Are you tired of spending countless hours preparing your financial statements? What if you could spend much of that time on high-value tasks that actually utilize your expertise? Implementing the right automation tools will enable you to do just that.
Whether you have just started investigating, or your research to date has left you with unanswered questions, we have a wealth of resources to help guide you on your journey to fully automated financial statements.
On this page, we highlight some of the industries leading report automation tools, provide stories from a few of our clients who have already reaped the benefits of automating their reports, and recommend an assortment of articles considering financial statement preparation.
The University of Fraser Valley automates its PSAB/PSAS compliant financial reports with ease resulting in a stress-free and more efficient year-end.READ MORE
Below find just a few relevant articles related to preparing Financial Statements:
Are you, the actual professional accountants in the field missing the opportunity for input into how PSAB standards are introduced for adoption?READ MORE
When & why should you upgrade from a spreadsheet to a database-driven application? The technological differences are significant & shouldn't be overlooked.READ MORE
Communicating complex information is a challenge faced everyday by finance & budget departments. This article explores one key to success - readability.READ MORE
Now, our financial statement generation is almost completely automated. We import the data from our accounting software and make all the adjustments in CaseWare. It is much faster to work in CaseWare, easier to troubleshoot and create any on- the-fly reports we need. (read more...)
FHB had a comprehensive understanding of GASB requirements and the process needed to build a compliant report. FHB was able to provide great suggestions as to format as well as ensure we were able to keep the spirit of the report we provided previously. (read more...)
CaseWare represents a huge improvement over our old reporting process. It allows us to be more efficient, eliminating the manual data entry and the opportunity for errors that come with manual processes. (read more...)
The bonus for us was their (FHB's) knowledge and understanding of the internal processes municipalities experience during year-end preparations and the audit. This meant that we didn’t need to spend time explaining how we operate. (read more...)
Client service is impressive. The communication and response time is more than I dreamed. Between Asana, email and phone; I can contact my team and I get immediate responses and feedback. I love the weekly status meetings that help keep me on track. (read more...)