Product Updates
Creating and Sharing Client Boards
Learn how to create and share client boards in this informative video. Discover the importance of automated client advisory software.
Resources | Blog
Finance
Navigating the Age of AI: How Accounting Firms Can Thrive and Stay Relevant
The dawn of artificial intelligence (AI) has ushered in transformative changes across industries, and the accounting sector is no exception.
Forecasting
Overcoming Small Business Challenges: Top Tips from the Pros
Every small business faces unique challenges as they work to grow and succeed. While there is no one-size-fits-all solution to these challenges, the...
Finance
Checklist for Closing Your Books at Year-End
It's that time of year again! Fiscal year-end is approaching, which means it's time to close the books. For many businesses, this is a time-consuming...
Finance
How Having Access to Financial Data Helps an Organization Stay Agile and Grow Faster
It is clear that financial reporting is incredibly important for a business. Primarily because it is a regulatory requirement for most businesses.
Finance
The Benefits of Finance Automation: Streamlining Processes and Enhancing Performance
Automation has become an essential part of the finance industry, enabling companies to streamline their processes, reduce errors, and increase...
Finance
The Benefits of Automation for Accounting Firms: Improving Efficiency and Enhancing Client Experience
Automation has revolutionized many industries, and accounting is no exception.
Company News
Finpro is now ✨Datatrixs✨
Datatrixs transforms accountants, loan officers, and financial analysts from data crunchers to automation experts with a few clicks when serving...
Finance
Small Business Management Tips
In this blog article, we'll look at some of the most typical problems facing small businesses and provide solutions. These suggestions can assist you...
Finance
14 Ways to Solve Cash Flow Problems for Small Businesses
The American economy is based on small companies. Despite their significance, small firms frequently struggle to get the funding they require to...
Data Management
What is Master Data Management and Why is It Important?
Master data management (MDM) is a critical piece of any business, yet it is often misunderstood.
Podcast
Alexandria Sauls, Senior Program Manager at Google, Talks About Building Efficient Processes
Alexandria Sauls, Senior Program Manager at Google, talks about building efficient processes for finance, sales, and business operations.
Business Loan
How to Secure a Loan for Your Business: The Definitive Guide
So you've decided to take your business to the next level by securing a loan. Congratulations!
Podcast
Camila Kaul, Google Head of Sales Development, Talks Creative Thinking
Camila Kaul, Google Head of Sales Development Strategy, talks about creative thinking, sales management, and more.
Product Management
Afrina M, Google Product Manager, Talks Being the Bridge, and More
From our interview with Afrina M, Product Manager at Google, we discuss being the bridge, cloud, getting buy-in, leading teams, and more.
Product Management
How to Innovate as a Product Manager
As a product manager, innovation is key. You need to remain focused on the end user's needs and problems in order to create a product that solves...
Product Management
Becoming a Product Manager: What a Role in Product Management Looks Like, and How to Get there
A role in product management is one of the most coveted positions in the tech industry.
Product Management
Akshay Goel, Amazon Alexa Product Manager, Talks About Products
Akshay Goel, Product Lead for Google and previous Head of Product for Amazon, Alexa.
Nick Larson, CRO at Willow talks about revenue and growth
From our interview with Nick Larson, Former Chief Revenue Officer and Co-founder at Willow, we discuss small businesses, scaling, and more.
Is the DCF Valuation Model Overrated?
The discounted cash flow model (DCF) is used by investors in order to determine what the potential future value of an investment may be based on the...
Intrinsic Value of an Asset
The intrinsic value of a business or investment, is deemed to be the present value of all expected and predicted future cash flows which have been...
How Having Access to Financial Data Helps an Organization Stay Agile and Grow Faster
It is clear that financial reporting is incredibly important for a business. Primarily because it is a regulatory requirement for most businesses.
Factors That Impact your Valuation
There are many business valuation factors which can come into play which can impact the overall outcome of an investment.
3 Most Common Business Valuation Methods
There are many different forms of valuations, and some are more beneficial to different types of businesses and different specific scenarios.