new startups, new technologies, and new service providers to see if there's a fit. You have to see what's out there, who's doing what, and what's cutting edge, and that can help you. So we do a lot of new product testing."

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⚡️ Unlock Financial Agility: Fractional CFOs are superheroes in disguise! 🌟 They optimize budgets, analyze data, and provide strategic insights. Plus, they’re cost-effective—like having a CFO on speed dial! 💼 Learn more: [email protected] #CFO #FinancialLeadership #StartupGrowth #virtualcfo #fractionalcfo #interimcfo #fintech #financialinnovation

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Tune into Episode 21 of the Private Equity Value Creation podcast to learn the key areas saas.group analyzes in a short due PE diligence process. https://lnkd.in/ga-nDMQE

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DeMar Consulting Group Presents a 2-part Webinar Series with Modeloptic, featuring guest and Co-Founder Trevor Mullen   Learn how to create a financial model that becomes the backbone of your budgeting, forecasting, and strategic planning efforts. We’ll walk you through how to develop an accurate budget and forecast while leveraging this process to make informed decisions that shape your future.   (October 10th) Building a Financial Model for Future Success: Learn how to create a comprehensive financial model that supports budgeting, forecasting, and strategic planning to inform better business decisions.   (October 17th) Optimizing Business Success with Rolling Forecasts and Scenario Analysis: Explore how to effectively manage your business using rolling forecasts, variance analysis, and scenario analysis to drive ongoing success.   NOTE: *Secondary registration for Part 2 on October 17th, 2024, will be sent to your email used for registration of Part 1  Sign up today: https://lnkd.in/gqz7NGqg #financialplanning #businessgrowth #forecasting #budgeting #fpa #strategicplanning #financialmodeling #scenarioanalysis #businessstrategy #demarconsultinggroup #modeloptic

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Did you hear the news? Vena won the inaugural TrustRadius Buyer’s Choice Award for FP&A Excellence! 🏆​ This recognition isn't just a testament to Vena's top-tier product capabilities—it’s a reflection of the trust and satisfaction our customers place in us. Based entirely on verified customer feedback, Vena consistently stood out for:​ ✨ Powerful Cloud-Based Efficiency that solves data storage challenges for deeper, more detailed financial modeling.​ ✨Excel Familiarity for seamless adoption and productivity with templates users know and love.​ ✨ Automation and Speed—updating reports daily instead of monthly for real-time insights.​ ✨ Flexibility in Complex Planning for detailed budgeting across multiple departments and currencies.​ ✨ Robust Support and Community where users can share best practices and insights, along with valuable webinars from industry experts.​ Our mission is to empower finance teams with unmatched tools that evolve with their needs. We're proud to be recognized for delivering solutions that drive real impact and make a difference in the way finance teams operate.​ https://bit.ly/40pLTKe #FP&AExcellence #FinanceInnovation #CustomerSuccess​

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Say goodbye to manual calculations with StaffWizard's Payroll Feature! 💸✨ Enjoy seamless schedule imports, automated tax management, ACH file creation, and effortless check printing. Simplify your payroll process and focus on what truly matters. 📊🔄 #StaffWizard #Payroll #EffortlessProcessing #streamlined 

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