Tag: Financial Planning & Analysis

GoalTegic Update: Growth in AI Startup Clients, Expanded Team, Proprietary Accounting AI Agents

By Carmen Diep | Apr 28th, 2026 | Accounting, Controller, FP&A, M&A, | 0 Comments

Tagged accounting, AI startups, CFO, Controller, CPA, custom AI agents, fast growing, Financial Planning & Analysis, financial strategies, FP&A, GoalTegic Team, tech companies

We are growing fast in tech customer base, full-time employees, and custom-built AI tools. ...

Read More

AI in Accounting – Augmenting Humans, Not Replacing Them

By Carmen Diep | Aug 14th, 2024 | Accounting, Controller, FP&A, | 124 Comments

Tagged accounting, AI, Carmen Diep, CFO, Controller, CPA, data, Financial Planning & Analysis, FP&A, GoalTegic

The adoption of AI in accounting is growing slowly but has the potential to transform the ...

Read More

Accounting and Financial Consulting Pre, During, and Post M&A

By Carmen Diep | Nov 8th, 2023 | Accounting, M&A, | 63 Comments

Tagged accounting, Carmen Diep, CPA, due diligence, Financial Planning & Analysis, financial projection, GoalTegic, PMI, post merger integration, pre merger

M&A accounting is key to financial projection, due diligence, balance sheets and transitio...

Read More

What is Financial Planning and Analysis (FP&A)?

By Carmen Diep | Feb 6th, 2023 | FP&A, | 77 Comments

Tagged accounting, C-suite advisor, Carmen Diep, CFO, Controller, CPA, Financial Planning & Analysis, FP&A, GoalTegic, Startups

FP&A Helps CFOs, CEOs, and Boards of Directors with Decision-making Financial planning ...

Read More