5 Data Habits That Subtly Wreck Your Financial Reporting (and What to Do Instead)
Most reporting problems don’t show up all at once.
The 8 Conversations You Need to Have Before You Redesign Your Dimensions
Earlier this year, we hosted a thought leadership webinar called Dimensions in Practice: A Conversation for Finance Leaders. It was a candid conversation led by Meg Wilson, Jennifer Hume, and Kinley Graham; three people who…
7 Habits of High-Performing Dimension Structures
Most finance teams understand dimensions. They’ve implemented them. They use them. They rely on them for reporting, budgeting, and oversight.
From 10,000 GL Accounts to 130: How Dimensions Clean Up Your Chart of Accounts
If you’ve ever inherited a chart of accounts with five segments, 14 digits, and thousands of near-identical combinations, you already know how this story starts.
The Definitive Guide to Microsoft Great Plains’ End-of-Life
Organizations have relied on Microsoft Great Plains’ finance and procurement functionalities for nearly two decades. But Microsoft announced that it’s sunsetting the solution, leaving users to figure out their next…
Why School-Generated Funds Management Needs to Catch Up With Parent Expectations
Picture the average family morning. Someone is checking email on their phone. Another person is paying a bill through an app. Groceries, transit, and donations can all be handled with…
School-Generated Funds in Canada: Building a Foundation for Compliance and Accountability
School field trips. Hot lunches. Team jerseys. Grad events.
What the 2025 Federal Budget Means for Canadian Nonprofits — And How to Build Financial Resilience Now
Canada’s 2025 federal budget arrived with a long list of “firsts.” It’s the first budget of the Carney government, the first tabled in the fall, and the first to draw a…
How Centralizing School-Generated Funds Data Strengthens Compliance Without Disrupting Schools
Walk into almost any school board office and ask how school-generated funds are tracked, and you might hear something like: