WEST HARTFORD, CT – BlumShapiro Consulting, a division of Blum, Shapiro & Co., PC, the largest regional business advisory firm based in New England, today announced a partnership with Adaptive Insights, the market leader in cloud-based budgeting, forecasting and reporting.

Adaptive Insights provides a cloud corporate performance management (CPM) solution that automates collaborative planning, reporting and analysis of both operational and financial data, and financial consolidation. This solution provides a best-practice, active planning process to drive business success.

“BlumShapiro clients are always looking for ways to create better business plans and improve their forecasting and budgeting. By working with Adaptive Insights, our clients will get greater visibility into business performance and will be able to make well-informed data-driven decisions to move their organization forward,” said James A. Clarkson, Jr., partner of BlumShapiro Consulting.

“BlumShapiro is a customer, and we are thrilled they now join us as a partner,” said Carolee Gearhart, Senior Vice President of Customer Success and Global Channels. “Having embraced an active planning process first-hand, they can enable nonprofits and businesses across New England as they expand their Adaptive Insights practice. We welcome BlumShapiro and look forward to a mutually successful partnership.”

With Adaptive Insights, clients will be able to achieve more confidence in their planning, budgeting and forecasts through its intuitive software designed for users familiar with Excel. With access to this data, users also have the opportunity to create drag-and-drop reports and dashboards to help display the data they need to see on a regular basis.

BlumShapiro is the largest regional business advisory firm based in New England, with offices in Connecticut, Massachusetts and Rhode Island. The firm, with over 450 professionals and staff, offers a diversity of services which includes auditing, accounting, tax and business advisory services. In addition, BlumShapiro provides a variety of specialized consulting services such as succession and estate planning, business technology services, employee benefit plan audits and litigation support and valuation. Our Software Services group works with organizations of all sizes to implement top back office technologies to help manage their day-to-day activities while providing financial insight to key performance indicators that drive future business decisions. The firm serves a wide range of privately held companies, government and non-profit organizations and provides non-audit services for publicly traded companies.

Adaptive Insights is the recognized leader in cloud corporate performance management (CPM). The company's Adaptive Suite enables companies of all sizes to collaboratively plan and model, easily access real-time analytics, streamline complex financial reporting, and accelerate financial consolidation. With this best-practice active planning process, Adaptive Insights differentiates with easy, powerful, and fast software that empowers more than 3,300 customers globally to drive business success. Adaptive Insights is a privately held company with headquarters in Palo Alto, CA, and a presence in more than 50 countries. To learn more, visit adaptiveinsights.com.

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Advisors | Auditors | Consultants | CPAs – BlumShapiro is one of the premier consulting firms in New England and a Top 100 CPA Firm in the U.S. Our professionals serve companies in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) and Quincy (MA) with technology consulting, business valuations, litigation support, project management, process & controls and bankruptcy consulting services. We are a Intacct Partner offering accounting software including Cloud ERP solutions. Learn more about our City of the Future offerings.