Indianapolis — Leaf Software Solutions has announced a new Strategic Partnership with the Indiana CPA Society. Indiana CPA Society Strategic Partners are companies that have supported the Society and worked closely with its members throughout the year. Leaf Software Solutions works with accounting and finance professionals to create and/or customize a software solution that best Read the full article »
Leaf Blog
Leaf Blog
Insights and success stories to help make the most of your business solutions.
Seven Corners Travel Insurance Transforms Business with Sage Intacct Cloud Accounting
Leaf and Seven Corners Travel Insurance – How the Project Started Leaf assisted Seven Corners by applying the concept of a contribution margin financial measurement in the Sage Intacct Cloud Accounting system. To achieve this, Leaf advisors reviewed the various elements of the contribution margin formula. In this advisory role, Leaf discussed how each of Read the full article »
Events at Leaf Strengthen Relationships
We are pleased and grateful to be able to hold events at the Leaf Software Solutions office. As we have recently developed a deeper relationship with local outsourced accounting firm A.C.T. Services, we put our heads together to find a way to add value to the business community. Here’s a synopsis of what we have Read the full article »
Leaf Earns Best Places to Work Honor from Indiana Chamber of Commerce for 2022
May 12, 2022 (INDIANAPOLIS) – The Indiana Chamber of Commerce honored 125 companies from across the state today at the 2022 Best Places to Work in Indiana dinner celebration. Rankings for the organizations were revealed in four categories at the event, which was held in Indianapolis at the Indiana Convention Center. Leaf Software Solutions ranked #17 in Read the full article »
Success Story: Leaf Improves its Process to Deliver Customer Delight
The Situation: Justin Kruse, Power Platform Practice Lead at Leaf, identified an opportunity to address two key challenges with Leaf’s internal sales and operations processes. Both challenges directly affect customer satisfaction, and the solution would create a positive impact for Leaf. Since these obstacles were not easily overcome using the traditional project management tools, Justin Read the full article »
Success Story: IMPA Speaks with One Voice After Implementing CRM
The Situation: Raj Rao, Chief Executive Officer and President of the Indiana Municipal Power Agency (IMPA) understood communication throughout his organization was suffering from a versioning problem. On any given day, IMPA departmental staff would interact with personnel from their member communities, but the information obtained during those interactions would not be available to others Read the full article »
Custom Solution for Royal United Mortgage Optimizes Loan Options Worksheet
The Situation: Eric Ashton, VP of Information Technology for Royal United Mortgage, was noticing the outstanding customer experience provided by their loan advisors was at risk of deteriorating. “We train our folks to dig deep and ask the questions that go beyond a simple refinance. We build a positive rapport and relationship to set ourselves Read the full article »
Indiana CPA Society Leads by Example – Moves Accounting to the Cloud
The Situation: Jenny Norris, Vice President of Finance for the Indiana CPA Society (INCPAS) was faced with a dilemma. Her legacy accounting software system was coming to its end of life, no longer supporting critical tax updates. While she had budgeted appropriately to migrate to a cloud-based software as a service solution, the COVID-19 pandemic Read the full article »
Are You a Finance Superhero? Closing the Midsize Performance Gap: Why It May Be Time to Change
Experts join Ventana Research to talk closing the midsize performance gap Thursday, July 22nd at 1 PM ET. Plenty of midsize organizations are teetering on the cusp of greatness, but just can’t quite figure out how to reach the next level. One way to give your organization the extra nudge it needs? Become a finance Read the full article »
CarDon Senior Living Transforms Tracking and Reporting with Power Platform
The Situation: With operating procedures changing fast due to the coronavirus pandemic, CarDon needed to ensure the safety of its senior living community residents and associates by employing a comprehensive testing, tracking, monitoring, and compliance solution. Tom McClelland, Executive Director, IT for CarDon noted, “When COVID-19 reared its head in March 2020, we immediately needed Read the full article »