Atlantix Partners Welcomes JC Jones Into Its Family of Brands

Atlantix Partners Welcomes JC Jones Into Its Family of Brands Atlantix Partners is pleased to announce JC Jones Advisory Services (“JC Jones”), a leading advisory firm headquartered in Rochester, New York, has joined the Atlantix Partners family of companies. JC Jones joins six other leading accounting and IT services providers under the Atlantix Partners brand. “We are enthusiastic about joining the Atlantix Partners family of companies,” said P.J. Guisto, Founder and Managing Partner at JC Jones. “Together we can harness our strengths and better serve our clients and employees.” JC Jones contributes to the outstanding track record of Atlantix Partners’ exceptional consulting services in the areas of outsourced internal audit, data analytics, and information technology.  JC Jones’ business-first approach to system selection, implementation and cloud migration has made IT services its fastest-growing service offering.  “We couldn’t be more excited for our team and our clients to have JC Jones join…

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5 Ways To Build A Culture That Boosts Engagement And Retention

5 Ways To Build A Culture That Boosts Engagement And Retention Imagine yourself in a room bustling with energy, ideas ricocheting off walls, and a palpable sense of excitement in the air. Your thoughts are acknowledged and embraced, sparking momentum and collaborative camaraderie.  Now imagine a different kind of meeting. In this conference room, everyone sits at a table and listens to one person drone on about corporate synergy and bandwidth. There is plenty of watch-checking and note-scribbling taking place, but little collaboration – and zero engagement.  What’s the difference? It’s culture. Why Culture Matters A values-based culture provides a sense of stability for every team member, especially during times of change. As founders and leaders deliberate on what lies ahead, team members should feel valued, supported, and involved in the company’s mission. Change is a constant. Perhaps now more than ever, both organizations and individuals face revolutionary changes to…

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Audit Readiness Checklist: 10 Things to Do Before the Auditor Arrives

Audit Readiness Checklist: 10 Things To Do Before The Auditor Arrives Audit season often feels like a bundle of stress, unrealistic deadlines, and undesirable financial impacts. As you navigate the rush of gathering documents and reconciling accounts, it’s easy to miss the strategic potential available in this annual examination.  By addressing audit preparation proactively, organizations can glean valuable insights, fortify their financial systems, and catalyze future growth, all while navigating the audit process smoothly.  Here’s what you need to know. What To Expect During The Audit The purpose of an audit is to give stakeholders confidence in the health and financial viability of your organization. Goals may include ensuring transparency for investors and shareholders, determining investment readiness, fulfilling an insurance or compliance requirement, preparing for a merger or acquisition, or evaluating internal processes and financial performance.  In addition to accomplishing these goals, the audit also helps you identify process gaps…

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Change Management for Financial Transformation

Change Management for Financial Transformation No matter what your business vision, values, and objectives are, a healthy finance function lies at the heart of your success. Financial visibility, reporting, projections, and strategy are the foundation of your business decisions and position you for profitability and growth. If processes and systems are outdated or dysfunctional, however, you’ll struggle to remain competitive. When you notice warning signs like process inefficiencies, data errors, data silos, or outdated technology systems, it’s time to update. The goal of financial transformation is to align finance functions, technology, and data with the strategic priorities of the business. For example, change initiatives may include breaking down data silos to improve visibility and access across the organization, creating better systems for capturing and managing data, redesigning the reporting process, implementing new technology to increase efficiency and reduce errors, or merging systems and processes after a merger or acquisition. All…

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