Accounting Software Implementation Traps and How to Avoid Them

December 28, 2022 by Don Harder

Implementing a new accounting system seems like it should be a straightforward task, but did you know that 75% of those who tackle such a project end up in failure?  Why is this?   Anyone who has ever set out to build a home well understands that on paper, everything should work, but once you get…

Filed Under: Accounting Tagged With: implementation

An Update on the Industry’s Efficiency in Accounting and Investment Analysis

December 26, 2022 by Don Harder

The story of human progress is a story of tools that make our work more possible and make it easier. Bartleby, the Scrivener, written by Herman Melville, is a story of a man who wiled away his days meticulously copying documents in a law office by hand. Most of us today don’t remember, but the…

Filed Under: Family office Tagged With: family office study

2022 Year in Review: A Word From Alex Ivanov

December 22, 2022 by Don Harder

2022 has not been kind to the financial markets. Particularly hard hit has been crypto and tech. It may be a surprise to hear then that from our industry perspective, technological innovation experienced a booming bull market and we have been able to leverage this trend by making FundCount better than ever. Economic pressures encourage…

Filed Under: Uncategorized

A Preview of 2023 Trends: The Relentless Rise of Tech

December 21, 2022 by Don Harder

2022 Trends

Looking back, it’s easy to conclude that 2022 has been a volatile and challenging year in world markets.  But beneath that volatility, a transformation is taking place in the investment and accounting worlds.  That’s the continued steady advancement and implementation of many significant new technologies. You may have seen these innovations firsthand.  If not, prepare…

Filed Under: Uncategorized

MI in Accounting: Forecast Future Trends

December 16, 2022 by Don Harder

MI in Accounting

Is your business struggling to make the right business decisions? How about missing the resources to evaluate different situations? MI in accounting might be the solution your business needs. Management information is a key component of developing and implementing successful strategies and business decisions. Evaluating the components of MI in accounting, the benefits of implementation,…

Filed Under: Accounting Tagged With: MI in Accounting

The Cost of Upgrading Your Family Office To The 21st Century

December 15, 2022 by Don Harder

2022 was a tough year for family offices.  Portfolio values are down, interest rates have been rising and the main focus of many has been on controlling and even reducing operating costs and debt. Against this background, putting off the purchase of a new portfolio and partnership accounting and reporting system might seem a wise…

Filed Under: Family office Tagged With: family office, Upgrading

Global Supply Chain Risk Impact on Private Equity

December 9, 2022 by Don Harder

Increasing conflict between Russia and Ukraine, labor shortages, and geopolitical concerns in China have driven up fuel costs, created new logistics restrictions, and continue to add to the supply chain disruptions many industries are facing.  Despite many freight markets having minimal exposure to Russia, Ukraine, and China, indirect factors continue to plague the supply chain,…

Filed Under: Private equity Tagged With: supply chain risk

Elon Musk Crypto Top 5 Predictions

December 7, 2022 by Don Harder

Elon Musk has been one of the leading voices in the crypto space. His companies represent innovation, technological advancement, and maybe even the future of software. Musk is constantly thinking ahead, looking for ways to improve processes, and anticipating what could be in the future. Over the past few years Elon has been vocal in…

Filed Under: Uncategorized Tagged With: elon musk crypto

How Back Office Automation Tools Can Ease Your Daily Life

November 16, 2022 by Don Harder

back office automation

We are living in a revolutionary time when it comes to automation.  With the evolution of AI and Robotic Process Automation (RPA), work that formerly was dreaded can now be handled swiftly and accurately by computers, with no complaints.  Today’s digital workforce can help free you and your staff from these less-than-desirable tasks with more…

Filed Under: Uncategorized Tagged With: accounting automation, back office automation

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