Lucky father and husband. Tech consultant of accountants. Econ @ GMU. A more profitable practice and happier clients run through FP&A and strategic advisory.
Washington, DC
Joined February 2013
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It's a great time to add financial planning and analysis service offerings to your CAS practice. Level-up in 2023 - your clients will thank you!
We're celebrating another great year with the best customers! 🎉 Thanks to you, we're a leader (again!) in the financial analysis and budgeting & forecasting categories on @G2dotcom.
We can't wait to help you plan for more success in 2023!
Level up your #advisory insights you share with clients by utilizing key non-financial metrics. Many of your peer firms are utilizing @GoJirav FP&A platform to enable deeper business partner conversations.
The most functional, reliable projections go beyond financial metrics—your forecasts should include the non-financial operational drivers affecting your sales.
Learn why you should include these 6 non-financial metrics in your forecasting: bit.ly/3BUMUga
Thomas Casey retweeted
Who can resist this lil guy? 🥺
Shoutout to @GoJirav for the cute swag at the #AcuityCon2022 trade show!
"Many people approach risk as if it's the enemy when it's really fortune's accomplice." Sting is a high-level thinker too.
Thomas Casey retweeted
In uncharted economic waters, it's critical to plan ahead for multiple scenarios through cash flow forecasting.
Learn 7 best practices your organization can implement today to improve your cash flow and get the best return from your limited resources: bit.ly/3wHphp1
Thomas Casey retweeted
Budget vs. forecast—what's the difference?
While both tools help you better manage your business, they serve different functions and it's worthwhile to understand their differences. Read more on the blog: bit.ly/3B9i7MZ
#budgeting #forecasting
If you are starting or trying to scale your CAS practice, you won't find more focused content and meet leaders who would love to share what works best for them.
Thomas Casey retweeted
Modern firms are choosing financial planning and analysis (FP&A) solutions to elevate their accounting practices.
Download our latest whitepaper for 6 steps that will share how to package, price, market, sell, and rollout #FPA services to your clients: bit.ly/3FLghT1
Thomas Casey retweeted
We're a month away from the @IMA_News Accounting & Finance Conference! Join us in Austin from June 12-15, 2022. Learn more and register here: bit.ly/3KVq9dI #IMA22
Thanks for letting me know, @RafaelCasasNS. Adding this podcast to my current lineup! KET is one of my all-time favorites ❤️
Excited to check out @OracleCloudERP's new podcast, General Ledger, hosted by former chairwoman of the #AICPA, @kellisontaylor! She's chatting with forward-looking leaders about anything and everything impacting the world of #finance. bit.ly/3sTuTct
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Please welcome @BDOGlobal as a Xero Global Partner. 🥳
We've joined forces to provide businesses with greater support and information to build resilience and succeed. @Xero will become BDO’s preferred accounting solution for its clients in the small to medium business space.
According to McKinsey & Company, larger firms meeting their automation targets, there were three main factors:
1) make automation a strategic priority,
2) focus on people as much as technology, and
3) develop an operating model that enables scaling.
What stage are you in?
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My “And” is appreciating the places and foods in our great country. Sharing those stories at work helps me build better relationships. #WhatsYourAnd? Check out this new book from my friend John Garrett amzn.to/354lswP
Thomas Casey retweeted
If you’re an accountant/bookkeeper this is an excellent opportunity to learn about some cool products and new ideas to serve ag clients. If you work with an accountant on your farm, please share. #xero #agriculture #accounting #cpa
🇺🇸 There are 2 million farms in the US. Chances are you work with one of them.
Join us September 15 to see how the real time data integration of @Xero + @figuredapp + @onpay_payroll helps you collaborate with clients & access your information anywhere.
RSVP 👇
Thomas Casey retweeted
Calling all Acct Influencers - would you like to be part of my "gang" at my new company? If so - please fill out this short Google Form!
docs.google.com/forms/d/e/1F…
This conference belongs on your calendar each year - if you wish to continue to evolve in the profession.
Just announced! Digital CPA will be a 1-day virtual event for 2020, held on December 8th. Join us, diving into the Accelerations of Change and what its impacts will look like for progressive firms and their clients cpa.com/digital-cpa #DCPA20 #DigitalCPA
