Cohen & Co, one of USA Today’s Most Recommended Tax and Accounting Firms, is excited to announce it is now a certified implementation partner for two leading financial management software platforms: Sage Intacct and Workday Adaptive Planning. Together, these platforms build on each other’s strengths to help maximize solution specific technologies and help companies transform their financial functions into leaner, more optimized departments. Hospitality and property asset management are two key markets in which Cohen & Co clients have had particular success with these solutions.
Sage Intacct is a core, cloud-based general ledger (GL) accounting and reporting solution that simplifies day-to-day accounting activities, drives efficiencies across core accounting processes and improves scalability to support future organizational growth.
Workday Adaptive Planning, a leading enterprise performance management (EPM) solution, provides organizations a sophisticated tool for planning and forecasting. Adaptive is a key tool in optimizing the financial planning and analysis function, driving enterprise insights and giving business users the ability proactively manage the organization.
“We work across a number of competitive enterprise resource planning (ERP), GL accounting and EPM applications,” says John Cavalier, partner and head of Cohen & Co’s Management Consulting Group. “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.”
One of the key differentiators of Cohen & Co’s Management Consulting Group is its focus not only on the successful implementation of these technology solutions, but also on addressing the entire operating model — process, data, reporting, people and controls.
“Our 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,” says Cavalier.