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There are no cookie cutter ways of solving your toughest business challenges. Our experts create customized solutions with your specific needs in mind. Armanino Solutions - Site Map | Armanino Armanino teams are built to help you navigate and manage your business, bring your finances in order, be future thinking, optimize your processes and generate or secure wealth. Solutions to Move Your Company Forward Services, Technologies, Industries Gain access to a full suite of solutions or pick and choose what's right for your organization. I am in on the topic of Find What You're Looking For Fast! Let's get straight to the point. Just choose from up to three options below to help you find what you're looking for fast. looking for Scalable Technology Solutions for your Business Software Strategy & Transformation Featured Service As your business expands and evolves, and complexity increases, investing in an evaluation of your people, processes and technology is a valuable way to prepare for future growth. Speak to a Solution Specialist We're ready to learn about your specific needs. Corporate Tax Outsourcing Featured Service Start-up, rapid growth, expansion or beyond. Whatever stage your business is in, we provide outsourced tax services based on our industry expertise and technology solutions to meet your specific strategic goals. Solutions More Than Just Accounting & Consulting Services Advisory Audit & Assurance Business Application Consulting Business Management Digital Outsourcing Strategy & Transformation Tax Software BlackLine Certent Microsoft Dynamics Microsoft Dynamics 365 Business Central Microsoft Dynamics 365 CRM Microsoft Dynamics 365 Finance & Operations Microsoft Dynamics GP Microsoft Dynamics Upgrades Microsoft Power Platform Morgan Stanley at Work Sage Intacct Salesforce Solver Workday Workday Adaptive Planning Workday Financial Management Workday Human Capital Management Workiva® Integrations & Toolkits Industries Cannabis Consumer Business Education Energy Entertainment Financial Services Food and Beverage Healthcare Insurance Legal Life Sciences Manufacturing Nonprofit Private Equity & Venture Capital Professional Services Real Estate Solid Waste Technology Business Function Finance Human Resources Information Technology Leadership Marketing Sales Business Stages Startup Rapid Growth Established Expansion Exit Individuals Family Office Services Individual Tax Planning Trust EstateTax Planning Office People Directory Name Looking for someone specific who works at Armanino? Choose from up to three options below to help you get to that person quick. Department

Having the best possible solutions to address organization challenges becomes your advantage in a highly competitive marketplace. Armanino helps organizations manage business evolution or disruption, offering clarity and tools to help with your success today AND into the future. Optimization & Growth | Armanino The marketplace demands change. It’s imperative to measure and challenge methodologies and approaches to ensure you are finding the best ways and applying solutions for the best possible outcomes. Optimization & Growth Optimization & Growth Optimization & Growth Unique Problem Solving Organizations that are thriving today are learning new ways of doing business. Find new opportunities around your people strategy and operations and learn how to successfully navigate disruption and transform digitally. The changing employee landscape is creating labor and skills gaps, necessitating a re-imagined approach to managing talent, human capital and skills Reimagining People Strategy The pressures to keep your business relevant, profitable and sustainable demand a streamlined and sometimes innovative approach to solving for core business functions Empowering Operations Solving for Your Need Areas Of Focus Navigating a volatile, uncertain, complex and ambiguous (VUCA) world requires building and executing your own unique roadmap Navigating Disruption Reinvent your business for the modern customer to accelerate growth and stay competitive and relevant Digital Transformation Digital Disruption Is All Around Us. Are You Ready to Compete? White Paper Every day, forward-thinking companies are disrupting traditional industries by executing a strong digital strategy. Evaluate how to build the right data strategy for your company with this key guide. We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk?

COVID Resources | Armanino Don’t wait for a crisis to hit, explore possible solutions that can help avoid it altogether. COVID Don’t wait for a crisis to hit, explore possible solutions that can help avoid it altogether. Perpetual Preparedness Don’t wait for a crisis to hit, explore possible solutions that can help avoid it altogether. Managing Through Crisis with the Right Solutions Pandemic-Driven Solutions The COVID-19 pandemic has been the biggest disruption to modern-day businesses, so ensuring proper management of it becomes vitally important to assess and react to the impact it has caused and continues to cause. The following solutions help ease some of the burden of the disruption. Disruption at Work Is Your HR Team Prepared for the New Normal? Video Series To help employers understand the intricacies of these HR challenges, Armanino's experts have created a video series discussing the most important issues in the market and how to resolve them as organizations get ready to return to work. Return to Work Resource Center Getting Back to Work As your organization plans how to adjust to the new normal, you face a copious number of business decisions on when and how to reopen workplaces while still ensuring the safety of your employees, customers and greater community. There are many unknown variables to contend with, and navigating these situations effectively requires a specific knowledge base and set of resources. PPP Loan Forgiveness Support Program Staying in Business PPP loan forgiveness is not a simple, uncomplicated process. In fact, it will be much more onerous than the PPP application process itself. Calculations are complex and the supporting documentation needs to be thorough, tied out and easily understood by bank underwriters. Navigating to the New Normal White Paper Keeping your business running through typical disruption is challenging, but when faced with a crisis like the coronavirus pandemic, it seems insurmountable. Whatever your path to your new normal looks like, you may find yourself in some or all of the five stages outlined in this white paper. Each phase has its own set of challenges and opportunities but can be overcome. We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk?

Business Stages – Adding Value at Every Stage | Armanino Part of Armanino's approach is to support businesses as they go through recognizable stages, each with its own set of demands. Understanding Where You Are and What You Need Businesses go through recognizable life stages, each with its own set of demands on the finance organization. Learn more about this typical growth path and what you need to consider during each phase of your company’s evolution by exploring below. Adding Value at Every Stage of Your Business Business Stages Whatever stage your organization is in, good moves tend to be the results of strong advice based on sound insights of savvy professionals. Functioning For Your First Customers Stage - Startup The main priorities are to complete development, grow your customer base, increase revenues and generate positive cash flow. Start-ups often don’t need or can’t yet afford a full-time finance department. Partner with us so you can stay focused on your business. I am in on the topic of Find What You're Looking For Fast! Let's get straight to the point. Just choose from up to three options below to help you find what you're looking for fast. looking for Experiencing Growth Benefits and Challenges Stage - Rapid Growth Your business has made it through the precarious start-up stage and you find that you’re growing quickly. The focus is now on sales and market penetration and on dealing with a constant influx of pressing issues, each demanding time and money. Keep Operations Running Smoothly Stage - Established A well established company going through ups and downs must remain alert. Maintaining business as usual is the hardest thing a company can do. Regardless, you need to stay agile, flexible and ready for anything the market throws at you. We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk? A Growth Strategy Stage - Expansion At this point, you might be actively seeking acquisitions to facilitate your market expansion. You may be launching new products or opening new markets, crossing state lines and borders in the process. Planning Your Business Strategy Stage - Exit Any exit must be carefully planned and executed, whatever form it takes. If you’re passing on the business to heirs or successors, they must be fully apprised of the legal, financial and operational obligations they’re assuming.

From finance to human resources to sales and marketing, the efficient operation of functional areas can help your company achieve a higher level of success. Through functional areas, we offer expertise and capabilities needed to achieve best practice and define next practices to boost long-term performance. Business Function | Armanino Different services based on your role within the company Business Function Facilitating Core Processes Across All Business Functions Functional Support Building efficiency and effectiveness across the business. Uphold The Procedures and Guiding Principles Finance Companies of all sizes heavily rely on the finance functions to appropriately and accurately support the organization. I am in on the topic of Find What You're Looking For Fast! Let's get straight to the point. Just choose from up to three options below to help you find what you're looking for fast. looking for Critical to a Company’s Success Human Resources The role of human resources has evolved tremendously in a short amount of time. The evolution will continue as technology expands at a rapid pace replacing tasks once performed by humans. Hidden Value of the Information Technology Department Information Technology IT is one of the integral parts of a company that today, hold more influence and responsibility for a company's overall success. Bridge the Gap Between Marketing & Sales Marketing & Sales Although there is overlap, the two functions certainly have their own objectives when it comes to meeting the larger growth goal. Excel in Your Leadership Role Leadership / Executive Excelling in the leadership role brings about many benefits, as it is future looking and concerned with myriad of higher-level impacts including setting the strategy for the business, building relationships, and developing alliances and partnerships with stakeholders. We're Here for You Whatever business function you're in, we're here to help. Need to Talk?

We ensure that your software solutions are not only implemented correctly, but that both technology and business stakeholders fully embrace it. When stakeholders are engaged, the key knowledge is transferred, user adoption increases, and the project's goals are met. Think of Armanino’s Rapid Implementation Methodology as your insurance that the project provides sustained business value. Software Solutions & Implementation Consulting | Armanino Armanino's software solutions consulting practice offers expertise in accounting/ERP, CRM, BI, budgeting/forecasting, & compliance solutions. Software Solutions for Finance & Operations Choosing the right software solutions is essential when moving your company forward. You want to ensure you are choosing software that aligns with your company's goals, meets the needs of stakeholders and scales with your organization. Cloud, hosted and on-premise software solutions choices are outlined below by order of functionality. Software That Aligns With Your Organization's Goals Technology Solutions Choosing the right solutions to scale with your organization is essential. Trusted Technology Solutions Experts Our Expertise The key to success is selecting the right partner. With this in mind, Armanino offers an integrated collection of services designed to meet the needs of both growing and established companies. Every project is unique. And the needs of each client vary. That's why Armanino builds each engagement team based on the exact objectives of the project. I am in on the topic of Find What You're Looking For Fast! Let's get straight to the point. Just choose from up to three options below to help you find what you're looking for fast. looking for Meeting the Needs of Stakeholders Software By Functionality Choosing the right technology is essential to move your organization forward. You want to ensure you are choosing software that aligns with your organization’s goals and meets the needs of stakeholders. Enterprise Resource Planning (ERP) Accounting or ERP software is the cornerstone of any complex organization's suite of tools. Tracking accounts receivable, accounts payable, general ledger and billing along with a host of other crucial business information should be performed in the most efficient and accurate way possible. ERP solutions offer an integrated view of your core business functions from supply (manufacturing, operations, and personnel) to demand (sales, service and fulfillment). ERP software allows cross-department data visibility and ensures a single source of truth for business operations: orders, production, supplier and vendor management, and financial management. When considering accounting software, you must find the one that fits your specific financial needs of your business and one that will scale with you as you grow. Customer Relationship Management (CRM) CRM enables organizations to maintain superior customer retention rates, administer targeted marketing programs and support the entire sales cycle. Many organizations have multi-tiered sales channels, multiple sales divisions and extensive marketing requirements that only a robust, flexible CRM system can manage. CRM software can become the critical link between your customers and your sales, marketing and customer service teams. CRM tools have evolved to be a critical piece of a business IT infrastructure as they are easily implemented and quickly deployed. Human Resources Information System (HRIS) Modernizing your HR technology is key to attracting top talent, engaging your employees and making smarter business decisions. A cloud-based HRIS equips your organization to scale and adapt to the evolving world of work. Pivotal to transforming your HR processes, an HRIS provides access to real-time reporting and people analytics and ensures a single source of data truth. It streamlines HR operations and aligns your teams across core goals, helping you fuel data-driven talent strategies and better prioritize your people and their success. Financial Planning & Analysis (FP&A) Establishing a budget is one of the most basic and yet most intricate items for every business. Financial Planning and Analysis software moves a company from error-prone spreadsheets and manual processes to more reliable and accurate methods, reducing the potential for fatal errors. These applications use your company's financial data to help predict business expectations, forecast expenses, analyze budgetary information, predict business trends and a multitude of other data points important to the success and long-term growth of your business. Using the best applications possible to manage this process can be the difference between a competitive advantage and a blurry view of the health of your company. Business Intelligence (BI) The software offers a more simplistic and easy-to-use interface than any other systems application. Constantly monitoring and collecting data from all your existing systems, the business intelligence software can synthesize data from any sources chosen and offer analysis and reporting, thereby put you in a position to make the most up-to-date and accurate recommendations for your company. BI tools are seeing a rapid adoption among most companies today as they are easily implemented and quickly deployed. Stock-based Accounting Managing equity compensations can become tedious and costly. Using a stock option administration software solution provides companies with unprecedented visibility into equity compensation, making accounting and stock compensation management faster, smarter and easier. You can gain a robust administration platform coupled with a participant portal to provide your company with increased visibility and deliver results straight to your administrators and participants. Finance Automation With increasing pressure to deliver fast and accurate financial information under more complex regulations, accounting departments need their staff to focus on more value adding tasks. Accounting process automation takes your mundane, routine and time consuming tasks and automates them. Companies gain insights into business performance and time to analyze trends to increase accuracy. Accounting process automation software enables segregation of duties, configures to your company’s approval process, and integrates with all ERP systems. Integrations Choosing the right partner is just as important than choosing the right software. Armanino’s certified development, implementation and consulting team easily extends your existing software investment, syncing it with any other systems you use to run your business. We’ve completed more than 1,000 cloud, hosted and on-premise implementations, customizations and integrations for a wide variety of industries. Our experienced team of consultants includes CPAs, IT professionals, industry operations experts and former CFOs, Controllers and FP&A managers, who understand your struggle to get the information you need, where and when you need it. We know finance and operations and can provide technology solutions to the pain points you experience on a daily basis. Industry-Leading Products Options by Functionality Armanino conducts extensive research and testing before recommending best-of-breed solutions to our clients. You can be assured our certified implementation consultants understand your needs and provide the best technology tools to address your future growth. Business Intelligence Microsoft Azure Microsoft Power BI Workiva® Customer Relationship Management (CRM) Microsoft Dynamics 365 CRM Salesforce Enterprise Resource Planning (ERP) Microsoft Dynamics 365 Business Central (BC) Microsoft Dynamics 365 for Finance & Operations Microsoft Dynamics GP Sage Intacct Workday Financial Management Finance Automation BlackLine Financial Planning & Analysis (FP&A) Solver Workday Adaptive Planning Human Resources Information System (HRIS) Workday Human Capital Management Stock Based Accounting Certent Morgan Stanley at Work Boost Your Existing Software Investment Integrations & Toolkits Sync with systems you currently use to run your business. We've completed more than 1000 cloud, hosted and on-premise implementations, customizations and integrations for a wide variety of companies. Sage Intacct Experts Business Application Consulting Featured Software Technology Solutions Insights Business Application Consulting Accelerate Growth With a Holistic Tech Strategy Contact our experts today to assess your infrastructure and identify your critical opportunities for data insights and growth. Request an Assessment

As a successful individual, you have specific needs and goals for financial planning and asset management that are influenced by many forces. Business and investment decisions should be reviewed regularly, in the context of the impact on your personal family wealth planning. After all, the objective is to achieve personally focused goals facilitated by good business and investment decisions. High-Value, High-Touch Association Armanino’s private client services help you best utilize the planning strategies that will accomplish the legacy you envision. As part of our personal accounting services, we’re also here to be a sounding board, so that you can maximize unique opportunities as they arise. Our private accounting expertise will help you realize your long-term goals and far-reaching plans, so that your legacy can grow even beyond what you initially conceive. Private Wealth Management Services | Armanino Estate planning, complex tax strategy, transaction services, income shelter and wealth planning are all important. Our private accounting team can help. Financial Planning and Asset Management for the Successful Individual Our personal accounting services team knows there is more to private wealth management than simply the accumulation, protection and transfer of wealth. Estate planning, complex tax strategy, transaction services, income shelter and wealth planning are all important. Private Wealth Management Services Enable your loved ones to benefit from the success you have established for decades to come. Private Wealth Management Services Personal Attention Enable your loved ones to benefit from the success you have established for decades to come. Support Wherever You Are International Tax Tax is an inescapable dimension of almost every jurisdiction where an individual or company conducts business. Our international tax experts have helped numerous individuals mitigate tax risk and address cross-border tax issues. We can assist with your international tax planning. Get Started Balance Changes in Your Business and Your Family Life Individual Tax Planning The tax decisions you make today can affect all aspects of your professional and personal life. We make it a priority to understand what you have in mind for your company, your family and yourself. Right People, Right Capabilities Family Office Every family has a unique set of needs that can change very quickly, and our family office specialists take the time to really get to know you and your family's specific goals and challenges. We ensure your wealth and values will transfer on to the next generation in an organized way. Protecting Your Wealth for the Future Trust & Estate Tax Reaching your financial goals starts with taking a serious look at your situation. When we undertake estate tax planning with you, we talk about upcoming life events to help determine the most appropriate plan for accomplishing your goals. And, if you don't yet know where you want to be financially in the next five, 10 or 20 years, we can assist you with that, too. Experts Individuals Private Wealth Resources & Insights Individuals We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk?

Armanino is comprised of seasoned professionals who offer a wealth of experience and insights across a broad range of industries and services. We work interactively and proactively to ensure achievement of financial goals long-term. Our focused team members are dedicated, committed and strive for the success of our clients. Armanino Industry Advisory Services Armanino is comprised of seasoned professionals who offer you a wealth of experience and insights across a broad range of industries and services. Industries Armanino is comprised of seasoned professionals who offer you a wealth of experience and insights across a broad range of industries and services. We work interactively and proactively to ensure our clients achieve their financial goals long-term. Industry Support and Specialization Knowledgeable Expertise Armanino offers a wealth of experience and insights across a broad range of industries and services. Explore Industry Areas Our level of dedication, commitment and genuine concern for the success of our clients is unique in every niche. I am in on the topic of Find What You're Looking For Fast! Let's get straight to the point. Just choose from up to three options below to help you find what you're looking for fast. looking for It’s In Our Values Who We Are Armanino strives to be a responsible company and community partner. To ensure we are living out our purpose, we conduct our business using some guiding principles. Achieve Sustainable Profitability Industry Focus - Cannabis Our services are tailored to the needs of growers, manufacturers, distributors, dispensaries and related business. We provided core accounting services and help you maximize operational efficiencies, automate key systems, maintain regulatory compliance and more. Complex Processes and Supply Chains Industry Focus - Life Sciences We help life sciences businesses at all growth stages streamline and manage their specialized operations and processes so they can be more agile, efficient and profitable. We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk?

At some point all companies, from start up to enterprise, will experience the same business process challenges. From common accounting practices to more complex strategic needs like digital transformation, gaining expert advice and solutions can be a differentiating factor on the road to growth. We're here to help you find the right service at the right time. Armanino Services | Armanino Armanino's six departments - Audit, Tax, Consulting, Business Management and Risk Assurance & Advisory - provide traditional and non-traditional services. Services Services that Provide Depth, Expertise and Value Full Suite As one of the top 25 largest independent accounting and business consulting firms in the United States, Armanino brings depth, expertise and value to its clients. I am in on the topic of Find What You're Looking For Fast! Let's get straight to the point. Just choose from up to three options below to help you find what you're looking for fast. looking for What Makes Us Different Company and People Armanino is never satisfied with the status quo. We are constantly looking at adding new ways and specialized expertise that will help us advance our client’s business. Put Programs Into Place Instead of Putting Out Fires Risk Assurance Armanino is here to provide you with an innovative, analytic and practical approach to managing your risk portfolio. We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk? It’s a Beautiful Life, Full of Color Business management We allow very successful people to live the life they choose, by offering distinctly curated, first-class service, sound financial planning and meaningful advice. Explore Service Areas Although our services and solutions can vary from client to client, we specialize in a number of key areas.

Are you spending time, money and people resources in the right places to drive growth? When your teams and strategies fail to align with common goals, it hinders your ability to make timely and informed decisions and seize business opportunities. Our experts can address these pervasive problems that affect growth: Misalignment of sales, marketing and customer success teams Unknown or too-high customer acquisition costs Inefficient processes and lack of data-backed insights Failing customer retention strategies Murky sales and marketing ROI Difficulty keeping up with marketing and analytics technologies Marketing, Sales & Customer Strategy | Armanino Fuel growth, improve ROI, support stronger, data-backed decisions and build stickier client relationships. Drive Revenue & Loyalty Lack of alignment makes growth feel impossible. When your sales, marketing and customer success teams, operations and strategies work together, you’ll reap superior results in your marketing ROI, customer acquisition, retention and expansion, profitability and revenue generation. Think Strategically About Growth Get Data-Driven Client Insights Combine sales and marketing data to gain an end-to-end-view of your clients’ full value alongside their customer journey Optimize Sales & Marketing Teams Break free from siloes and build a one-team approach to accelerate success Retain & Expand Your Best Customers Amplify customer satisfaction and loyalty to drive long-term, growing relationships Reduce Customer Acquisition Costs Stop wasting resources on unprofitable opportunity generation efforts Measure Marketing & Sales Effectiveness Determine success from opportunity to conversion with data-backed insights Uncover New Opportunities in Your Data Extract competitive advantages and new customer strategies Produce Actionable, ROI-Driven Campaigns Increase engagement and conversions with campaigns that accelerate growth Expand Expertise to Achieve Success Access specialized talent to differentiate your brand and growth strategy Embrace a new approach to your marketing, sales and customer success functions: Armanino Ignite combines consulting, technology, outsourcing and marketing agency experience. Unified teams, stronger operations, better data to make decisions and improved client expansion are just a few of the benefits. Here’s how we help you do it: How to Get There Grow Your Brand, Retain Customers & Drive Profitability Growth Strategy Customer growth needs to be a strategic objective for every member of the C-suite. We help you elevate your team, operations, technology and marketing so everyone works toward the right business goals. Data & Technology Our experts evaluate your landscape and help you build the right technology and data sources to derive value from your sales, marketing and customer success data. Marketing Performance Assessment We examine your numbers, tools and tactics to establish whether you have the right people, processes and tools to achieve your short- and long-term marketing and revenue goals. Customer Retention & Acquisition We dive deep into your customer data to identify where your tactics and strategies are working — or lacking. We also uncover where you can attract new customers cost-effectively, increase campaign engagement at every step of the customer journey and grow existing client relationships. Marketing & Branding Not only do we provide a complete marketing agency experience for our clients, we evaluate your current vendors, agency partners and internal teams to validate whether you have the right creative, PR and digital people and capabilities in place. Get an End-to-End View of Your Growth Strategy Deploy an actionable, profitable and scalable growth strategy with experts who combine strategic consulting, technology and marketing capabilities to help you thrive. Start Growing Services 5 Ways to Strengthen Operations & Drive Revenue Growth Strategic Marketing Outsourcing Offload your marketing strategy to a partner who understands your particular needs and secure your organization’s future Customer Relationship Management Gain complete visibility into how your customers and prospects interact with your brand Branding, Media & Marketing Services Engage your audience with our award-winning agency's compelling, end-to-end marketing and media services Technology Selection & Implementation Create an effective technology strategy that reduces manual tasks, improves data visibility and increases revenue Strategy & Transformation Establish a long-term roadmap for sustainable profitability and growth Experts Marketing Sales and Customer Strategy Growth Strategy News & Insights Marketing Sales and Customer Strategy Power Your Growth Strategy Armanino Ignite can help you fill your sales, marketing and customer strategy gaps to drive revenue and ROI gains. Contact our experts today for a complimentary Growth Strategy Session.

Selecting and implementing software can be challenging and overwhelming. But you don’t have to navigate this journey alone. As a Workday Services partner, we have extensive industry and finance expertise to help you build and execute a strategy for success. We’re by your side from start to finish – taking your plans from inception to deployment and continuous optimization. Together, we can choose and implement the scalable Workday solution that caters to your unique needs: Workday | Armanino Deploy leading accounting, finance and analytics systems to enable your organization’s growth and digital transformation. Evolve Your Business Strategy and Processes with Workday A cloud-based software platform for your human capital management, finance and enterprise planning solutions, Workday helps you achieve business goals today and nimbly adapt to future demands. Get support from a trusted Workday Services partner to deploy a solution that addresses your pressing business challenges and seamlessly integrates with your existing processes. Realize the maximum value from your Workday investment: Business Application Software Workday Adaptive Planning, Budgeting & Forecasting Software Services Deploy leading accounting, finance and analytics systems to enable your organization’s growth and digital transformation. Consolidate finance, accounting, HR, analytics and more into one integrated platform Get Everything in One Place Simplify workflows and eliminate manual tasks to save time and minimize errors Streamline & Refine Processes Access real-time data insights and intuitive automations to move forward faster Make Faster, More Informed Decisions Pave an attainable path forward and plan for tomorrow Drive Sustainable Growth Unlock your software’s full potential Get Full Value From Your Technology Inspire and engage your workforce with instant access to important actions Help Your People Meet Their Full Potential Evolve Your Business Strategy and Processes With Workday A cloud-based software platform for your human capital management, finance and enterprise planning solutions, Workday helps you achieve business goals today and nimbly adapt to future demands. Get support from a trusted Workday Services partner to deploy a solution that addresses your pressing business challenges and seamlessly integrates with your existing processes. Realize the maximum value from your Workday investment: Transformational Partnership Don’t Let Outdated Software Hold You Back Feeling Left Behind? As a business leader looking to modernize your software platforms, you likely face many tough challenges, including: Difficulty scaling Outgrowing current systems Battling manual processes Taking too long to close the books Underutilizing current software investments Solutions for Every Growth Stage Find Your Fit We can help you find a state-of-art software solution that meets your shifting needs, no matter what stage you’re at in your business lifecycle. Take Your Workday Software to New Heights Continue Your Journey Optimize your existing Workday software to get the most value from your technology investment. Whether you want to unlock untapped potential, enhance automation capabilities or simply maximize your current Workday platform, we can help you get more from your software with post-production support. We’ll be by your side every step of the way, providing expert guidance in outlining goals to help your Workday solutions accelerate growth. Our experts can help you navigate your sector’s regulatory complexities and deploy solutions that address your distinctive requirements. We help you select and implement Workday solutions tailored to your specific industry: Tailored Industry Experience You’re in Trusted Hands Technology Life Sciences Manufacturing & Distribution Nonprofit Healthcare Family Office Professional Services Private Equity Real Estate Financial Services Construction Investment Management Technology: SaaS As a SaaS leader, you have to stay on top of innovation to make fast business decisions and meet changing customer demands. Manage your evolving needs with Workday’s scalable solutions, including: Flexible resourcing tools Simplified revenue management Real-time updates that help you keep pace with global regulatory requirements Automated invoice creation and expense reporting capabilities help you eliminate manual burdens, collaborate more effectively with suppliers and boost efficiency across your organization. Life Sciences Workday’s robust integration capabilities give life sciences companies the power to easily model multiple scenarios, simplify complex processes and gain a unified view of their workforce. Real-time data accessibility helps you accelerate productivity and jumpstart collaboration. Get complete visibility into your finances and streamline tracking for research budgets and grants so you can manage spending to improve efficiency and profitability. Manufacturing & Distribution Elevate your operations while staying agile and lean amid supply and demand fluctuations. With Workday’s holistic software solution, you can enhance programs and processes where it matters most. Visibility into real-time analytics enables smarter workforce planning and more informed decision-making, helping you comply with ever-changing labor laws and regulations. From demand forecasting to scenario planning and profitability modeling, Workday’s predictive analytics capabilities can help you: Address cash flow challenges Plan product revenues Reduce supply chain bottlenecks Nonprofit Help your nonprofit stay sustainable and resilient – without compromising your mission. With Workday’s real-time data insights and scenario modeling, you can: Measure mission effectiveness Make data-driven decisions Enhance financial stewardship Track funds, grants and donations. And capitalize on Workday’s extensive reporting capabilities and customizable dashboards to manage spending, improve efficiencies and reinforce stakeholder confidence, ultimately amplifying your fundraising efforts and mission impact. HR modules help you build a diverse workforce, cultivate employee engagement and align staffing with mission goals. Healthcare Transform your healthcare operations while supporting optimal patient care. Workday offers comprehensive visibility into your financial health, helping to optimize your budgeting and enhance revenue cycle management. Through its artificial intelligence (AI) and machine learning (ML) capabilities, you can relieve administrative burdens, build a more resilient supply chain and efficiently staff your organization. Family Office Meet your family’s unique financial needs. Workday’s unified platform aggregates financial data from a wide range of financial platforms and investment portfolios. Scenario analytics tools and communication modules promote real-time discussions and updates among family members and advisors. Sophisticated risk management and robust security measures safeguard your financial data and ensure your sensitive information is handled with the utmost care. Professional Services Professional services organizations must improve financial planning, manage complex payment processes, juggle extensive reporting requirements and effectively allocate resources to get ahead. Workday provides real-time financial and workforce visibility, streamlines billing processes, improves accuracy and automates invoicing workflows. With Workday, you can also: Forecast upcoming revenue Determine key growth areas with AI and ML capabilities Improve visibility into control policy violations Meet complex reporting and regulatory obligations Safeguard sensitive client data Adapt to new requirements and support a growing workforce Private Equity In a competitive landscape, Workday helps private equity firms keep pace in navigating complexities and staying compliant. It fast-tracks informed decision-making by providing powerful data analytics and comprehensive investment portfolio insights. By automating tasks like fund administration and prioritizing data security, Workday enhances operational efficiency and safeguards sensitive data, crucial for building investor trust. Real Estate Workday provides the tools you need to optimize operations, make strategic decisions and thrive in the shifting real estate environment. Streamline financial operations and manage and track assets effectively with Workday’s comprehensive and unified platform. Gain an end-to-end view of your business by combining property management and point-of-sale data with workforce and financial information. Use the platform’s predictive analytics to: Anticipate business outcomes Drive greater cost control Make more informed purchasing decisions Financial Services Financial services organizations need powerful solutions to stay ahead amidst market uncertainty, ever-changing regulatory demands and cybersecurity threats. Workday’s adaptability is key to meeting these compliance requirements, keeping your business agile and alleviating disruption. Real-time data access and reporting tools strengthen credit risk assessments, supporting more informed lending decisions. Cybersecurity features mitigate fraud risks and safeguard sensitive financial data. Construction Keep your projects on track while minimizing cost overruns and prioritizing worker safety. With Workday, you can efficiently monitor project costs, fill control gaps and maintain project oversight. And you get visibility into your people and their skillsets, so you can hire quickly, plan for the future and optimize crew assignments. Workday can also integrate with Procore and other construction-specific software, such as project management and accounting tools, giving you an end-to-end solution. Investment Management Investment management firms need forward-thinking solutions to successfully navigate marketplace volatility, meet increased customer expectations, maintain regulatory compliance and break into new markets. Harness Workday’s cloud-based system to get real-time insights into your portfolio performance, automate global finance processes and thrive amidst change. Workday’s robust capabilities can also help you: Diversify your business Find new revenue streams Simplify financial operations Make smarter, faster decisions Armanino Academy Training & Education Harness software education and training opportunities through the Armanino Academy and get the skills and knowledge you need to drive success for your organization. Whether you are looking to develop a new skill or build upon existing knowledge, we provide a variety of learning levels and topics to meet your needs. Application Managed Services Proactive Support Get a proactive and strategic approach for managing your enterprise resource planning, customer relationship management and financial planning and analysis technology through Armanino’s Application Managed Services. Offload and optimize your business solutions with support and resources from our highly specialized functional experts at a cost-effective and predictable price. Testimonials Armanino helped us become systems and technology enabled. Our new systems gave us the confidence, control, automation and visibility we needed to achieve a successful transition to our new organizational structure. Shari Freedman Chief Financial Officer, Room to Read What Our Customers Are Saying Get entrepreneurial insights and a 360-degree view of your business that helps you stay on pace and beyond Continuous Improvement Access client-obsessed experts who focus on uncovering and responding to your needs Deeper Relationships Engage continued support to create meaningful change for the long haul Transformative Partnership We Go Beyond Just Workday Implementation What to Expect Workday Feature Release Highlights Product Updates Armanino is dedicated to ensuring that Workday clients and end-users receive the support and resources necessary to fully leverage the platform. You’ll find our favorite features and functions from Workdays latest releases for your review. 2024R1 Release Features Experts Workday Resources Optimize Your Solutions & Processes Workday Adaptive Planning Let’s Build Your Workday Roadmap Together Learn more about implementing Workday or how to continue the journey to the next phase with your existing Workday platform. Reach out to our Workday experts to build your Workday roadmap and maximize your technology investment. Start Your Transformation

If you’re a business leader of a growing company, you are likely facing some tough challenges: You feel the increased pressure of a rapidly changing labor market that’s more expensive and competitive You’re missing business goals and overwhelming your resources daily because you lack the capacity and tools to manage your end-to-end people strategy You need help figuring out how to implement new strategies, best practices and technology to keep up with an evolving marketplace Finding and keeping people with the right skills to capitalize on future opportunities seems like a never-ending struggle You’re unsure about the best way to address these challenges so you can keep up with everything else Reimagining People Strategy | Armanino Integrate the right blend of process improvements and technology to attract, retain and utilize your people more effectively and secure your organization’s long-term success. Are Gaps in Your People Strategy Holding Your Organization Back? Optimization & Growth Reimagining People Strategy Leverage Your Workforce to Accelerate Your Business Leverage Your Workforce to Accelerate Your Business People Drive Success Integrate the right blend of process improvements and technology to attract, retain and utilize your people more effectively and secure your organization’s long-term success. Focus on What Matters Most Leverage your people on strategic initiatives that drive growth Strengthen Your Brand Become an employer of choice and a magnet for top talent Drive Your Vision Together Get alignment across your organization Face the Future With Confidence Be ready for people issues as they arise Prepare for growth through an evaluation of your people, processes and technology Strategy and Transformation Get HR, finance and accounting expertise and team support to help you solve any challenge Outsourcing Utilize Your Workforce More Efficiently and Effectively With Our Suite of Services Fill The Gaps Improve your data and streamline processes with tools that amplify your peoples’ skills Artificial Intelligence Establish programs that support the social responsibility employees now expect Environmental, Social & Governance (ESG) Armanino gives us the bandwidth to be patient. For anyone who is acquiring a company that doesn’t have a CFO on staff or with the right skills, turning to Armanino's service is a no-brainer. Kevin Jones CEO, Celero Our Clients Say It Best https://www.youtube.com/watch?v=qT140n28GBs Here’s What One Client’s Transformed People Strategy Looks Like Proven Results Salt Branding partnered with Armanino to outsource its HR and accounting functions. Watch this quick video case study to discover how leveraging outsourcing solutions helped them transform and scale their business. How We Help You Reimagine Your People Strategy and Stay Ahead of Change Holistic Approach Assess & Analyze We evaluate and determine your biggest pain points, whether it’s retaining talent, training your people to give them the skillsets needed to help your business grow or implementing automation technology that reduces time spent on mundane tasks. We build a roadmap for your success and partner with you to develop a practical strategy that saves you time, money and internal resources. We also help you create a plan for communicating the reason for change to your entire organization and the roles each team plays to motivate them behind its purpose. Educate & Transition We share steps and knowledge to help you reimagine your people strategy. This can include bringing in technology or outside resources to handle repetitive tasks, freeing up your people to focus on strategic work. We put words into action. Implementing agreed-upon strategies or technology or bringing in our experts to work side-by-side with your teams drives your efficiency. Optimize & Grow We check in with you regularly and proactively to make sure you stay ahead of change. We identify what is and isn’t working, making adjustments when needed — all with the  goal of enabling your people strategy to continue adding value to your organization. Get the most out of your greatest asset – human potential – by empowering your people to drive sustained, meaningful change. We help you develop a roadmap that carefully plots out how to provide your teams with the tools they need to succeed. We help you find a path forward without interrupting your day-to-day business. Let us do the heavy lifting while you stay focused on your people and leading your organization on a path of long-term, sustainable growth. Your people problems are financial problems, too. We work alongside you to holistically address your challenges with our team of experts, solutions and software. Your success is our priority, and we take a proven, step-by-step approach to help you future-proof your organization and grow. Don’t Let Lack of a People Strategy Hinder Your Success People are the key to enacting the strategies, technologies and processes that strengthen your organization and help you become a market leader. Lean on Armanino's experts to guide you to long-term success. Get Started

The key benefits of professional audit and assurance services include: Compliance with regulatory requirements Risk mitigation Transparency to stakeholders Peace of mind for your business Audit & Assurance Services | Armanino Meet compliance goals, access new revenue streams and enhance security with our comprehensive audit consulting services. What Are Audit and Assurance Services? Audit and assurance services refer to the processes and procedures performed by professional firms to verify the accuracy of financial statements and the reliability of internal controls and other risk management activities. Services Audit & Assurance Services Meet compliance goals, access new revenue streams and enhance security with our comprehensive audit consulting services. We can deliver a timely financial statement audit, private company audit, nonprofit audit or single audit (OMB Circular A-133) at a reasonable fee Financial Statement Audit Our benefit plan audit experts work with a wide range of clients from medium sized to publicly traded companies Benefit PlanAudit Financial Statement Services – Audit, Review and Compilation Crucial for corporations, private businesses and nonprofits, an independent evaluation of your financial statements ensures adherence to accounting standards while building trust with your stakeholders. Internal Control Services Examine your organization’s processes, systems and procedures to evaluate the effectiveness of your internal controls in safeguarding assets, ensuring accuracy of financial records and preventing fraud. Internal Audit Improve internal controls and manage risk with personalized analysis for your organization. SOX Compliance Gain a competitive edge with our innovative SOX compliance approach. SOC 1 Attestation - Financial Reporting Controls Grow your business and meet compliance needs with efficient, thorough Type 1 and Type 2 service organization controls (SOC) reports. SOC 2+ Give your customers peace of mind with reports that validate your secure management of private client information. SOC for Supply Chain – Risk Management Controls Assess your vendors and implement supply chain partner controls through internal SOC standards that boost stakeholder confidence. Fraud Risk Assessment Evaluate potential fraud risks, review policies, develop management systems and implement training programs that prevent fraud. ISO Services Achieve international growth by gaining ISO certification, ensuring compliance and enhancing your company’s cybersecurity measures Third-Party Audit, Review & Compliance Services Proactively evaluate risks related to business partners – including royalties, licensing, vendors and distributors – to ensure the security of your operations and address any potential issues that could impact your bottom line. Third-Party Assurance & Vendor Risk Management Ensure that your vendors or service providers meet your organization’s requirements to protect your assets, data and reputation. Contract Compliance Services Review contracts and improve your management processes to ensure adherence to contractual terms and conditions. Cybersecurity & Data Privacy Services Implement measures to protect your computer systems, networks and data by incorporating frameworks such as NIST and CST. Our data privacy services focus on ensuring the proper handling of sensitive data, aligning with privacy regulations to keep your organization compliant. Strengthen your adherence to environmental, social and governance practices ESG Consulting Investigate your organization for financial irregularities or potential fraud Forensic Audit Rein in project complexities while strengthening financial controls and mitigating risk Construction Audit & Project Cost Advisory Services Specialty Audits & Assurance Assessments Benefit from customized evaluations that address your specific industry requirements and help you  comply with regulatory standards. Why Armanino for Audit & Assurance Services? Client Service Model We focus on responsive and efficient audit services. Direct insights Competitive fees Industry credibility Innovative technology We Understand Your World – And Can Help You Thrive in It Get insights from a wide range of professionals who know your sector’s challenges and best practices. Our national team of 1800+ experts has helped hundreds of business leaders like you excel in the following industries: Industry Knowledge How Our Credibility Model Takes You Far Beyond Basic Compliance What To Expect Speed and Efficiency Our breadth of expertise gives us the skills necessary to conduct external audits quickly and effectively with minimal disruption to your operations, no matter how complex your organization. Our staff is trained in the issues and business processes of your industry — they know what to look for and how to go about it with no wasted motion. Hands-On Approach Our partners and managers work onsite, taking a proactive approach to streamlining your audit and resolving any issues that arise. At every level of your organization, our people are equipped with robust tools and technologies to ensure a thorough and efficient audit process. Competitive Pricing Our evolved service model combines highly trained staff, sophisticated methodologies and the latest technology to offer audit services at fees that are highly competitive when compared to our Big 4 and national counterparts — with no sacrifice in resources, service or quality. Specialized External Audit Services Beyond traditional external audits, we offer a full range of audit services to address specific needs. Our review team can analyze your financial statements, provide all three types of SOC reports and conduct benefit plan audits. Global Capabilities Leverage efficient auditing services that meet international standards for your operations outside the U.S. If you need guidance on a global scale, our membership in Moore North America, which itself is a member of the Moore Global Network, allows us to seamlessly extend our full range of services and resources to over 100 countries. We provide access to top independent accounting firms in your key markets. But we don’t just introduce you — we coordinate the audits with other member firms to ensure consistent service across all your operations, both at home and abroad. Strategic Guidance Backed by Demonstrated Results Proven Expertise When you work with Armanino, you gain our team’s demonstrated proficiencies derived from decades of helping businesses like yours solve their unique challenges. Our accolades and certifications include: Microsoft Supplier Security and Privacy Assurance (SSPA) SOC Certification Experts Audit and Assurance Resources Audit & Assurance Insights Audit and Assurance Don’t Miss Untapped Value Armanino has the industry expertise and comprehensive capabilities to meet your unique audit and assurance needs. Contact us today for a free consultation. Request a Consultation

Armanino has an experienced group of caring, seasoned professionals who specialize in estate, trust and business transition planning, compliance and related services. Our basic estate and trust services include: Estate and gift tax planning - A tax-efficient gifting plan from Armanino's qualified appraisers allows you to give money, assets and real estate to loved ones and worthy causes while substantially lowering your present tax burden and the future tax burden of gift recipients. Estate, gift and trust tax return preparation - Filing federal tax returns for estates, gifts and trusts is a meticulous process. Our estate tax accountants can help you take full advantage of any estate tax exemptions and other tax benefits to reduce the tax liability of your estate. Post-mortem planning and estate administration - While many families have an estate plan in place, there are times when it's necessary to plan after a death to maximize tax-saving opportunities and minimize complications for both the deceased's estate and the beneficiaries of the estate. Armanino's estate tax experts can serve in this capacity, as well as act as administrators of the estate during this emotional period. Charitable planning - Our private client services team can help you meet your charitable and financial goals, guiding you through philanthropic pursuits and helping you realize the tax benefits available when you support the causes that are important to you. Trust and court accounting - In the event that an estate has no will or a will has no executor, Armanino can act as a court-appointed administrator, determining the distribution of assets to beneficiaries of an estate. Life insurance planning - Proper life insurance planning can help protect your income, help manage taxes and help families recover from financial risks and unexpected costs. Armanino's estate planning experts can help you identify the correct type and amount of life insurance to provide peace of mind to your loved ones. Elder-care consultation - A holistic viewpoint is necessary for proper long-term care planning. Our financial planners can help you determine how to preserve assets and get the best care for those you cherish, for as long as is required. Accounting and bookkeeping services - From balancing your debits and credits, to paying your monthly bills, we can handle as much or as little of your day-to-day accounting as you need. Retirement account planning - From employer-sponsored retirement accounts to plans for small-business owners and self-employed individuals, our experts will assist you in planning for your post-career life, so you can comfortably enjoy your retirement. Multi-generation planning - Armanino's estate planning experts can help you plan for your beneficiaries over multiple generations, lowering the tax burden on your family business and estate through dynasty trusts, generation-skipping transfers and other tax planning opportunities. Business succession planning and valuation - You've built a successful company and want that success to continue after you retire. Armanino can help you establish a valuation and craft a succession plan for your business, ensuring an orderly transfer of power and assets when it's time to step away. Trust & Estate Planning Services | Armanino Armanino's Tax Accountants work with you to get the most out of your Trust and Estate Plans. We have extensive experience with Estate Tax Exemptions. Reaching Your Financial Goals Reaching your financial goals starts with taking a serious look at your situation. When we undertake estate tax planning with you, we talk about upcoming life events to help determine the most appropriate plan for accomplishing your goals. And, if you don't yet know where you want to be financially in the next five, 10 or 20 years, we can assist you with that, too. We work to provide our clients with peace of mind by working as a team with them and their advisors (trustees, attorneys, insurance consultants, etc.) to ensure that they succeed in this process. Trust & Estate Planning Services Our team help you analyze your current financial situation and set and accomplish your short- and long-term goals. Don't Let Estate Taxes Force Your Heirs to Sell the Family Business Blog Many family business owners spend years nurturing their companies with the goal of providing a livelihood for their heirs. But often their estates don’t have enough cash to pay estate taxes. Experts Trust Estate Tax Planning Resources Trust Estate Tax Planning Help Your Loved Ones Secure Your LegacyLooking for a caring resource to help loved ones close out your final affairs? Download our What to Do When I Die guide. Planning Guide

Digital transformation isn’t just about ERP and CRM — it’s about leveraging integrated systems to operate more efficiently, empower employees, manage suppliers, gain insights about customers and respond to the market’s ever-changing demands. Microsoft Dynamics is a catalyst that sparks greater data-driven connectivity and digital transformation throughout your organization. But navigating any new implementation can be time-consuming, confusing and resource-intensive. Armanino solves these implementation complexities for you. We help companies adopt new cloud technologies to overhaul their day-to-day operations. Our transformative consulting services enable companies to leverage technology and adapt to new market demands. We’ll help you streamline processes and use data and integrated systems to gain every possible marketplace advantage. Plus, by partnering with Armanino, a Gold Certified Microsoft Dynamics provider, you’ll benefit from our decades of deep industry experience across dozens of verticals. Reach out for a consultation and demo today and begin your company's journey toward digital transformation. Microsoft Dynamics - Embrace Digital Transformation Implemented by Armanino Take your Microsoft Dynamics implementation further and solve your complex business problems faster through Armanino’s comprehensive business solutions. Microsoft Dynamics Gold Certified & Inner Circle Partner If your organization is using or looking to use the Microsoft stack, Armanino is the experienced partner you’ve been searching for.We implement Microsoft Dynamics solutions in a way that elevates your processes beyond a standard installation. We help you achieve digital transformation by integrating Dynamics into your company-wide systems, eliminating silos and redundancy so your teams can focus on growth and delivering outstanding products and services. Microsoft Dynamics Software & Implementation Services Elevate Your Microsoft Dynamics Implementation and Achieve Digital Transformation Microsoft Dynamics Solutions Full Suite Testimonials Our Armanino consultants feel like a part of the ACWA team. We really believe they have our best interests at heart. Christopher Do Chief Technology Officer, Association of California Water Agencies All along the Microsoft Dynamics implementation, Armanino was there for us. They were able to come right on board, take over the situation and walk us through everything. They did the discovery, spent time helping us understand our options, pointed out best practices, and provided ideas on areas where we could make changes that would benefit us. They handled every situation that we threw at them. Wesley Wilson Business Systems Manager, Yaculta Companies / Pacific Power Group Armanino’s support has been like having a strong, well-equipped Sherpa while climbing Mount Everest. Frank Donner President, BLKBX Creative Group We had many antiquated business processes that needed to be re-engineered to be current with best practices and function with our new accounting system. Armanino was great in learning our current processes and then helping us discover new, more efficient ways of doing business. Lorinda Odell Accounting Manager, SRFECC My advice for anyone considering moving to new software like Microsoft Dynamics is to just do it, but make sure you do it right. Scott Kenney IT Director, Traditional Medicinals What Our Customers Are Saying Microsoft Dynamics 365 Sales, Customer and Field Service Robust Methodology Armanino leverages a robust implementation methodology, developed with insights from decades of experience, to capitalize on best practices to reduce the risk that many companies face when implementing a new CRM system. We work with you hand in hand to implement comprehensive, cloud-based CRM and ERP solutions that elevate your business performance across all functions. Additionally, we bring deep analytics capabilities to Dynamics 365 Sales, Customer Service and Field by using Power BI, Power Automate and data warehouse strategies to combine organization-wide data into actionable, instantly understandable insights. These data-driven insights help your company create personal relationships with customers by streamlining consumer analytics and providing value at every stage in their user journey. Our Microsoft Dynamics 365 Sales, Customer and Field Service expertise enables us to implement, integrate or upgrade your system to abide by rigorous industry requirements and overcome unexpected market demands. This methodology is digital transformation in action. Microsoft Dynamics 365 CRM How to Choose the Best ERP System Assess Your Needs Not sure which Dynamics ERP solution is the best fit for your company? In most cases, we can point you in the right direction after one short phone call. In more complex cases, we work with you to discuss the pros and cons of each, considering your current needs and future goals. Microsoft Dynamics 365 Finance & Operations Actionable Insights Armanino understands that organizations need a tried-and-true method to enable digital transformation and manage their accounting, operations and supply chains. This is why we specialize in implementing Microsoft Dynamics 365 Finance & Operations (formerly known as Dynamics AX) across dozens of industries. By partnering with Armanino for Dynamics 365 Finance & Operations, you reduce the risk of a failed or extremely over-budget implementation and adhere to industry compliance regulations. Our robust implementation process enables you to quickly leverage Dynamics Finance & Operations and use the Dynamics data to glean actionable insights about sales, financial management, internal operations, business intelligence and other sources Microsoft Dynamics 365 Finance & Operations Microsoft Dynamics GP Deep Expertise With Armanino implementing your Microsoft Dynamics GP solutions, you gain a partner who has a track record of hundreds of successful implementations and upgrades. Whether you’re thinking about a new implementation, looking at how to get value from your existing system, or considering upgrading, we’ll help you assess your project needs and get the most from Dynamics GP. Microsoft Dynamics GP Microsoft Dynamics 365 Business Central Exceptional Knowledge With deep knowledge of the full Microsoft Dynamics ecosystem, Armanino empowers clients with the right system to fit your needs. Microsoft Dynamics 365 Business Central (BC) enables businesses with a robust and cost-effective ERP solution in the cloud. For companies outgrowing their legacy, on-premise solutions, BC is a great opportunity to achieve both short- and long-term strategic growth goals. Microsoft Dynamics Business Central Microsoft Power Platform Insightful Analytics Armanino's team of data scientists and business intelligence experts has deep understanding of Microsoft's Power Platform including Power BI, Power Apps and Power Automate. Our team helps organizations gain full visibility across your holistic business operations to ensure top efficiency and strategic insights to drive your business. Microsoft Power Platform Armanino Academy Training & Education The Armanino Academy offers software education and training opportunities to provide you with the skills and knowledge needed to drive success for your organization. Whether you are looking to develop a new skill or build upon existing knowledge, we provide a variety of learning levels and topics to meet your needs. Industry Solutions As one of the largest Microsoft Gold Certified Dynamics 365 ERP and CRM Partners in the nation, Armanino specializes in implementing cutting-edge industry solutions. We take a strategic approach with every project to ensure successful deployments, user training and outstanding value, year after year. Microsoft Dynamics Proud Recipient of the Microsoft Inner Circle Award for 8 Consecutive Years Leading the Way We’re honored that once again we’re among the top 1% of Microsoft partners. Pair the power of Microsoft Dynamics with Armanino’s expertise and innovation to overcome your biggest business challenges and unlock sustainable growth. Experts Microsoft Dynamics Resources Microsoft Dynamics Insights Microsoft Dynamics We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk?

While we ensure you comply fully with the myriad tax filing requirements, our job is not merely filling out tax forms. Rather, our income tax services experts help you understand the impact of the complicated tax rules — and we do that in plain English. At the heart of our work is finding that delicate balance between “not paying tax before it is due” and avoiding unnecessary penalties. Tax Planning Services for High-Net-Worth Individuals | Armanino Armanino works with you to understand your financial goals and provide Income tax services, Financial Planning and Personal Tax Accounting. Coordinate Your Needs Into an Effective Strategy Business owners and high-net-worth individuals often come to us hoping to reduce their tax burden. To make that happen, we need to know what you have in mind for your company, your family and yourself. Armed with this information, we can carefully coordinate your individual tax planning with your retirement, estate and financial strategy. Tax Planning Services for High-Net-Worth Individuals As things change in your life, we help you adjust your tax planning accordingly. Meet Your Goals Services Clients, business contacts and referral sources know that we will always provide the highest level of personal tax accounting services to ensure you meet your goals, both personal and professional. Individual, Estate and Trust Services In addition to our corporate tax experts, Armanino has an experienced group of professionals who specialize in individual, estate and trust services including: Income tax planning and preparation (e.g., federal and state returns) Charitable tax planning Estate, gift and trust tax planning and return preparation Generation-skipping transfer (GST) tax planning Charitable remainder trust (CRT) planning Planning for stock options and restricted stock units (RSUs) Planning for alternative minimum tax (AMT) Coordinating with other trusted advisors (e.g., attorneys, insurance consultants, etc.) Tax compliance and consulting relating to the LGBTQ community and their families Trust & Estate Tax Planning Corporate Executive Services Our team understands that entrepreneurial executives need help reaching their estate, gift and philanthropic goals, which is why we provide the following services: Business succession planning Stock diversification planning and compensation planning Stock option training for executives and their employees Outsourced accounting and bookkeeping services Understanding and planning with AMT International Tax Services Whether you’re an individual who has a foreign source of income, who has employees working outside their home country or who plans to work/reside outside of the U.S., we can help alleviate your tax concerns. International Tax Family Office Services We have more than 35 years of experience advising wealthy individuals and families with more than $50M in liquid assets on how to manage their day-to-day financial, investment and family concerns. Family Office Services Year-End Planning Helps High-Net-Worth Client Achieve Charitable Goals Case Study A client gains peace of mind in a volatile market with a holistic charitable donation and wealth transfer strategy. Experts Individual Tax Planning Resources Individual Tax Planning We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk?

Transform your data insights by implementing Addepar, a cloud-based investment reporting platform. Addepar’s cutting-edge technology and integrated solutions allow you to simplify even the most complex portfolios, aggregate your wealth, eliminate the noise and derive meaningful analytics from all your assets. And by delegating your onboarding and administrative burdens to a partner who truly understands your specific needs, you can benefit from end-to-end expertise that helps you eliminate data and reporting headaches, integrate your data feeds and focus on what matters most: securing your long-term success. Wealth Management Reporting & Addepar Software Consulting | Armanino Get real-time insights and the end-to-end financial visibility you need to make smarter investment decisions and achieve your financial goals. Wealth Management Reporting & Addepar Software Consulting Get real-time insights and the end-to-end financial visibility you need to make smarter investment decisions and achieve your financial goals. Get Started Family Office Wealth Management Reporting & Addepar Software Consulting Get real-time insights and the end-to-end financial visibility you need to make smarter investment decisions and achieve your financial goals. Get a Clear, Centralized View of Your Assets Streamline complex portfolios to view everything you own, wherever the assets are held See Real-Time Dashboards and Reports Get customized, branded dashboards and reports tailored to your specific needs Make More Informed Decisions Leverage state-of-the-art analytics and benchmarking to transform your decision making Drive Better Investment Outcomes Use data-driven insights to meet your goals and create lasting value Are You Struggling to Make Sense of Your Data? Feeling Stuck? As a high-net-worth individual or family office trying to manage your wealth reporting, you likely face many of these challenges: Juggling disconnected reports in multiple locations Struggling to interpret complicated, confusing reporting metrics Contending with insufficient tools and incomplete data insights Difficulty making informed investment decisions Get the Tools and Expertise You NeedAll Under One Roof Benefits ERP Integration Get the most out of your data by seamlessly connecting Addepar to your existing systems. Dedicated Onboarding Services Offload the complications of integrating and maintaining data feeds and keeping offline assets current. Real-Time Dashboards Clear analysis and real-time representation of your holdings allow you to easily visualize your entire portfolio and drill down on any transaction. Cashflow Projections Project capital calls and distributions-based peer and fund-specific data to manage liquidity needs. Flexible Reporting Tools Use pre-built or custom reporting templates to quickly create detailed reports that update in real time. Design Workshops Take your reporting to the next level by designing custom reports tailored to your unique specifications. Ongoing Data Maintenance Access a dedicated team that proactively monitors your investment data for anomalies and resolves them in real time. Leverage entrepreneurial insights and a 360-degree view of your data that keeps you on pace and beyond Continuous Improvement We are client-obsessed and focused on uncovering and addressing your needs Deeper Relationships Expert support where you need it most enables proactive decisions that help you attain sustainable success End-to-End Support We Go Beyond Data Management What To Expect Resources Individuals Experts Wealth Reporting Bring Clarity to Your Wealth Reporting To learn more about how you can get comprehensive data visibility, enable better decision making and approach reporting metrics with confidence, reach out to our experts. Get Started

We also work with various types of nonprofits with diverse and important missions. We have experts that specialize in issues specific to these types of nonprofits and more: Animal Welfare Associations & Memberships Museums Community Foundations Environment & Conservation Fine Arts Organizations Healthcare Private Education Private Foundations Religious Organizations Social & Human Services Nonprofit Industry Consulting - Accounting, Software, Strategy | Armanino Armanino has been committed to the nonprofit sector since 1969, and we now work with more than 600 nonprofit clients. Helping Nonprofits Fulfill Their Missions Our industry hands-on experience gives our staff of CPAs and former CFOs a deeper understanding of the issues nonprofits face, so we’re able to meet their needs and help them fulfill their missions in the most efficient, cost-effective way possible. Nonprofit Industry Consulting - Accounting, Software, Strategy Nonprofit organizations have specialized audit, tax and operational needs that require specialized service. Nonprofit organizations have specialized audit, tax and operational needs that require specialized service. Nonprofit Industry Consulting We Understand the Issues Nonprofits Face Our Approach For more than 60 years, we have been committed to supporting finance teams across the country. We work with more than 650 nonprofits and private education organizations. Nonprofit Symposium 2023 Event There’s a crossroads of today and the future: it’s where your nonprofit faces the critical choices that will shape your destiny. Leverage reports to access new revenue streams, remove compliance risk and reach growth goals Audit Investments in digital transformation keep your business on pace and beyond Digital Solve daily challenges faced by your finance and HR teams Outsourcing Services Enhance your organization’s mission by building a strategic, data-driven approach to fundraising Nonprofit Strategic Development Outsourcing Choosing the right technology is essential to move your organization forward Software Solutions Minimize tax exposure by gaining both a clear vision of where to go and how to get there Tax Accounting Helping Organizations Operate More Efficiently and Fulfill Their Missions. Nonprofit Accounting Removing the Administrative Burden Foundation Management Whether you’re just starting out or already managing a well-established endowment, we know you want to focus your time where your passion lies — creating the greatest impact with your grant dollars — instead of being burdened by administrative tasks. Learn More Optimizing Your Nonprofit’s Cash Position With Cash Flow Forecasting Article Don’t leave your planning up to chance. With a cash flow forecast, you have a simple and effective way to foresee problems and opportunities and make better financial decisions. Nonprofits: How to Make Outsourcing Work for You Article For many small and midsized nonprofits, outsourcing to qualified professional service providers offers access to quality talent they need, at a price point they can justify. Assess Your ESG Strategy ESG Scorecard Are you ready to assess your nonprofit organization’s ESG strategy? Click on the button below to download an industry-specific scorecard to identify the ROI and KPIs for the UN’s Sustainable Development Goals (SDGs) applicable to nonprofit organizations. Experts Nonprofit Resources Nonprofit We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk?

Spreadsheets, spreadsheets and more spreadsheets – you are relying heavily on spreadsheets for your day-to-day operations and reporting Too many systems that don’t work together – entering data once, twice, three times or more A change in business processes, strategy or growth requires adding more resources Too many manual processes for month and year-end closing as well as audits Inability to access systems remotely Legacy systems that are routinely breaking and costly to upgrade and support Reliance on IT staff for everything accounting - new fields, reports and fixes Sage Intacct Accounting Software ERP Consulting| Armanino Armanino's Sage Intacct Accounting and Cloud ERP software team brings professional & financial service industry experience. Evolve Your Business Strategy and Processes With Sage Intacct As a true, native cloud accounting software, Sage Intacct helps you achieve your business goals today and nimbly adapts to your future demands. Armanino's 10+ years of experience as an award-winning Sage partner ensures a complete solution to streamline your workflow across business applications. Sage Intacct Accounting Software & Cloud ERP Services Armanino is Sage Intacct’s Largest Certified VAR Partner Now available on Azure, Sage Intacct unlocks complete visibility and time-saving system consolidation. Our customers regularly experience: Game-Changing Benefits Reap the Rewards of End-to-End Insights Up to a 70% reduction in the time needed for closing Real-time reporting across hundreds of consolidated entities Flexibility to easily integrate with other critical business applications such as Salesforce CPQ Sage Intacct Coffee Break See It in Action Evaluate Sage Intacct for your organization by viewing our comprehensive library of demos. These videos highlight how Sage Intacct can revolutionize your financial management and operations. Too many spreadsheets that slow down day-to-day operations and lead to reporting errors Spreadsheets Systems that don’t work together, requiring data to be entered multiple times Integration Changes in processes, strategy or growth that require adding scarce resources Resources Long, cumbersome month- and year-end closing processes that kill productivity Closing Outdated software that is costly to upgrade and requires ongoing support Legacy Systems Dependence on IT staff for everything accounting — new fields, reports and fixes IT Reliance Tired of Facing the Same Daily Business Challenges? Solve Chronic Problems Testimonials Before working with Armanino to implement Sage Intacct, our closing processes took around three weeks. Now, we’re down to five days, which just wouldn’t have been possible had we stayed on QuickBooks. Nancy Rizkallah VP of Finance, Threekit We realized we were spending close to $200,000 a year in employee time on manual tasks. And that wasn’t even taking into consideration one-off reports or special requests. Michelle Bondar Controller, iStream Financial Services One of our largest challenges was the budget-to-actual comparison. Now, we can make this comparison in a few minutes, as opposed to days. Luke Mattey Accounting and Finance Manager, Sandstone Care Working with Armanino was a huge confidence builder because we quickly realized that no matter what issues arose, the folks from Armanino would be able to help us fix them. They know the system and they understand our business. Edward Carr Chief Accounting Officer, Dianthus Therapeutics There are very few accounting firms that have an understanding of how the cannabis industry works. Armanino is one of the only larger institutional players in the space that is equipped to handle the unique challenges of our industry. Geoffrey Yeterian Chief Financial Officer, Tradecraft Farms What Our Customers Are Saying Software Features Harness Technology to Meet Your Needs Complete Business Visibility Benefit from a consolidated, real-time view of performance data Multi-Everything Manage multiple entities, locations and currencies with fewer errors and quick access to information Reporting & Dashboards Analyze financial data with intuitive dashboard tools that produce timely, accurate reports Built-In Budgeting & Planning Gain control of budgets and escape spreadsheets with easy “what if” analysis and forecasting User-Friendly Customizing Tailor workflows, data fields and reports with dashboards built for your holistic needs Flexible Platform Easily integrate your financial management, CRM and other business applications Data Migration Adopt new technology while retaining historical data with our Data Migration Accelerator Advanced Functionality Support business growth with powerful add-on capabilities iStream Automates Reports With Sage Intacct and Cuts Close Time by 50% Case Study Discover how report automation unlocked efficiency for this payment processing firm. Drive ROI With Software Built for Your Needs Sage Intacct is a dynamic accounting software that tailors to your specific industry requirements. These are some key industries where this solution delivers exceptional value for our clients. Industry Solution Expertise Benefit From Application Managed Services Post-Implementation Support Take control of your technology platforms. Experience proactive and strategic system management from our expert team and optimize your business solutions with cost-effective bundled pricing. Sage Intacct Integration Services Extend the functionality of your business applications with seamless integrations that connect and enhance your operations. We offer a variety of Sage Intacct integration packs and customizations designed to integrate with other business solutions such as Workday Adaptive Planning, BlackLine, Concur, Coupa, Dynamics, Salesforce, Solver and more. Integrations & Toolkits Don’t see your applications here? Don’t worry — we can work with any application and integrate with a Sage Intacct solution for your business. Sage Intacct Customization Services Tailored Solutions Every implementation is unique because every business is unique. Our Sage Intacct experts adapt Sage Intacct’s Platform Services to develop tailored solutions within the solution’s environment. Sage Intacct Customizations We’ve Developed for Clients Cash Receipts Module eliminates the hassle of scrolling through thousands of invoices and hundreds of entries in your database, enabling advanced searches and helping you set up automatic payment for specific invoices and vendors. Cost of Goods Sold (COGS) Module enables seamless COGS data import into Sage Intacct. It links project data with financial information, allowing your organization to report on profitability for specific projects and gain in-depth analysis on project performance. Advanced Sage Intacct Offerings By Business Process Deferred revenue reporting Sales order processing to purchase order processing Automated consolidations Subledger to general ledger reporting Streamlined cash receipts entry Supply chain processes Award-Winning Expertise Why Choose Armanino as Your Sage Intacct Partner? Excellence Named Sage Intacct VAR Partner of the Year eight times Accreditation 100% of Armanino’s Sage Intacct consultants are certified with Sage software Know-How Nation's largest team of migration accounting specialists Strategy Seasoned consultants with experience as CFOs, controllers and accounting managers Advancement A dedicated business application managed services  team to enable your continued growth Training Access to Armanino Academy to deepen your team’s software knowledge Implementation Pre-built and custom integrations and development Sage Intacct VAR Partner of the Year: FY 2021, 2020, 2017, 2015, 2014, 2013, 2012, 2011 (Sage discontinued the award in 2022) Sage Intacct Experts Sage Intacct Transform Your Business With Sage Intacct Unlock the benefits of total visibility and streamlined workflows. Contact our Sage Intacct experts today to learn how to start driving innovation for your organization. Request an Assessment Maximize Your Platform’s Potential With the Latest Release New Release Webinar Get ahead of the curve with Armanino’s Sage Intacct experts, as they review the newest release highlights that will supercharge your team’s efficiency and help your business thrive. This webinar will help you master the new features with ease. Find out how to use your Sage Intacct solution more fully. Learning Objectives: Review the new functionalities Discover the enhanced user experience and navigation to increase adoption Identify key improvements to help you maximize your solution’s potential Maximize Your Platform Growing Beyond QuickBooks & Legacy Accounting Systems White Paper Download our guide that outlines key considerations to help you determine which financial management system best matches your evolving business needs. Armanino Academy Training & Education Looking for Sage Intacct education and training opportunities? Armanino Academy offers the tools your team needs to drive success for your organization. Whether the goal is developing new skills or building upon existing knowledge, we offer a variety of learning levels and topics to meet your needs. Resources Sage Intacct News & Tips Sage Intacct

Gain clarity and comfort along your journey from experts who prioritize relationships and serve as your trusted ally in helping deliver exceptional patient care. We offer tailored, end-to-end support that allows you to focus your time and energy on more strategic and value-based work, rather than getting bogged down in operational minutiae. Our team provides innovative and implementable financial solutions that meet your short-term needs and drive long-term success — so you can focus on better patient outcomes, not paperwork. Healthcare Industry Consulting - Accounting, Compliance, Technology | Armanino Armanino has specialized accountants for healthcare. Specializing in audits covering IBNR, Medicare, SOX Compliance of third-party liabilities. We Understand Your World and Help You Thrive in It Our dynamic blend of expert financial knowledge, firsthand healthcare industry experience and cutting-edge innovation enables us to provide technology-driven business solutions that address the specific needs of these healthcare organizations: Healthcare Industry Consulting - Accounting, Compliance, Technology The Affordable Care Act and trends such as pay-for-performance are transforming the healthcare industry. Get comprehensive industry expertise and innovative solutions to enhance your operations, strengthen your bottom line and support exceptional patient care. Healthcare Industry Consulting Enhance Operational Stability & Efficiency Optimize Resources & Reduce Costs Improve Patient Outcomes Innovate With AI & Automation Meet Evolving Regulatory Requirements Be Ready for What’s Next Cure Your Business Pain Points Future-Proofing Do Operational Burdens Distract You From Patient Care? FEELING OVERWHELMED? As a healthcare leader navigating today’s complex market, you face an array of near- and long-term challenges, including: Staffing shortages that lead to employee burnout Operational inefficiencies and increasing expenses Continuously evolving regulations Unpredictable and decreasing revenues Inability to prepare for change you know is coming Get Bold Financial Solutions for a Healthier Future WE CAN HELP Benefit from innovative financial solutions and the guidance of relationship-focused experts on your path to delivering exceptional patient care. We provide tailored support to free you from operational distractions so you can focus on strategic goals and improved patient outcomes. Experts Healthcare Hospitals, Health Systems and Community Health Centers Integrated health systems, acute care hospitals, community hospitals, rural/micro hospitals, teaching hospitals, university hospitals, specialty hospitals, federally qualified health centers (FQHCs) Physicians and Medical Groups Physician practices, medical groups, multi-specialty groups, dental practices, eyecare centers, anesthesiology clinics, veterinary practices, solo practices, independent physicians associations, private equity portfolio companies Outpatient Services Ambulatory surgical centers, diagnostics/labs, urgent care centers, other outpatient services Senior Housing and Related Services Skilled nursing, home health care, assisted living, independent living, hospices, continuing care retirement communities (CCRCs) Other Healthcare Accountable care organizations (ACOs), ambulances, blood/organ banks, pharmacies, payors Leverage reports to access new revenue streams, remove compliance risk and reach growth goals Audit Drive successful key business enhancements, transactions, reorganization, capital management and business process redesign CFO Advisory Meet federal and state healthcare cost reporting requirements and deploy analytics for reimbursement insights Cost Reporting Stay agile and ahead of the curve with the right AI-driven digital transformation strategy Digital & AI Solve daily challenges faced by your finance and HR teams Outsourcing Services Choose the most effective technology to propel your organization forward Software Solutions Prepare for future growth as your business evolves and complexity increases Strategy & Transformation Minimize tax exposure by gaining both a clear vision of where to go and how to get there Tax Accounting Tap Into End-to-End Support From a Single Source When you join forces with our national team of 1800+ experts, you get comprehensive, customized support to help you provide high-quality care, optimize revenue and achieve long-term success – so you can discover new possibilities for your organization. Holistic Expertise Leverage real-time insights and intuitive automations that enable quicker responses to help you stay ahead market changes Workday Real-time financial visibility and insights on an agile cloud platform that scales with your business needs Sage Intacct Streamline operations and improve patient care by leveraging a comprehensive, integrated technology stack Microsoft Dynamics Deploy Technology Tailored to Your Specific Needs With a unique blend of practical experience and technical knowledge, we keep you at the forefront of industry progress and innovation by helping you select and implement the right software for your current and future needs. Software Solutions Advisory Services Reap the benefits of a full range of specialized services to help your healthcare organization operate more efficiently and profitably. Specialized Support 9 Ways Technology Solves Top Healthcare Industry Challenges Infographic Attaining operational stability is critical in an increasingly competitive and volatile healthcare marketplace. See how the right tools will help you succeed today and tomorrow. Rx For Transformation Drive Operational Efficiency and Success Via Our Proven Approach Invest in what’s working, get rid of what’s not We begin by assessing your current state, addressing the gaps that are holding you back and determining areas where you can improve efficiency, reduce costs and strengthen your bottom line. Map your path forward Together, we will build a roadmap that breaks your goals down into achievable pieces. Our team identifies practical, technology-driven solutions that solve your most pressing challenges and position you for long-term success. Face the future with confidence We collaborate with you to drive continuous, measurable improvement so you can unlock your organization’s full potential, thrive in a constantly changing industry and be ready for whatever comes next. 5 Practical Ways to Leverage AI in Healthcare Article AI has become a powerful tool for driving transformation in healthcare. Discover actionable ways your organization can use AI to streamline processes, reduce manual tasks and achieve better patient outcomes. You get resources and technology tailored to your specific needs Customized Approach We act as an extension of your teams so they can focus on strategic activities Scalable Support Our experts empower you to create bold, meaningful change that drives future success Transformative Alliance Benefit From a Strategy That Keeps You in Control What To Expect Cure Your Financial Pains Be ready for what’s next. Our healthcare industry experts can help you strengthen your financial and operational health so you can achieve peak performance and stay focused on your patients. Resources Healthcare Industry News & Insights Healthcare

Our team has more than 35 years of experience serving as a personal CFO and advisor to entertainment professionals and other high-net-worth individuals. Our Partners We assist our clients by supervising and managing their day-to-day financial affairs and business concerns, and we do so by working cooperatively with our clients’ other trusted providers including: Agents Attorneys Auto Brokers Contractors Executive Directors Insurance Agencies Investment Financial Advisors Mortgage Brokers Pension Administrators Personal Managers Project Managers Real Estate Agents Services We offer sound planning and meaningful advice in all aspects of clients’ personal and business matters including: Cash management and financial planning Insurance coordination Investment guidance Tax, trust and estate planning Tax preparation Payroll management Bookkeeping and check writing Implementing retirement and pension plans Real estate and large asset purchases Business Management Services for Entertainment, Music & Sports | Armanino Our Business Management professionals act as Personal CFOs for high-net-worth individuals to manage their financial needs and financial administration. Focus on Your Passion Our Business Management team serves studio executives, writers, producers, directors, actors, musicians, athletes, high-net-worth individuals and others who have a desire to focus on their own passions and insist that their business matters receive the same level of attention and expertise. Services Business Management Armanino’s Business Management group allows very successful people to live the life they choose, by offering distinctly curated, first-class service, sound financial planning and meaningful advice. Bespoke Solutions for Entertainers & Athletes Our Approach We work cooperatively with a range of service providers, and we assist our clients with the long-term preservation and growth of their net worth by supervising and managing their day-to-day financial affairs and business concerns. Complexities of Managing Family Wealth Family Office Services You and your family have accumulated significant wealth, but you’re wondering how you’ll be able to manage the resources and complexities involved in maintaining that wealth. Client Portal If you’re a current Business Management client, use one of the following links to access our client portal: Datafaction Imaging Client Access AgilLink Client Access Experts Business Management Resources Business Management We're Here for You If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly. Need to Talk?