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Board Report Best Practices

Insight Software

A board report is a document presented to the governing body of a company to help keep the board members up-to-speed on what’s going on within the corporation. A board report is one that combines and summarizes all the committee reports, as well as the report of the executive director, into one document. What Is a Board Report?

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4 Reasons Broker Flexibility is a Must For Equity Management

Insight Software

This is done without disrupting your data and reporting, and insightsoftware’s industry leading professional services consulting team can provide IPO readiness and data services support. If you are looking for a broker agnostic equity management platform, contact insightsoftware to arrange a free demo.

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5 Accounting Tips for BEPS Adoption

Insight Software

Make sure that your transfer pricing policies are solid and that they’re supported by the right documentation. See how companies are getting live data from their ERP into Excel, and closing their books 4 days faster every month. 20-minute discovery call with a product expert. Prioritize policy over numbers. Get a Demo.

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Top Tips and Tricks for Disclosure Management

Insight Software

Other common XBRL errors occur when required values are missing, or when concepts in an XBRL document are tagged with incorrect dates in relation to the end date of the reporting period. 20-minute discovery call with a product expert. An XBRL validation tool is a great way to check for these errors. What to expect.

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The Financial Close Process

Insight Software

The financial consolidation and close process takes a variety of financial statements and documents. Match the accounting books against all the receipts, bank statements, bank forms, and other financial documents you have. Have receipts, invoices, bills, and any other transactional documents on hand. Bank account information.

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Embracing the Tech Wave: Three Ways to Do More With Less With Your Tax Reporting

Insight Software

Gone are the days of manual data entry, tax calculations, and document management, leading to significant time savings and a reduced margin for error. Data Analytics: Unravelling Insights Standardizing your data with a modern tax tool allows for much deeper analysis. You’ll be able to focus on getting the job done.

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Changing Your ERP? Add Tax Tech That Works

Insight Software

By assembling a sample of documents and data from your organization, work with your team to identify key objectives, map out potential process changes, and outline any items that should be considered out of scope. 20-minute discovery call with a product expert. Step 6: Final Preparation and Roll-out. What to expect.