Brenda Swiney

In the heart of California’s #TechInnovation capital, how can small business owners stay on top of their game? 📊 🤔 To cope with the SF #BayArea's competitive and cutthroat economy, local businesses are taking advantage of advanced automation tech to cut utility costs and help their businesses stand out 🤖 ⚙️. This article from Brains Automation explores three key ways that automation can boost efficiency and security for any #SmallBusiness, taking their growth to new heights. Want to learn more? Check out our latest blog post! 😊 ✨ #Automation #Technology #Startup #HomeElectrician

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FASB's new proposal on software cost accounting is here! From cash flow reporting to simplified capitalization rules, these changes could reshape how tech companies report their financials.

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How ProVantage Corporate Solutions Found The Perfect Managed Accounting Partner: https://bit.ly/4iBzp8U. "Four years ago, we started a journey to modernize our operations as we desired to transition from that small office to a medium-size entity. We had a terrific ERP system in Cruxos that managed our projects, collected time and attendance, scheduled our employees, but it did not have the functionality we needed for a full-fledged accounting platform." Here's how we solved that problem: https://bit.ly/4iBzp8U #PlanningInChaos #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation

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This week on Founders Insights, our team provides insights on current trends and M&A activity taking place in the SaaS market, including: • Key Themes for 2025 • Silicon Y’all 2024 Recap • Notable Recent Transactions • Operating Statistics • Balance Sheet Metrics • Founders Technology Transactions If you or someone you know have questions regarding anything discussed, or the general SaaS marketplace, please feel free to reach out to Billy Pritchard, Director of Founders’ Tech & Business Services Group.

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🚨 Big News in the World of Observability! 🚨 Observe, Inc., a San Mateo-based SaaS observability company, has raised an impressive $145M in Series B funding! 💰 The round was led by Evolution Equity Partners and Madrona Venture Labs Ventures, with Soma Somasegar of Madrona joining Observe’s Board of Directors. 🏢 Led by CEO Jeremy Burton, Observe is revolutionizing how business data is stored, managed, and analyzed. 🔍 Its innovative Data Graph technology consolidates logs, metrics, and traces into a single, cost-efficient data lake—allowing companies to troubleshoot distributed applications 3x faster than other solutions! ⚡ Serving nearly 100 customers, including Capital One and Commonwealth Bank of Australia, India, Observe continues to make waves in the enterprise world. Other investors included Capital One Ventures, and Sutter Hill Ventures.🌍 📢 Stay tuned to Future Techly for the latest updates on this groundbreaking initiative and the latest in tech and business! 💥 Source: FinSMEs #FundingNews #TechInnovation #SaaS #Observability #DataAnalytics #Cloud #StartupSuccess #SeriesB #BusinessGrowth #Observe #FutureTechly

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The AICPA SOC 2 has become an industry-standard framework that third-party vendors and suppliers can use to supplement a risk assessment. So, how do you interpret and mitigate risks identified in a vendor SOC 2 report in a way that's consistent with your TPRM program? Join Bob Wilkinson on November 13 as he explores the intersection of SOC 2 and TPRM, focusing on how to align SOC 2 audits with your program. https://buff.ly/3AaaQyL Bob will examine: ⚡ The "when" and "why" for using a SOC 2 report as part of a risk assessment. ⚡ Best practices for mapping SOC 2 controls into common vendor risk and security frameworks. ⚡ Tools and techniques for effective vendor risk assessment and monitoring. Register for this webinar to enhance your organization's resilience against third-party risks - and get instant access to our SOC 2 eBook and checklist! #TPRM #VendorRisk #RiskManagement #SOC2

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CAS presents a well-known opportunity for accounting firms to grow their revenue and increase customer satisfaction. But what does the opportunity look like for Agriculture and how do you actually realize it? We’re teaming up with Intuit QuickBooks for an exclusive 2-part webinar series sharing practical steps for establishing and delivering CAS at scale to your agriculture clients. You’ll hear: ✔️ The significant revenue opportunity CAS in agriculture on offer to accountants. ✔️ Guiding principles for establishing Ag CAS. ✔️ How to identify new advisory opportunities from your existing client base. ✔️ How to design high-value, and scalable, ag advisory services. ✔️ How to market & communicate the benefits of CAS to your farm clients. You’ll also see a live demonstration of how the new QuickBooks Online + Figured solution drives the delivery of all your ag accounting services, from enhanced reporting to high-value CAS. Register now to save your spot! https://hubs.ly/Q02wCCKB0 #Accounting #Agriculture #AgTech

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✨ On the tax side, Mercury claimed a substantial R&D credit, but Christine Andrews, CPA wanted stronger documentation backed by granular data to make her confident the credit would withstand audit. On the accounting side, Mercury needed to start reporting on internally developed software (ASC 350-40) at a detailed level for their first year of audited financials. ✍ Both processes needed input from Mercury’s engineering team, but Christine wanted to improve on the traditional approach of creating separate, mostly redundant processes that wasted engineers’ time. 💡 Learn how Mercury used Neo.Tax to simplify both R&D and ASC in our newest Case Study 👉 https://lnkd.in/gjwAP92J

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🎙️ SaaS Growth Secrets from Miro’s CFO, Justin Coulombe, CFA How does Miro drive retention and growth? By blending data, predictive modeling, AI, and a human touch—all underpinned by a robust Product-Led Growth (PLG) strategy. In this episode, Justin shares: The secret to avoiding internal channel conflict in sales. Why per-seat pricing still thrives at Miro. How CFOs can navigate business model transitions effectively. His bold take on SaaS practices that need rethinking. 🔥 Whether you're scaling a SaaS business or fine-tuning PLG, this episode is packed with actionable insights. Check it out and redefine your strategy! 👉 Listen here: [https://lnkd.in/e6_vQKUT] #SaaSLeadership #PLG #CustomerExperience #GrowthStrategies #CFOInsights

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🔑 The Perks of Being a Proactive Leader In our conversation with CFO David Eckstein of Vanta, he explains how shifting finance from reactive firefighting to strategic enablement is key to success. "It’s about building trust—so leaders come to finance not as a gatekeeper, but as a strategic partner." 🎧 Explore his insights on redefining finance leadership: Listen to CFO THOUGHT LEADER episode #1046 https://lnkd.in/equ5BqH4

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Vanta’s CFO, David Eckstein, joined JACK SWEENEY on CFO THOUGHT LEADER to discuss his journey to CFO and how he builds high-performing teams. 🚀 David shares how his entrepreneurial spirit shaped his leadership style, establishing an ownership mindset, and why building a personal board of trusted advisors is key for leaders. He also touches on Vanta’s rapid growth and how we’re using AI to help businesses stay compliant and build trust. Check out the full conversation here: https://lnkd.in/equ5BqH4

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Exciting news! We’re expanding our long-standing partnership with CalCPA to offer CCH Axcess™ Beneficial Ownership to California-based accounting professionals. This will help them support clients with Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act. Cathy Rowe, Senior Vice President and Segment Leader, U.S. Professional Market, adds: "By offering BOI compliance as part of a business advisory relationship, accounting firms can enhance their role as trusted advisors, which is particularly crucial as end-of-year reporting requirements loom large for an estimated 33 million businesses.” Read more in our press release: https://bit.ly/3BLvUvy #BOI #BOICompliance #CTA #TaxAndAccounting

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Debt infrastructure for Latam. Debt capital, simplified. The operating system for capital markets. Get borrower data right from the source. The biggest love-hate relationship is the competition in the space, but a lot of it is needed to build the most efficient capital markets! 🚀 Thank you Andreessen Horowitz for this debt series, specially to David Haber, Melissa Wasser and, JJ Yu! 💜 Pd: {Modernizing Institutional Debt} should be in this article as well! #privatedebt #debtmanagement #debtinfrastructure #latam #vaas #a16z

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