E78

Middle-market leaders face increasing pressures as traditional performance management approaches struggle to keep pace with evolving demands. In this post from Managing Director, Garrett Rizk, he explores the critical role of advanced FP&A in helping these businesses maintain their edge by leveraging forecasting, planning, and analytics to navigate economic shifts and drive growth. By implementing a robust FP&A platform, companies can diagnose risks, forecast more accurately, and allocate resources efficiently. The article highlights the importance of creating a 'single source of truth' for data, which eliminates inconsistencies and enhances informed decision-making. Additionally, leveraging technology in FP&A transforms reactive processes into strategic, proactive management. Whether you're a middle-market firm or a private equity portfolio company, tailored FP&A solutions can streamline operations, enhance profitability, and adapt to market changes. The insights shared will help businesses view FP&A not just as a back-office function but as a strategic asset to unlock new opportunities. Read more here: https://lnkd.in/eKuHwvYj #FPandA #MiddleMarket #BusinessGrowth #StrategicDecisionMaking #Analytics #Forecasting #PrivateEquity

Next month, E78 will be at TXCPA Houston’s Fall Accounting Conference & Technology Symposium (F.A.C.T.S.) on November 20th and 21st, held at the Norris Conference Center–City Centre in Houston, TX! If you are attending, make sure to connect with Kim Parker, Stefan Hofmeyer, and DJ H. who will be attending and sharing #ThePowerofE! Learn more here: https://lnkd.in/e9kbEDjc #AccountingConference #TechnologySymposium #NetworkingEvent

Is QuickBooks still the best fit for your growing business? In this whitepaper, "The Hidden Cost of QuickBooks," we share the common challenges businesses face as they scale. Discover why many world-class brands are transitioning away from QuickBooks to more robust financial system that can handle increased demand and complexity. Key Insights include: ☑️ Limitations of QuickBooks for scaling businesses ☑️ Risks associated with over-reliance on spreadsheets ☑️ Benefits of upgrading to a more comprehensive ERP solution Whether you're experiencing inefficiencies, or just planning for future growth, understanding the full impact of your current accounting software is critical. Download your copy today: https://lnkd.in/eKzyHgJK #QuickBooks #FinancialManagement #AccountingSoftware #NetSuite #ERP

Dive into this 5-step guide to navigate your financial audit like a pro. Audits are a crucial yet challenging aspect of maintaining corporate financial integrity. Preparing for them doesn’t have to be a struggle. This blog post provides valuable insights to streamline the audit process. The steps include: 1) Robust Documentation Procedures 2) Streamline Internal Controls 3) Comprehensive Account Reconciliations 4) Pre-audit Self-assessments 5) Maintain Open Communication with Auditors Mastering these steps can transform your audit readiness, reinforcing your organization's credibility and compliance. Learn more here: https://lnkd.in/gsejk8uB #FinancialAudit #AuditPreparation #FinanceLeadership #Compliance

Struggling with escalating cloud costs? In this post from Vice President Robert Baker, he offers insights on how a third-party perspective can transform your cloud optimization strategy. With global spending on public cloud services projected to grow significantly, organizations face the challenge of managing complex billing data and diverse cloud services, often leading to unexpected expenses and inefficiencies. E78 provides specialized cloud cost management (CCMO) services that help streamline operations and cut costs by: ☑️ Delivering tailored, actionable insights ☑️ Pinpointing and eliminating hidden waste ☑️ Rightsizing cloud resources to match application needs ☑️ Rationalizing software licenses Optimizing cloud storage according to actual data and access needs For organizations of all sizes, this is more than just savings—it’s a strategic advantage in IT cost management. Learn more: https://lnkd.in/er57_qKT #CloudOptimization #TechnologySolutions #CloudManagement #ITCosts  #FinanceTechnology #OperationalExcellence

September’s private equity dashboard is now available, and it’s showing promising trends in the market. Total disclosed deal volume saw an increase of approximately 24% month-over-month, with 93% of the activity concentrated in deals ranging from $10 million to $250 million. The Healthcare sector continues its streak as the top beneficiary, absorbing about 27% of the capital. Furthermore, the increase in dry powder for the fourth consecutive month signals an optimistic outlook for future investments. Stay updated with the latest trends and insights by signing up for monthly alerts: https://lnkd.in/gVs8JRa2 #PrivateEquity #InvestmentTrends #PEInsights

Join us for an upcoming FP&A Luncheon on October 29, 2024, hosted by E78 and Workday Adaptive Planning at Bin 14 in Hoboken, NJ. Discover the latest AI and Machine Learning enhancements in Workday Adaptive Planning that are setting new benchmarks in financial operations. This session is ideal for those ready to move beyond manual Excel-based tasks to more advanced, efficient, and error-free processes. What you’ll learn: ·        Efficiency through AI ·        Transitioning from Excel ·        How to evaluate your FP&A functions RSVP today to reserve your spot: https://lnkd.in/e6DfBTRM #FPALuncheon #FinancialPlanning #AI #MachineLearning #Workday #FinanceEvents #AdaptivePlanning #Automation #NetworkingEvent

We are excited to be partnering with EliteCX, a leader in customer experience (CX) solutions, to handle the implementations for our CX initiatives. What this means for our clients: ☑️ Expanding Our Consulting Capabilities: Apart from offering functional consulting in CX, we can now provide technical consulting resources, differentiating us in the market. ☑️ End-to-End Expertise: From in-depth initial consultations to detailed technical roadmaps, we're equipped to guide you from your current state to your ideal future state, aligning precisely with your business goals. ☑️ Unbiased, Agnostic Approach: Our collaboration ensures that we remain completely neutral in our evaluations, providing you with the best, unbiased recommendations. This partnership not only enhances our service offerings but significantly increases our ability to consult thoroughly, adding substantial value across all dimensions of customer experience. To learn more, read the article from James Anderson at Channel Futures here: https://lnkd.in/e3sftUN4 #Partnership #CustomerExperience #TechnicalConsulting

If you missed our post from a few weeks ago featuring insights from Managing Director, Jessica Hanzie Leonard, CPA, MBA on "Maximizing Growth and Profitability Through Strategic Budget Planning," here’s another chance to give it a read and download the budget planning checklist. This article underscores the critical importance of thorough budget planning for private equity firms and their portfolio companies as they strive for long-term success and operational efficiency. The provided checklist serves as a practical guide, helping you create a well-structured budgeting process that aligns with your strategic business goals, ensuring you unlock value at every stage of your financial planning. Read the article and download your checklist today to begin leveraging your budget planning as a strategic tool that propels growth and profitability. https://lnkd.in/etpc4BGs #StrategicPlanning #FinancialManagement #PrivateEquity #BudgetPlanning

Join us for an exclusive happy hour and discover the future of business communication with E78, Observe.AI, and Zoom. Wednesday, October 23, from 4:00pm to 7:00pm Location: Karbach Brewing Co., 2032 Karbach St, Houston, TX 77092 Event Highlights: ☑️ Explore Zoom Workplace: Dive deep into the advanced capabilities of the Zoom platform and see how it can revolutionize your organizational communication. ☑️ Enhanced Collaboration: Learn how the seamless integration and collaboration of E78, Observe.AI, and Zoom can significantly boost your team's productivity and connectivity. ☑️ Optimize Costs: Discover effective strategies to leverage the impressive features of E78 and Observe.AI without stretching your budget. This is a unique opportunity to network with business leaders, IT professionals, and decision-makers, all while enjoying the relaxed ambiance of one of Houston’s favorite breweries. Limited Seating Available: To ensure a focused and engaging experience, seating is limited. Reserve your spot today to avoid missing out on this opportunity to elevate your business communication strategies. https://lnkd.in/eHk6H27W #BusinessCommunication #HappyHour #Networking #HoustonEvents #InnovationInTech #KarbachBrewing #ITProfessionals #BusinessLeaders