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Integrating Custom Accounting Solutions with Existing Business Systems

By Elizabeth Stasiowski

Businesses today run on an ecosystem of software: CRM platforms, inventory systems, payroll tools, e-commerce engines, and accounting solutions. Each system serves a purpose, but when they operate in isolation, data can become fragmented, manual work increases, and decision-making slows. That’s where integration comes in – connecting your accounting solution with the rest of your … Continued

Getting to Know You: Senior Accountant, Mario Cotto

By Mario Cotto

At Insource, every engagement is a chance to help mission-driven organizations thrive. In this edition of our recruitment series, meet Mario Cotto, a Senior Accountant who supports clients end-to-end – from bookkeeping and payroll to month-end close and financial reporting. From entry-level to impact Mario joined Insource fresh out of college after spotting an entry-level … Continued

Getting to Know You: Finance Manager, Junior Lopes

By Agostinho "Junior" Lopes

At Insource, our people are at the heart of everything we do. Each member of our team brings a unique perspective, skill set, and passion for helping our clients make a difference in their communities. This week, we’re getting to know Agostinho “Junior” Lopes, a Finance Manager who has been part of the Insource team … Continued

Common Pitfalls in Financial Statement Preparation and How to Avoid Them

By Elizabeth Stasiowski

Accurate financial statements are the foundation for strategic decision-making and business credibility. Yet even well-run organizations can fall into common traps during the preparation process. From data inconsistencies to misclassifications and timing errors, these pitfalls can distort your company’s financial picture and undermine stakeholder trust. In this article, we’ll explore the most frequent mistakes in … Continued

Getting to Know You: Finance and Accounting Manager, Joel Nachmann

By Joel Nachmann

Since joining Insource in 2016, Joel Nachmann has built a rewarding career in the Finance and Accounting team, where he’s a Finance and Accounting Manager. Joel’s journey with Insource is one of steady growth, professional achievement, and genuine fulfilment in the work he does. From Staff Accountant to Manager Joel first discovered Insource through a … Continued

The Clock is Ticking: The Massachusetts Pay Transparency Act Compliance Deadline is Here

By Jessica Sullivan

If you’re an employer in Massachusetts with 25+ MA-based employees still scrambling to understand the Pay Transparency Act requirements, you’re not alone. The deadline for compliance is October 29th and while the state will issue penalties for non-compliance in the future, it’s best to get compliant now! What’s at Stake The Massachusetts Pay Transparency Act … Continued

Financial Planning in Uncertain Times

By Elizabeth Stasiowski

Economic uncertainty is becoming a defining feature of today’s business landscape. From shifting government policies to the lingering impacts of global events like the COVID-19 pandemic, businesses are navigating more volatility than ever before. In this climate, effective financial planning is no longer a ‘nice to have’—it’s essential. The ability to anticipate challenges, adapt quickly, … Continued

Simplifying Internal Controls

By Elizabeth Stasiowski

Internal controls are essential to safeguarding an organization from risks such as fraud, mismanagement, and embezzlement. However, despite their importance, internal controls are often either overlooked or implemented in overly complex ways that hinder efficiency – especially in small to medium-sized organizations. These businesses frequently face the challenge of striking the right balance of implementing … Continued