Campbell Technology Advisors

Campbell Technology Advisors We are a technology and advisory service line of the Campbell and Company.

We are dedicated to helping businesses and nonprofits streamline operations, implement smart technology solutions, and gaining the edge.

Finance Question Friday:Which close task slips first when the month gets difficult?Bank reconciliations?Accruals?Interco...
09/04/2026

Finance Question Friday:
Which close task slips first when the month gets difficult?

Bank reconciliations?
Accruals?
Intercompany?
Revenue reconciliation?
Inventory?
Department reporting?
Management review?

The first task to slip is not always the real bottleneck. It may be the first visible sign of an earlier handoff, data, or ownership issue.

What usually slips first on your close calendar?

We’re proud to share that our own Randy Kardas, CPA is featured in the latest issue of Florida CPA Today.In his article,...
09/01/2026

We’re proud to share that our own Randy Kardas, CPA is featured in the latest issue of Florida CPA Today.

In his article, “Prior Planning Pays,” Randy shares a practical, step-by-step guide to preparing for a successful software implementation. He explores how thoughtful planning, internal alignment, and preparation can help organizations reduce implementation challenges and get more value from their technology investment.

A successful implementation starts well before go-live, and the right preparation can make a meaningful difference.

Thank you to the Florida Institute of CPAs (FICPA) for featuring Randy in the 2026 Chair’s Issue.

FICPA members can read the full article in the latest digital edition of Florida CPA Today.

A slow close is rarely one big problem.It is usually several small delays nobody clearly owns.For your next close, do no...
09/01/2026

A slow close is rarely one big problem.

It is usually several small delays nobody clearly owns.

For your next close, do not start with a longer checklist. Map the bottlenecks:

• When does each task actually begin?
• What input is it waiting on?
• Who owns the handoff?
• Which exceptions require review?
• Which task creates downstream delays?

Improving the close starts by finding the queue, not blaming the team.

Visit campbelltechnologyadvisors.com to learn how clearer workflows and financial systems can support a stronger close process.

If another qualified person cannot reproduce the report without calling the person who built it, your reporting process ...
08/31/2026

If another qualified person cannot reproduce the report without calling the person who built it, your reporting process carries key-person risk.

That risk often appears when:

• Reporting steps are undocumented
• Metric definitions live in someone’s memory
• Adjustments happen in private spreadsheets
• Reconciliations depend on one employee
• No one else can reproduce or explain the final result

A reliable reporting system should be documented, consistently defined, reconciled, and repeatable.

Reporting knowledge should belong to the organization, not one individual.

Could another qualified person reproduce your report and explain the result without calling the person who built it?If o...
08/28/2026

Could another qualified person reproduce your report and explain the result without calling the person who built it?

If only one person understands how the data is collected, adjusted, reconciled, and presented, the organization may not have a repeatable reporting process.

It may have a key-person dependency.

Documentation, standard definitions, reconciliations, and repeatable data flows determine whether reporting knowledge belongs to the organization or remains with one individual.

What would happen to your reporting process if its primary owner were unavailable?

We’ll share the answer on Monday.

08/27/2026

Your accounting system may be holding back the automation your finance team needs.

In this video, Randy Kardas explains how AI workflows can digitize recurring spreadsheet processes, reduce manual month-end work, and send data directly into Sage Intacct.

Instead of building every journal entry from scratch, your accounting team can review the output, validate accuracy, and focus on exceptions.

Stop processing. Start supervising.

Visit the link in our bio or message our team to learn how Sage Intacct and AI automation can help modernize your month-end close.

A useful KPI should pass four tests:1. A leader can explain why it matters.2. The calculation is consistently defined.3....
08/25/2026

A useful KPI should pass four tests:

1. A leader can explain why it matters.
2. The calculation is consistently defined.
3. Someone clearly owns the result.
4. A change in the metric leads to action.

If a KPI fails the fourth test, it may be interesting, but it is not helping leadership manage the business.

Good dashboards do not need more metrics. They need the right ones: measures that are relevant, clearly defined, owned, and actionable.

Cut the dashboard clutter. Keep the measures that change decisions.

Connect with Campbell Technology Advisors to strengthen the structure and reporting behind your KPIs.

When a major business decision lacks reliable financial support, the missing piece is usually not more data.It is a clea...
08/24/2026

When a major business decision lacks reliable financial support, the missing piece is usually not more data.

It is a clear financial model connecting operational drivers to financial outcomes.

For example:

Hiring should connect capacity, utilization, expected revenue, labor costs, and margin.

Opening a new location should connect projected volume, staffing, fixed costs, cash requirements, and break-even timing.

Investing in technology should connect labor saved, risk reduced, revenue enabled, implementation costs, and expected payback.

The goal is not to include every data point available. It is to identify the drivers that materially affect the decision and show how changing those assumptions affects the outcome.

Build the model around the decision, not every data point available.

Which important business decision is still being made mostly by gut?Hiring?Pricing?Opening a new location?Cutting a serv...
08/21/2026

Which important business decision is still being made mostly by gut?

Hiring?
Pricing?
Opening a new location?
Cutting a service?
Setting physician distributions?
Acquiring another company?
Investing in new technology?

The decision itself often reveals which financial information leadership is missing.

Gut instinct belongs in leadership. It just should not be the only input behind a major decision.

Which decision is hardest for your organization to support with reliable financial information? Share your answer below. On Monday, we’ll explain what is usually missing.

08/19/2026

AI can generate an answer in seconds. But can your finance team trust it, review it, and understand the data behind it?

This webinar will outline a practical approach to responsible AI adoption, including how to:

• Start with one controlled use case
• Test the technology safely
• Involve IT and legal
• Measure the results
• Expand only after the first implementation works

The CFO AI Game Plan: 10 Steps to Modern Finance
📅 August 20, 2026
⏰ 1:00 p.m. ET / 10:00 a.m. PT

Register through the link in our bio and receive a copy of The CFO AI Game Plan.

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7211 Hiawatha Pkwy
Spring Hill, FL
34606

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13526837365

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