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News & Blog

AI in Accounting & Advisory: Why the Foundation Matters More Than the Tools

AI in Accounting & Advisory: Why the Foundation Matters More Than the Tools

There’s no shortage of conversation around AI right now: new tools, new promises, and plenty of opinions about what all of it means for the accounting and advisory space. What’s more difficult to find is a clear sense of what works once the noise settles. Many approaches tend to move quickly, layering in automation wherever...

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Podcast: Holding Yourself Accountable in BD

Podcast: Holding Yourself Accountable in BD

Business development success is often attributed to strategy, technology, or market conditions. Venturity’s Abby Fuqua recently joined Neil Barrow‘s podcast, I Hope This Email Finds You Well, to discuss how sustainable growth is actually built on a fundamental foundation of consistency, meaningful relationships, and accountability to the process. In this episode, Abby shares her perspective...

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Leadership Built On Trust: An Evergreen CEO Story

Leadership Built On Trust: An Evergreen CEO Story

The Tugboat Institute’s latest Evergreen Journal article, “An Unscripted Path to Leadership”, shares Deanna Walker’s leadership journey at Venturity and the partnership she built with founder Chris McKee along the way. The feature highlights how trust and opportunity supported her growth as a leader and helped shape the culture and leadership approach that continue to...

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Holly Mason of MasonBaronet on maintaining the brand through an ownership change and why she wears heels, even for a Zoom call

Holly Mason of MasonBaronet on maintaining the brand through an ownership change and why she wears heels, even for a Zoom call

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Jolene Risch shares about having to settle for her second choice of business name and remembering her company’s values

Jolene Risch shares about having to settle for her second choice of business name and remembering her company’s values

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Wade Yeaman of Fluid IT Services tells us about his happy dance and how to land a Fortune 500 company as your first customer

Wade Yeaman of Fluid IT Services tells us about his happy dance and how to land a Fortune 500 company as your first customer

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Case Studies

From Crisis To Confidence: Transformative Partnership For Every Stage

From Crisis To Confidence: Transformative Partnership For Every Stage

Issues Challenges Driving Change What began as a short-term need evolved into a 5-year partnership during periods of recovery, transition, and growth. As a middle-market fresh food distributor serving schools and workplaces, occupancy limits and closures during the pandemic disrupted demand and created operational and financial challenges. These COVID-related obstacles, as well as recent downsizing...

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Bill.com Accounts Payable Software: Attention to Detail Pays Off

Bill.com Accounts Payable Software: Attention to Detail Pays Off

One of our newly onboarded clients, a midsize, professional services firm had several pain points surrounding their accounting function. When we took a step back to figure out why, the accounts payable process rose to the top of the list. ...

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10 Years. 3 Owners. One Company.

10 Years. 3 Owners. One Company.

A change in company ownership can create a financial headache. Venturity brought stability and expertise to the finance and accounting function, giving its client confidence and peace of mind during a time of change....

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Venturity is not a CPA Firm.
Venturity accounting services provided through an alliance with CM, CPA.
Photography by Ren Morrison.

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