Five Signs You Have Outgrown Your Accounting System

Is your accounting system holding you back? This whitepaper highlights the five signs that indicate you have outgrown your current accounting system. From limited scalability to lack of integration, recognize the signs and understand when it's time for an upgrade. Don't let an outdated system hinder your business growth. Download the whitepaper now and identify the signs that you have outgrown your accounting system. Unlock the potential for streamlined operations, improved reporting, and enhanced financial management. Don't settle for less - upgrade your system today!

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The Hidden Cost of QuickBooks

While QuickBooks is a popular choice for small businesses, there are hidden costs that can impact your bottom line. This white paper uncovers the hidden costs associated with QuickBooks and highlights the potential financial risks. From limited functionality to manual workarounds, understand the true cost of relying on QuickBooks. Don't let hidden costs drain your resources.

Download the white paper now and uncover the hidden costs of QuickBooks. Make informed decisions, explore alternative solutions, and drive financial efficiency in your organization. Don't settle for hidden expenses—discover the true cost today!

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CFO 3.0 – Digital Transformation Beyond Financial Management

CFO 3.0: Digital transformation beyond financial management is a new guide that looks at the evolution of the Chief Financial Officer.

It will show you how technology, such as artificial intelligence and automation, can help you take your finance team and your role to the next level.

CFO 3.0: Digital transformation beyond financial management covers the following topics:

  • CFO 1.0: Driving the digitalization of the finance function
  • CFO 2.0: The evolution of finance
  • CFO 3.0: The Path to ‘Visionary’

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Stepping up from QuickBooks: Multi-Entity Organization

As your business grows beyond QuickBooks and basic spreadsheets, limitations arise. QuickBooks, designed for single-user use, hinders professional financial management as complexities increase.

Key takeaways:

  • Outgrowing QuickBooks: Over 80% of small businesses start with QuickBooks, but it becomes limiting as complexities rise.
  • Need for Greater Control: With multiple locations and entities, there's a demand for more perspectives, faster consolidations, and secure delegation of tasks.
  • Competitive Adaptation: Evaluate if sticking to old tools hampers competitiveness or if transitioning is necessary for enhanced financial management.

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Preventing Workplace Harassment: 2024 Edition Training Demo

Watch our on-demand demonstration of Traliant’s 2024 edition of sexual harassment training. The course’s new season is brimming with fresh content — including new actors, videos, images and features — so employees never have to watch reruns.

The 60-minute demo will take you through the course’s new content and features. You’ll discover why the updated course is the industry’s most engaging and robust harassment prevention training.

Key 2024 Course Features:

  • Content developed and vetted by legal experts to ensure accuracy and compliance with all 50 states
  • Streamlined approach that allows employers to meet all state and local training requirements by implementing only three course versions. The course also includes instant access to overviews of workplace harassment and discrimination law in all 50 states.
  • High quality, Netflix-style production videos with nuanced scenarios and exercises.
  • Expanded storytelling, gamification and exercises
  • Accessibility for users with disabilities
  • Ability for users to submit questions and receive answers from legal experts through our dedicated compliance team, ensuring compliance with state laws.
  • Easier, faster and enhanced customization options to change content and scenarios based on your workplace for a tailored learning experience.

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6 Ways to Create Greater Inclusivity + DEI Training Demonstration

Did you know that more than 80% of workers say they want to work for an organization that prioritizes inclusion and diversity? 

Sarah Rowell, former CEO of Kantola and advisor to Traliant, as she presents a 60-minute on-demand webinar on why inclusion matters to companies and the steps HR professionals can take to build a more inclusive and collaborative culture where everyone can thrive and engage in achieving your organization’s strategic goals. 

Immediately following the presentation, Nelli Gyongyosi, Director of Product Strategy & Education, will lead a live demonstration of Traliant’s new DEI: Creating Inclusive Workplaces training course. She will take participants through the highly engaging course content, where immersive storytelling – featuring unscripted interviews with people sharing real work experiences – provides learners with powerful insights into diverse perspectives and experiences within the workplace.

The course demonstration will cover: 

  • Individual and company motivations for increasing inclusivity and belonging 
  • Impacts of microaggressions and unconscious bias 
  • Action steps employees can take to make individuals feel included, supported and valued
  • Interactive story-based learning
  • Accessibility to users with disabilities
  • Including your DEI policies

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AI Workplace Policy and Training Essentials

As artificial intelligence (AI) becomes increasingly prevalent, it is crucial for HR professionals and compliance officers to understand how to use the technology responsibly and comply with AI laws and governance frameworks.

Watch our on-demand webinar, “AI Workplace Policy and Training Essentials,” to learn why creating a comprehensive AI use policy and providing AI training to employees and managers is a necessity when introducing AI tools, maximizing their benefits and mitigating potential risks. Led by Mike Johnson, Traliant Chief Strategy Officer and former US Department of Justice Attorney, and John Brushwood, Compliance Counsel at Traliant, the webinar covers:

  • Laws that impact the use of AI in the workplace
  • The newly released ISO standards on the use of AI at work
  • The essential elements to include when drafting an AI workplace policy
  • How to effectively train your employees to comply with the law and your policy

As part of the on-demand webinar, you will see a brief demonstration of Traliant’s new online course on the Acceptable Use of AI in the Workplace.

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How TracxTMS Saves You Thousands with Built-in EDI

An efficient trucking business needs the right tools, and EDI (Electronic Data Interchange) is one of the most crucial. EDI simplifies the exchange of documents like load tenders, invoices, and bills of lading, eliminating manual paperwork and saving time. While many companies pay hefty fees for EDI transactions, TracxTMS solves this problem - offering a built-in solution that can save your business thousands of dollars every year.

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5 Must-Have Features for Your Transportation Management System (TMS)

Choosing the right transportation management system (TMS) can be a game changer for your business. With so many options available, it's crucial to know what features to look for to ensure efficiency and growth. Here are five essential features your TMS should have to provide the best experience for your trucking company.

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The Future of Transportation Management:  Maximizing Efficiency in Trucking Transport Management

Running a trucking transport business is about much more than moving cargo from point A to point B. Success hinges on meticulous planning, resource allocation, and leveraging the right technology. Every aspect of your operation—from dispatch to driver management—needs to work seamlessly to achieve maximum efficiency.

That’s where a Transportation Management System (TMS) like TracxTMS becomes indispensable. Just as a mechanic relies on the right tools to fix an engine, dispatchers require advanced technology to manage fleets efficiently. With TracxTMS, you’ll gain real-time visibility of your fleet, avoid inefficiencies like deadheads and bobtails, and empower drivers by minimizing manual tasks.

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The Future of Transportation Management: Mastering USPS Compliance with TracxTMS

TracxTMS is a USPS-certified Transportation Management System (TMS) that simplifies the compliance process by automating data exchange through Electronic Data Interchange (EDI) technology. Our system seamlessly integrates with essential USPS platforms like CLEAR, Blue Yonder, and FourKites, ensuring that your data is always accurate and up-to-date.

Choose TracxTMS and gain a partner committed to making USPS compliance easy, efficient, and worry-free. Schedule a call today to learn why so many USPS contractors trust TracxTMS to keep their operations running smoothly.

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The CFO’s Guide To Tech-Enhanced Revenue & Profit Strategies

Historically, CFOs were often seen as the “CF-No,” focused on controlling budgets and curbing expenditures that didn’t align with financial plans. However, today’s CFOs are better described as the “CF-Know,” with a comprehensive understanding of the entire business ecosystem. This shift has empowered them to offer insights that fuel organizational success rather than just manage costs.

Today's CFOs are responsible for risk management, human resources, and technology strategy. Additionally, the scope of their influence now includes critical components like Environmental, Social, and Governance (ESG) factors, digital transformation, and strategic leadership, reflecting the complexity of today’s business environment.

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Seven Financial Stewardship Principles for Churches

In church leadership, stewardship is a key value, particularly regarding tithing and generosity. However, stewardship also extends to how churches manage their resources, such as finances, people, time, and facilities. To achieve their mission, churches must use these resources wisely and faithfully. By following essential financial stewardship principles, church leaders can foster sustainable growth and fulfill their God-given purpose.

This guide presents seven foundational principles to help churches manage their resources effectively while aligning their financial practices with their spiritual mission.

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The Nonprofit Guide to Collaborative Budgeting

Nonprofits face a challenging landscape characterized by financial constraints and evolving stakeholder expectations. To navigate these challenges effectively, adopting innovative financial strategies like collaborative budgeting is essential. This approach not only aligns with an organization’s mission but also enhances adaptability in a dynamic environment.

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