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Tax

Securing Donations During Difficult Times

Tax

Securing Donations During Difficult Times

As you work to navigate these difficult times as a leader of a not-for-profit organization, it’s important to continue thinking...

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Article

Industry Today Features Jerry Murphy

Article

Industry Today Features Jerry Murphy

Jerry Murphy authored an article on the steps manufacturers can take to survive the COVID-19 pandemic, which was featured in...

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NetSuite

Using OpenAir With Identifying Sales Opportunities

NetSuite

Using OpenAir With Identifying Sales Opportunities

OpenAir is a Professional Services Automation Solution that is owned by NetSuite. It provides resource management, project management, project accounting,...

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COVID-19

CARES Act Provides Educational Relief to For-Profit Institutions

COVID-19

CARES Act Provides Educational Relief to For-Profit Institutions

The Department of Education released on April 9, 2020 the provisions and funds authorized for schools under the economic relief...

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Technology

Dynamics 365 Transition to Unified Interface

Technology

Dynamics 365 Transition to Unified Interface

Microsoft made an announcement last Fall 2019 that customers of the Dynamics 365 Customer Engagement will need to transition to...

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Article

Rethink Employee Engagement with Salesforce Communities

Article

Rethink Employee Engagement with Salesforce Communities

Salesforce has created a community space for sharing information and collaborating with those essential to your business. This collaborative solution...

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Audit and Tax

Fraud Happens: Prevention Starts with a Plan and a Strong Will

Audit and Tax

Fraud Happens: Prevention Starts with a Plan and a Strong Will

External audits are essential tools to help uncover critical information about a Not-For-Profit’s financial standing and overall health. Although auditors...

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Wealth Management

Do You Have an Emergency Fund?

Wealth Management

Do You Have an Emergency Fund?

Emergency funds. While they are not a fun topic of financial planning, they are crucial and essential for everyone to...

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Technology

Understanding the CARES Act Loan Provisions

Technology

Understanding the CARES Act Loan Provisions

The loan provisions with the CARES Act can be, like most legislation, confusing. To make matters even more complicated, some...

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Technology

Better Understand Your Client Relationships with Households in Sa...

Technology

Better Understand Your Client Relationships with Households in Sa...

Since releasing Financial Services Cloud (FSC) in 2016, Salesforce has broadened the focus from Wealth Management to include the many...

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Technology

PowerToys in Windows 10 – PowerRename

Technology

PowerToys in Windows 10 – PowerRename

In my last blog, I discussed Microsoft’s latest go at PowerToys. Full source code is available here on GitHub: https://github.com/microsoft/PowerToys. Microsoft...

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Technology

Leveraging Cloud ERP Solutions to Facilitate Working Remotely

Technology

Leveraging Cloud ERP Solutions to Facilitate Working Remotely

With the current COVID-19 shelter-at-home restrictions, businesses will not survive if the employees cannot work from home (aside from the...

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COVID-19

As COVID-19 continues to impact our businesses, we look ardently ...

COVID-19

As COVID-19 continues to impact our businesses, we look ardently ...

As we embark on another week amidst a pandemic that continues to unfold before our eyes, several thoughts have been...

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Technology

Protect Your Sandbox with Salesforce Data Mask

Technology

Protect Your Sandbox with Salesforce Data Mask

Announced at Dreamforce 2019, Salesforce has made it much easier to secure the sensitive information in your organization when working in...

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Tax

IRS Developments With Employee Retention Credit and Payroll Repor...

Tax

IRS Developments With Employee Retention Credit and Payroll Repor...

On March 27, 2020, Congress passed and the President signed into law the Coronavirus Aid, Relief, and Economic Security (CARES)...

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Technology

Inactive User Accounts – Risks and Best Practices

Technology

Inactive User Accounts – Risks and Best Practices

Inactive accounts or accounts that have never logged in to a machine are also known as “stale” user accounts. Stale...

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Tax

SBA Issues Interim Final Rule For Paycheck Protection Loan Progra...

Tax

SBA Issues Interim Final Rule For Paycheck Protection Loan Progra...

On April 2, 2020, the Small Business Administration (SBA) issued its Interim Final Rule on the Paycheck Protection Loan Program...

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Technology

How I Learned to Stop Rebating and Love Trade Allowance Agreement...

Technology

How I Learned to Stop Rebating and Love Trade Allowance Agreement...

Trade Allowance Agreements in Microsoft Dynamics 365 for Finance and Operations (D365FO) offer users a powerful tool to handle sales...

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COVID-19

Strategies to Mitigate the Financial Effects of COVID-19

COVID-19

Strategies to Mitigate the Financial Effects of COVID-19

Don’t touch your face – or your 401(k) It’s important to keep your financial priorities top of mind during an unexpected...

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Technology

Top Three Reasons to Use Jet Reports for Accurate Data Reporting ...

Technology

Top Three Reasons to Use Jet Reports for Accurate Data Reporting ...

These days, finance teams are under tremendous pressure to adapt to a quickly shifting economic environment. We know that access...

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COVID-19

CARES Act Impact on Retirement Plan Sponsors and Participants

COVID-19

CARES Act Impact on Retirement Plan Sponsors and Participants

Amidst the global health epidemic caused by the novel coronavirus (‘COVID-19’) and the resulting economic decline in the United States, President Trump...

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Technology

Managing Remote Teams: Addressing the Unique Challenges of Managi...

Technology

Managing Remote Teams: Addressing the Unique Challenges of Managi...

As many companies are making the shift to working remotely, managers are now tasked with helping their team make that...

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COVID-19

Business Interruption Insurance: Funding Lost Profits from COVID-...

COVID-19

Business Interruption Insurance: Funding Lost Profits from COVID-...

Don’t take no for an answer – file notice of a claim now Many businesses invest in insurance coverage for lost...

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Article

Mark Sobczak Featured in Milwaukee Business Journal

Article

Mark Sobczak Featured in Milwaukee Business Journal

Mark Sobczak was featured in a Milwaukee Business Journal article about Sikich's investments in technology, which have enabled our firm's...

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Technology

Working Remotely in 2020

Technology

Working Remotely in 2020

Today it’s easier than ever to work remotely and still have total access to co-workers, clients, and data. Remote working...

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Technology

How to Conduct a MS VAR Change

Technology

How to Conduct a MS VAR Change

At Sikich, we go through the process of helping companies switch to us as their Microsoft Partner of Record (Dynamics...

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Technology

Scammers Tap COVID-19 Fear

Technology

Scammers Tap COVID-19 Fear

And just like that, we were all reminded of how quickly everything can change. COVID-19, the coronavirus disease caused by...

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COVID-19

Creative Tips for Title IV Institution Leaders to Sustain a Workf...

COVID-19

Creative Tips for Title IV Institution Leaders to Sustain a Workf...

It’s no secret that business owners across industries are concerned about how the next few weeks and even months will...

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Technology

NetSuite Helps You Transition Quickly to a Remote Workforce

Technology

NetSuite Helps You Transition Quickly to a Remote Workforce

For technology-focused companies, like Sikich, the impact of having everyone work remote is extremely manageable. Many of our team members...

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Tax

Congress Passes CARES Economic Stimulus Legislation for Coronavir...

Tax

Congress Passes CARES Economic Stimulus Legislation for Coronavir...

After several days of political drama, on March 27, 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES)...

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