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Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services and products to help them improve

performance and achieve long-term, strategic goals. Sikich practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Sikich CPA LLC has a contractual arrangement with Sikich LLC under which Sikich LLC supports Sikich CPA LLC’s performance of its professional services. Sikich LLC and its subsidiaries are not licensed CPA firms.

“Sikich” is the brand name under which Sikich CPA LLC and Sikich LLC provide professional services. The entities under the Sikich brand are independently owned and are not liable for the services provided by any other entity providing services under the Sikich brand. The use of the terms “our company”, “we” and “us” and other similar terms denote the alternative practice structure of Sikich CPA LLC and Sikich LLC. Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Sikich California offices perform only Technology and Advisory services.

Much of the discussion surrounding AI focuses on what the technology can do, but the more important question for financi...
08/31/2026

Much of the discussion surrounding AI focuses on what the technology can do, but the more important question for financial services leaders is whether the organization is prepared to support it.

Salesforce’s Summer ’26 release expands AI capabilities across customer service, workflow automation, analytics, and data management; financial institutions are evaluating where these capabilities can improve service delivery, increase operational efficiency, and strengthen customer relationships. Learn more: https://www.sikich.com/insight/how-can-financial-services-teams-scale-salesforce-ai-effectively/

The more important question for financial services leaders regarding implementing AI is whether the organization is prepared to support it.

In any Windows-centric network, Domain Name System (DNS) resolution is fundamental. Yet DNS is often misunderstood, misc...
08/28/2026

In any Windows-centric network, Domain Name System (DNS) resolution is fundamental. Yet DNS is often misunderstood, misconfigured, or taken for granted until something breaks. Here are the most common issues in Windows environments, how to diagnose them, and how to fix them: https://www.sikich.com/insight/troubleshooting-common-dns-resolution-issues-in-windows-networks/

Here's how to fix common DNS resolution issues encountered in Windows environments and learn how to resolve them before they impact users.

Banking leaders are under pressure to deliver seamless, personalized experiences while running increasingly complex oper...
08/27/2026

Banking leaders are under pressure to deliver seamless, personalized experiences while running increasingly complex operations behind the scenes, and they have to do this while running on disparate systems. This fragmentation continues to be one of the biggest barriers to growth, efficiency, and customer loyalty in banking. As a result, the benefits of Salesforce banking CRM integration are central to broader business transformation strategies. Learn more: https://www.sikich.com/insight/benefits-of-salesforce-banking-crm-integration-why-connected-banking-operations-are-becoming-essential/

Siloed systems continue to be one of the biggest barriers to growth in banking, which is why banks are investing in CRM like Salesforce.

For many nonprofit organizations, budgeting is one of the most important—and frustrating—financial processes of the year...
08/26/2026

For many nonprofit organizations, budgeting is one of the most important—and frustrating—financial processes of the year. In a Sikich webinar, most attendees identified version control as their biggest budgeting challenge. These challenges are common when budgeting relies on disconnected tools. Check out the following demo with Dynamics 365 Business Central and Sylogist to see how nonprofits can revolutionize their budgeting processes. https://www.sikich.com/insight/how-nonprofits-can-build-budgets-without-the-back-and-forth-in-microsoft-dynamics-365-business-central/

Most of the challenges nonprofits face with budgeting comes from disconnected tools. Dynamics 365 Business Central promises a better way.

For PE-backed companies between $10M and $500M in revenue, Azure infrastructure modernization is one of the fastest path...
08/25/2026

For PE-backed companies between $10M and $500M in revenue, Azure infrastructure modernization is one of the fastest paths to EBITDA impact available during the hold period.

Here is what it delivers:

⚫ Capital expenditure on aging hardware converted to predictable Azure operational spend, balance sheet improvement with immediate EBITDA impact
⚫ 40 to 60 percent of IT team time freed from reactive infrastructure maintenance to strategic work
⚫ Compliance evidence generated automatically, reducing pre-audit sprint cost and strengthening the technology risk profile for diligence
⚫ Quarter-over-quarter performance improvement against Microsoft's Well-Architected Framework, documented evidence that builds the exit narrative over the hold period

The portfolio companies that enter an exit process with well-governed, well-documented Azure environments negotiate from a stronger position than those that discover infrastructure gaps under buyer scrutiny. Learn more: https://www.sikich.com/insight/azure-for-private-equity-how-pe-firms-and-their-portfolio-companies-are-cutting-infrastructure-costs-and-accelerating-value-creation/

Azure infrastructure modernization has emerged as one of the most reliable and fastest-executing of EBITDA levers for private equity.

Sikich is a proud sponsor of   2026, the world's most influential gathering for business, technology, and innovation! Se...
08/21/2026

Sikich is a proud sponsor of 2026, the world's most influential gathering for business, technology, and innovation!

September 15-17 | San Francisco

Join us there and save 25% on your pass with code DF26DSPN987. Register: dreamforce.com

Microsoft recently announced that Self-Service Disaster Recovery (SSDR) is now available for their Dynamics 365 F&SCM ap...
08/21/2026

Microsoft recently announced that Self-Service Disaster Recovery (SSDR) is now available for their Dynamics 365 F&SCM applications through the Power Platform administration experience. Here's what that means and what platform admins need to know: https://www.sikich.com/insight/self-service-disaster-recovery-for-dynamics-365-fscm-a-major-step-forward-and-a-new-capacity-planning-challenge/

Microsoft recently announced that Self-Service Disaster Recovery is now available for their Dynamics 365 F&SCM applications. Here's what you need to know.

Finance and operations leaders are expected to help their organizations adapt faster, improve productivity, reduce risk,...
08/20/2026

Finance and operations leaders are expected to help their organizations adapt faster, improve productivity, reduce risk, and make smarter decisions in real time, all while working with fragmented processes, limited time and legacy systems that were not built for today’s pace of change. The answer for these finance and operations issues lies in AI agents. https://www.sikich.com/insight/from-reactive-to-ready-ais-role-in-modern-finance-and-operations/

AI is changing the equation for finance and operations leaders looking to respond more quickly to disruption and customer expectations.

Summer ’26 reinforces the importance of alignment across insurance workflows. Organizations preparing to expand automati...
08/19/2026

Summer ’26 reinforces the importance of alignment across insurance workflows. Organizations preparing to expand automation or AI initiatives should first understand how work currently moves through the business and where friction is slowing responsiveness, servicing, or decision-making. Here's what insurers, MGAs, brokers, and carriers need to know for their insurance operations. https://www.sikich.com/insight/what-does-salesforce-summer-26-change-for-insurance-operations/

Salesforce Summer '26 expands AI, workflow automation, and connected data capabilities, but how does this affect insurance operations?

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