Withum

FEBRUARY 13, 2024

Download a PDF of this case study. View More Case Studies Contact Us Get more insight on how Withum’s Manufacturing, Distribution and Logistics Team can enhance your business. Let’s Chat The post Case Study: Automotive Accessory Company Enhances Distribution Network Structure appeared first on Withum.

Manufacturing 52

Manufacturing Transportation Retail 52

Withum

JANUARY 22, 2024

Download a PDF of this case study Executive Summary A Withum client, an established limousine company experiencing significant growth, was unsure of the recent effects of new tax policies and credits that applied to them.

Tax 52

Tax income tax tax return Transportation 52

Withum

JANUARY 31, 2024

Download a PDF of this case study Executive Summary In response to escalating plan costs and a lack of transparency, a group dental practice, faced challenges in trust erosion with service providers, uncertainty in claims experience, concerns about plan funding, and financial vulnerability due to claims volatility.

Healthcare 52

Healthcare Education Finance 52

Withum

MARCH 20, 2024

Download a PDF of this case study Executive Summary A custom uniform sporting goods manufacturer sought to optimize its operations by implementing NetSuite. This was followed by the validation stage, where rigorous testing using developed test use cases was carried out to ensure system readiness.

NetSuite 52

NetSuite Sports E-commerce Manufacturing 52

Withum

FEBRUARY 23, 2024

Download a PDF of this case study. View More Case Studies Contact Us Discover how AI-driven solutions can transform your customer service experience. Let’s Chat The post Case Study: Higher Education Insurance Provider Elevates Customer Support with Artificial Intelligence appeared first on Withum.

Education 52

Education Technology 52

CPA Practice

JULY 12, 2023

Case Study: Mortgage Brokerage A mortgage brokerage successfully utilized content marketing to attract and engage their audience. Case Study: Insurance Brokerage A GTA-based insurance brokerage, effectively utilized social media advertising to promote their life insurance product(s).

accounting firms 98

accounting firms tax planning Education Tax 98

Cherry Bekaert

SEPTEMBER 13, 2023

Download Case Study Questions? ARC Distressed Are FEMA Disaster Area The post New Markets Tax Credit Case Study for Williams Adult Day Center appeared first on Cherry Bekaert. ARC Distressed Are FEMA Disaster Area The post New Markets Tax Credit Case Study for Williams Adult Day Center appeared first on Cherry Bekaert.

Tax 84

Tax Finance Retail 84

Withum

OCTOBER 17, 2023

Download a PDF of this case study. This use case demonstrates the power of cutting-edge technology in revolutionizing traditional recruiting methods while maintaining data integrity and security. About t he Client A large US-based professional services firm specializing in government project recruitment.

Government 52

Government Education Technology 52

Withum

NOVEMBER 13, 2023

Download a PDF of this case study. Numerous exercises were conducted, including a tabletop incident response case with the bank’s management committee. View More Case Studies Are You Ready? Let’s Chat Contact Us The post Case Study: Revamping Cybersecurity – U.S.

audit 52

audit Education Retail 52

Cherry Bekaert

JANUARY 23, 2023

Download Case Study TOTAL PROJECT COST: $15,100,000 NMTC ALLOCATION: $13,750,000 FINANCING COMPLETE: October 2018 PROJECT SPONSOR: Brown Packing Co., ” Jim Brown President of Brown Packing Co., CDE: The Innovate Fund, LLC NMTC INVESTOR: Bank of America, N.A.

South Carolina 75

South Carolina Finance Tax Technology 75

Withum

OCTOBER 25, 2023

Download a PDF of this case study. View More Case Studies Contact Us Ensure Your Organization’s Cybersecurity Program is as Strong as it Needs To Be. Let’s Chat The post Case Study: Community Bank Enhances Cybersecurity Posture Post-Acquisition of Mortgage Company appeared first on Withum.

Legal 52

Legal 52

Cherry Bekaert

JANUARY 23, 2023

Working with the strategic financing team and using the New Markets process to enhance the final product makes us even more competitive.”

Virginia 75

Virginia Technology Construction Manufacturing 75

Withum

FEBRUARY 1, 2024

Download a PDF of this case study. View More Case Studies Contact Us Don’t be behind the curve. Let’s Chat The post Case Study: Healthcare Provider Optimizes Critical Process Automation Workflows by Transitioning to Microsoft Power Automate appeared first on Withum.

Technology 52

Technology Healthcare Non-Profits Washington 52

Withum

JANUARY 25, 2022

Download a PDF of this case study. View More Case Studies. The post Case Study: NYC Covid Tracker appeared first on Withum. Executive Summary. A platform that could be updated quickly and economically as the situation evolved. The Approach And Solution. Contact Us. Contact Us.

Non-Profits 52

Non-Profits Technology New York 52

Withum

MARCH 28, 2022

Download a PDF of this case study. View More Case Studies. The post Case Study: Real Estate Company Enhances Back Office With Outsourced Accounting appeared first on Withum. Executive Summary. Need to transform your back-office? Contact Us.

Real Estate 81

Real Estate Account accountant accounted 81

Insightful Accountant

NOVEMBER 30, 2023

Accounting now heavily relies on various applications and systems. Unfortunately, these are often different, either cloud-based, SaaS, or desktop. This poses security risks as firms lack IT support.

Account 110

Account accountant accounted 110

Cherry Bekaert

FEBRUARY 29, 2024

Contact Us The post Innovating with AI in Manufacturing: Consumer Products Case Study appeared first on Cherry Bekaert. As AI continues to disrupt industry after industry, the company is quickly rising to the forefront among its peers in redefining how businesses think about innovation in a world being transformed by AI.

Manufacturing 52

Manufacturing California Start-ups Technology 52

Withum

JUNE 13, 2023

Download a PDF of this case study. View More Case Studies Contact Us Reach out to Withum’s Digital and Technology Transformation Services Team today to see how you can modernize and consolidate your technology system with a custom solution that is easier to deploy than you may think.

Manufacturing 52

Manufacturing Technology Government Start-ups 52

Withum

SEPTEMBER 25, 2023

Download a PDF of this case study. View More Case Studies Contact Us Enhance scalability and automation while improving operational efficiencies. Let’s Chat The post Case Study: Growing Healthcare Management Firm Implements Sage Intacct ERP to Optimize Scalability appeared first on Withum.

Healthcare 52

Healthcare Technology accounting and finance New Jersey 52

Withum

JULY 14, 2023

Download a PDF of this case study. View More Case Studies Contact Us Reach out to Withum’s Digital and Technology Transformation Services Team today to see how we can help you automate your systems.

Technology 52

Technology Legal Finance 52

Cherry Bekaert

MAY 19, 2023

Contact Us The post Managed Service Provider Case Study: Thom Child and Family Services appeared first on Cherry Bekaert. We drive important change management and ignite growth in productive and cost-effective ways by helping companies predict outcomes with data while adopting and applying relevant technologies to optimize performance.

Non-Profits 88

Non-Profits Technology Massachusetts audit 88

Withum

JANUARY 25, 2022

Download a PDF of this case study. View More Case Studies. The post Case Study: COVID Tracker Powered by Power Platform Eases Not-for-Profit Agency’s Return to the Workplace appeared first on Withum. Executive Summary. A platform that could be updated quickly and economically as the situation evolved.

Non-Profits 98

Non-Profits Technology New York 98

Withum

AUGUST 14, 2023

Download a PDF of this case study. This case study examines how Withum’s Digital and Technology Transformation Team and the client worked together to overcome challenges and leverage the capabilities of the Power Platform to streamline processes and enhance efficiency company-wide.

Manufacturing 52

Manufacturing Technology California Education 52

Cherry Bekaert

NOVEMBER 22, 2023

John Young Parkway Orlando, FL 32804 CENSUS TRACT: 12095018700 LOW-INCOME COMMUNITY: Poverty Rate: 40.00% Median Family Income: 51.57% Unemployment Rate: 21.70% Unemployment Ratio: 2.61x The post New Markets Tax Credit Case Study for 4Roots Farm Campus appeared first on Cherry Bekaert.

Florida 52

Florida Construction Tax Education 52

Withum

JULY 22, 2022

Download a PDF of this case study. View More Case Studies. The post Case Study: Medical Center Achieves Sustainable Growth With Its 340B Program appeared first on Withum. Learn how our proprietary analytics tool helped the health system achieve its goals. Executive Summary. Contact Us.

Hospitality 52

Hospitality Healthcare Technology 52

Withum

APRIL 27, 2023

Download a PDF of this case study. View More Case Studies Contact Us For more information on this topic, reach out to Withum’s CRM and ERP Consulting Services Team. Executive Summary After successfully implementing Oracle NetSuite’s ERP and Suite Commerce “SC” solution, a leading U.S.

E-commerce 52

E-commerce NetSuite Integration NetSuite Manufacturing 52

Cherry Bekaert

JANUARY 22, 2023

Unemployment Ratio: 3.69x Opportunity Zone FEMA Disaster Area Download Case Study The post NMTC Case Study for Conwood I appeared first on Cherry Bekaert.

Finance 40

Finance 40

Cherry Bekaert

JANUARY 23, 2023

Download Case Study TOTAL PROJECT COST: $6,400,000 NMTC ALLOCATION: $5,000,000 FINANCING COMPLETE: December 2014 PROJECT SPONSOR: 400 Augusta Street Investors, LLC CDE: The Innovate Fund NMTC INVESTOR: Capital One Bank, N.A. Median Family Income: 55.9% Unemployment Rate: 11.8%

Construction 40

Construction Real Estate Maine Start-ups 40

Cherry Bekaert

JANUARY 23, 2023

DRA Distressed Area FEMA Disaster Area The post NMTC Case Study for The Emerge Center appeared first on Cherry Bekaert. CDE: East Baton Rouge Community Development Entity (EBRCDE) NMTC INVESTOR: Chase Community Equity, LLC LEVERAGED LENDER: The Emerge Center, Inc.

Louisiana 40

Louisiana Construction Finance Education 40

Withum

MARCH 8, 2023

View More Case Studies Contact Us For more information on this topic, reach out to Withum’s Bank Secrecy Act/Money Laundering Services Team. Let’s Chat The post Case Study: Technology Company Positioned for Compliance With Bank Requirements To Address AML Risk Mitigation appeared first on Withum.

Technology 52

Technology New York Washington Retail 52

Menzies

JANUARY 17, 2023

The post Staff Benefits Review – A Menzies Wealth Management Case Study was written by Menzies Central Marketing and appeared first on Menzies LLP. Menzies Wealth Management. Lynton House, 7-12 Tavistock Square. London, WC1H 9LT. T: 020 7387 5868. E: advice@menzieswm.co.uk.

chartered accountant 52

chartered accountant accounting firms Tax Account 52

CPA Practice

FEBRUARY 9, 2023

A team of students from the Southern Illinois University, Carbondale, claimed victory at the Deloitte FanTAXtic national case study competition by presenting the best analysis on a complex, issues-driven business tax case.

Illinois 52

Illinois Wisconsin Iowa Louisiana 52

Cherry Bekaert

FEBRUARY 1, 2023

Throughout the process, Cherry Bekaert’s strategic financing team was instrumental in arranging the NMTC sources and guiding our team along with myriad funders through to a successful closing.” – Russ Davis, Jr.,

Georgia 40

Georgia Tax Construction Finance 40

Patriot Software

OCTOBER 7, 2022

In our recent case study, we spoke with one of our accountant partners and learned what […] READ MORE. If you offer payroll services and want to make your job a little easier, you might partner with a payroll software provider. But when your current partnership just isn’t cutting it, is it time to cut them loose?

payroll 52

payroll Account accountant accounted 52

Withum

FEBRUARY 10, 2023

Download a PDF of this case study. View More Case Studies Contact Us Learn how Withum’s Digital and Technology Transformation Services Team can help. Learn how a not-for-profit education company avoided massive challenges by using Microsoft Azure Data Factory and reduced their data pipeline cost by 95%.

Education 52

Education payroll Maine Technology 52

Cherry Bekaert

JANUARY 24, 2023

Median Family Income: 51.56% Unemployment Rate: 16.10% Unemployment Ratio: 1.94x USDA Food Desert The post NMTC Case Study for Boys & Girls Club of Cabarrus County appeared first on Cherry Bekaert.

North Carolina 40

North Carolina Finance Tax 40

Withum

FEBRUARY 18, 2022

Download a PDF of this case study. View More Case Studies. The post Case Study: ERP Selection Process Leads Financial Exchange Operator to Eliminate Disparate Systems and Align Processes with Oracle NetSuite appeared first on Withum. Executive Summary. Contact Us. We’ve got you covered. Contact Us.

NetSuite 52

NetSuite Technology accounting system Account 52