Wealth Management companies often need to make decisions within minutes, not hours, and need an up–to–date and consolidated view into the financials that drive their business.
Author Archive for: djfionda
About David Fionda CPA
David has more than 30 years of experience with finance systems and has overseen more than 250 successful finance system implementations. He holds degrees in Accountancy from Bentley University and a Masters in Technology Commercialization from Northeastern University. He is a member of the Mass Society of CPA‘s and the American Institute of CPA’s
Entries by David Fionda CPA
With so many unique pain points and challenges, nonprofit finance is never easy. Our recent survey of nonprofit finance leaders revealed that their teams are struggling with competing priorities, constrained resources, inefficient technology tools, and ever-changing reporting and compliance requirements. What’s your strategy for transforming your organization’s performance? In other words: What’s your roadmap for nonprofit finance?
How do you know your nonprofit is truly delivering on the promise of its mission? Perhaps more to the point: Can you demonstrate your nonprofit’s effectiveness—to your funders, constituents, community, and charity evaluators?