Case Study: Scaling Smart – How a Fast-Growing Supplement Manufacturer Streamlined Finance and Operations with NetSuite ERP 

By Whitney Irish

Learn how Withum helped a rapidly growing nutritional supplement manufacturer overcome challenges with its current business solutions with NetSuite. Executive Summary During rapid growth, a nutritional supplement manufacturer faced challenges with its current business solutions, which failed to meet its growing needs. The company’s systems were disconnected, making handling a large volume of orders challenging….

Enhancing Financial Transparency: Effective Budgeting and Reporting for Vacation Ownership Resorts

By Ruby Castaneda

Vacation ownership resorts operate in a unique segment of the hospitality industry, requiring solid financial management to ensure sustainability, profitability and guest and owner satisfaction. Effective budgeting and financial reporting are crucial for these entities to manage their resources efficiently, meet regulatory requirements, and provide transparency to stakeholders. Having a set of best practices in…

Alternative Investment Fund Reference Manual

By Krysten Hambrook

What’s Inside? This is an exciting time for the alternative investment community, from a record number of funds in which to invest to “watchful waiting” when it comes to the SEC’s next move in terms of rulemaking and enforcement strategies. One thing remains certain: when it comes to investor satisfaction and capital inflow, alternative investments…

From Inspiration to Innovation: Women Making Waves in Life Sciences

By Allison Katz

Join us in celebrating the achievements and contributions of these extraordinary women. Their stories not only inspire but also pave the way for future generations. In honor of Women’s History Month, Withum is proud to spotlight some incredible women leading the way in the life sciences industry. We asked a few of our clients to…

Early Preparation Tips to Streamline Your Employee Benefit Plan Audit

By Allison Katz

It is never too early for plan sponsors to start thinking about the organization’s employee benefit plan audit. Generally, audits can’t begin until the spring, when the recordkeepers have provided the audit package, which includes a collection of reports detailing the plan’s operations for the year. Following is a list of items that auditors will…

Microsoft Teams Productivity: Team Up With Power Automate

By Ruby Castaneda

In the modern workplace, staying connected and working efficiently are more important than ever. Many organizations rely on Microsoft Teams for daily collaboration; it is the go-to platform for collaborating with colleagues, holding meetings, sharing files and keeping everyone in the loop. But did you know that you can take your Teams experience to the next…

Case Study: Scaling Financial Success with Dynamics 365 Business Central: A Labor Union’s Transition from QuickBooks

By Whitney Irish

Learn how Withum worked with this client to successfully reduce manual processes, improve workflows and increase internal controls while increasing future scalability. Download a PDF of this case study. Executive Summary To modernize their technology, enhance financial insights and streamline operational efficiency, a not-for-profit organization partnered with Withum to successfully implement Microsoft Dynamics 365 Business…