Our Contacts
70 Santa Felicia Dr
Goleta, CA 93117
2243 S. Depot Street, Suite 101
Santa Maria, CA 93455
Phone: (805) 569-9487
Fax: (805) 569-9542
E-mail: info@platformta.com
Resources
The Definitive Guide to Driving Nonprofit Finance Efficiency with Paperless Automation
In the annual Nonprofit Technology Trends survey, nonprofit finance leaders indicated they spend too much time on manual—and often paper-based—accounting tasks and not enough…
Survey Says: Healthcare Changes Yet Again
The pandemic took its toll on every corner of the healthcare provider market. The loss of life, control, staff, and money…
Serving Up Rapid Insights to Drive Growth in Franchise Restaurants
COVID adversely impacted the restaurant industry with widespread revenue declines and shutdowns. Now increases in labor costs and inflationary pressures…
Sage Intacct Project Financial Management Datasheet
Are you looking for a comprehensive project financial management solution that streamlines your project processes from start to finish? Sage Intacct Projects…
Sage Intacct Product Tour for Professional Services
To successfully manage a professional services firm, you need to make sure projects are profitable and customers are happy. That’s why you need…
Sage Intacct Nonprofit Financial Reporting and Dashboards
To make data-driven decisions, nonprofits need financial reporting that includes real-time insights. Sage Intacct provides reports, dashboards, and visualizations that present organizational…
Sage Intacct Cloud Accounting Software for Healthcare Organizations
Healthcare organizations face unique challenges—from cost containment and multi-entity reporting to new billing models and product offerings. That’s why healthcare…
Project Accounting Software Evaluation Guide
As your professional services firm grows, so does the complexity of managing it. The simple manual processes that served your firm well…
Overcoming Financial Growing Pains in Professional Services Organizations
Professional services organizations are often faced with unique financial challenges as they grow. From managing complex projects to tracking profitability, it can be…
Outcome Metrics: Measuring What Matters in the Nonprofit World
Outcome metrics not only show funders and constituents how the organization is performing; they also help pave the way for sustainable…
Nonprofit Storytelling Ebook: Engaging Donors and Driving Impact
Nurturing your donor base is more important than ever before. With fewer individuals donating to charities, it’s critical to the success…
Nonprofit Grant Tracking and Billing with Sage Intacct
When your nonprofit receives a grant, it’s important to properly manage it to ensure mission success and transparency. Many nonprofits turn…
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