Cohen & Co, a leading tax and accounting firm, has announced that it has become a certified implementation partner for Sage Intacct and Workday Adaptive Planning, two industry-leading financial management software platforms. This partnership will enable the firm to help businesses transform their financial functions into leaner, more optimized departments. The two platforms, Sage Intacct and Workday Adaptive Planning, complement each other’s strengths to provide a comprehensive solution for businesses looking to maximize their technology investments. Sage Intacct is a cloud-based general ledger accounting and reporting solution that simplifies day-to-day accounting activities, drives efficiency across core accounting processes, and improves scalability to support future organizational growth. Workday Adaptive Planning, on the other hand, is a leading enterprise performance management solution that provides organizations with a sophisticated tool for planning and forecasting. This solution enables businesses to drive enterprise insights and give users the ability to proactively manage the organization. According to John Cavalier, partner and head of Cohen & Co’s Management Consulting Group, the firm’s focus on the successful implementation of these technology solutions, as well as addressing the entire operating model, including process, data, reporting, people, and controls, is key to delivering significant value to clients. “We work across a number of competitive enterprise resource planning (ERP), GL accounting, and enterprise performance management (EPM) applications,” says Cavalier. “And while there’s not a ‘one size fits all’ solution for our clients that span industries, Sage Intacct and Adaptive Insights have been extremely helpful to those in the hospitality and property asset spaces. These tools coupled with our team’s advisory expertise have helped companies transform their finance function and unleashed significant value for our clients, helping them grow efficiently while navigating the demands for better insights, faster.”
Cohen & Co’s approach to implementing these solutions is centered on addressing the entire operating model, rather than just the technology itself. This approach helps businesses to:
- Improve process efficiency and reduce costs
- Enhance data quality and analytics
- Develop and implement effective reporting and dashboarding
- Train and upskill staff to maximize the benefits of the new technology
The firm’s goal is to remain focused on the full circle of what a business needs to be efficient, effective, and innovative, and to maximize ROI and time to value. About Cohen & Co
Cohen & Co is a leading tax and accounting firm that has been recognized as one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting. The firm offers assurance, tax, and advisory services to clients throughout the U.S. and worldwide. Cohen & Co’s Management Consulting Group is focused on delivering significant value to clients by implementing technology solutions that complement each other’s strengths. The firm’s team of experts has extensive experience in implementing enterprise resource planning, general ledger accounting, and enterprise performance management solutions. The firm serves a broad range of clients, from privately held companies and their owners to public and private funds, advisers, and fund service providers within the investment industry. Cohen & Co also serves Fortune 1000 multinational enterprises and has more than 800 dedicated professionals across the U.S. and 14 offices in Colorado, Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania, and Wisconsin. Cohen & Co’s commitment to delivering high-quality services and expertise has earned the firm a reputation as a trusted advisor to businesses. With over 40 years of experience, Cohen & Co is well-positioned to help businesses transform their financial functions and achieve their goals. **Key Benefits of Partnership**
- Simplified financial management
- Improved process efficiency
- Enhanced data quality and analytics
- Effective reporting and dashboarding
- Increased ROI and time to value
**How Cohen & Co Can Help**
- Implementation of Sage Intacct and Workday Adaptive Planning
- Addressing the entire operating model, including process, data, reporting, people, and controls
- Training and upskilling staff to maximize the benefits of the new technology
- Delivering significant value to clients through expert advisory services
By partnering with Cohen & Co, businesses can transform their financial functions and achieve their goals. With its expertise in implementing Sage Intacct and Workday Adaptive Planning, the firm can help businesses simplify their financial management, improve process efficiency, enhance data quality and analytics, and increase ROI and time to value.
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