Latest Insights

Technology

The Top 3 Technology Topics on the Minds of Wealth Managers in 20...

September 6, 2023

While wealth managers have their own unique needs when it comes to technology, there are three trends on all of their minds. Salesforce can help.

Technology

Thumbprints Now Fingerprints – SSL Certificate Changes

September 5, 2023

SSL certificates no longer employ thumbprints, instead there are fingerprints: a SHA256 Fingerprint and a SHA1 Fingerprint.

Article

Apply ‘Measure Twice, Cut Once’ Logic to Your HCM Pro...

September 5, 2023

Taking proactive measures to minimize mistakes and optimize resources is critical when navigating the complexities of project execution in an uncertain economy.

Technology

How Can Distributors Conquer the Small-Order Challenge from Marke...

September 5, 2023

Distributors can leverage technology to overcome small-order challenges, be profitable, and make marketplaces worth their time.

Article

Hagler Systems Case Study: Power BI for Dynamics 365 for Finance ...

September 1, 2023

Technology

Introducing Azure VM Enhanced Backup Policy

September 1, 2023

One of the pain points in moving VMs to Azure is the lack of native backup support. The new Enhanced Backup Policy fixes this issue.

Article

How to Use Master Planning to Mitigate the Effects of Inventory S...

August 31, 2023

In today's climate of constant supply chain shortages, Dynamics 365 for Finance and Supply Chain Management has a module to help prevent disruption.

Article

Sikich Achieves the 2023-2024 Microsoft Business Applications Inn...

August 30, 2023

Sikich achieved the prestigious 2023-2024 Microsoft Business Applications Inner Circle award, meaning that Sikich ranked in the top echelon of partners in sales.

News Release

Sikich Named A ‘Best of the Best’ Firm by Inside Publ...

August 29, 2023

Sikich is proud to announce it has been selected as a Best of the Best Firm by Inside Public Accounting, showcasing the firm's growth.

Technology

Financial Services Cloud for Banks

August 29, 2023

Financial Services Cloud can be an incredible tool for banks to help streamline processes, improve customer experience, and increase revenue.

Tax

Employee Retention Credit is getting a GLAM Up

August 28, 2023

ERC compliance activity and new guidance from the IRS are heating up, including a GLAM (Generic Legal Advice Memorandum) and more.

Article

Jenny Kramer Featured in Financial Advisor

August 28, 2023

Jenny Kramer was featured in the Financial Advisor article, "What Tax Preparers Want from Clients' Advisors."

Technology

The State of Inventory Management for Distributors in 2023

August 28, 2023

Infographic that describes the state of inventory management for distributors in 2023 from a joint survey with Modern Distribution Management.

In The News

Mary O’Connor Featured in Accounting Today

August 25, 2023

Mary O'Connor was quoted in a pair of Accounting Today articles titled "The top two challenges for tax pros in 2023" and "A year on, what do clients think about the IRA?".

Technology

Copilot in Microsoft Dynamics 365 Field Service

August 25, 2023

Microsoft has released a preview of Copilot for Dynamics 365 Field Service, with a schedule for full release at the end of the year. Here's what to expect.

Article

Unlocking Economic Potential: Investing in Midwest Opportunity Zo...

August 24, 2023

Opportunity Zones present an unprecedented opportunity to drive positive change in the Midwest. Let the Sikich Site Selection team help you navigate these opportunities.

Case Study

Hagler Systems Case Study – Dynamics 365

August 24, 2023

We helped Hagler Systems integrate Power BI with Dynamics 365 to strengthen financial oversight and drive project performance.

Technology

Salesforce Sales Cloud for Wealth and Asset Management Firms

August 24, 2023

There are instances where Salesforce Sales Cloud might be a more appropriate choice for wealth management firms than FSC.

Technology

The Construction Industry and Technology: An Outlook for 2023 and...

August 23, 2023

Let's look at what's on the horizon for the construction industry in 2023 and beyond as well as the technology that position them for success.

Technology

Turnkey Technology for Manufacturers

August 22, 2023

Sikich decided the best approach for manufacturers was to create a solution that could be as close as possible to turnkey technology.

News Release

Sikich Teams with Affinity Consulting to Support Litify Implement...

August 22, 2023

Sikich announces it has teamed up with Affinity Consulting Group to support implementation projects on the Salesforce-based Litify platform.

Technology

Business Central vs. Finance & Supply Chain Management: Whic...

August 21, 2023

If your org is using GP, NAV, or SL, which version of Dynamics 365 is best for you, Business Central vs. Finance and Supply Chain Management?

Case Study

Case Study – Enabling Operational Efficiency Through Process an...

August 18, 2023

Having gained the healthcare client's trust, our team continues to provide diverse services across people, process, and technology.

Technology

Microsoft Renames Azure AD To Bring Under Microsoft Entra Umbrell...

August 18, 2023

Microsoft is renaming its Azure Active Directory (AD) products. No action is needed from users, and here's what they will change to be.

Article

Case Study – Globalizing Business Transformation Solutions

August 17, 2023

The Sikich team helped the organization reach a milestone for the company: a unified global solution revolutionizing the HR function and more.

Article

Matthew Doherty in The Daily Herald

August 17, 2023

Matthew Doherty was featured in Chicago's The Daily Herald, with an article about establishing workplace violence prevention programs.

Technology

How Can Wealth Management Organizations Optimize AI Using Salesfo...

August 17, 2023

Wealth management firms often ask if AI can benefit them, and it certainly can, especially with the help of Salesforce Financial Services Cloud.

Audit and Tax

Tax Credit & Incentive Opportunities for Startup Businesses

August 17, 2023

When it comes to modern entrepreneurship, startup businesses often serve as an example of innovation and economic growth.

Article

Matthew Doherty Featured on CNN August 2023

August 17, 2023

Matthew Doherty was interviewed on CNN discussing threat assessments and other concerns in light of an FBI shooting related to an assassination threat in Utah.

Article

Case Study – Strategy Aligned, Success Amplified

August 16, 2023

Going beyond the healthcare provider's initial challenge, the Sikich team uncovered and accomplished several HR and IT improvements.