In this episode of The Diary of a CFO, I sat down with Sharon Barboza, Manager of Digital Services at Citrin Cooperman Advisors. Sharon is a licensed CPA who has spent decades on every side of finance, as a public accountant, a controller, a small business practitioner, and now as a senior NetSuite consultant helping growing companies redesign how their finance operations actually work.
We talked about the five most common reasons ERP implementations fail and how to avoid each one. Why accounting is always brought into the conversation too late and what that costs in delays and redesign. The client who discovered a Bulgarian subsidiary one week before go-live. Why a 78-tab forecasting spreadsheet was the breaking point that made her rethink everything about efficiency. How to handle change resistance from team members who are afraid the new system will make them unnecessary. When it makes sense to leave Excel and when Excel is still the right tool. How to build a roadmap that designs for where the business is going, not just where it is today. And how one client ended up switching all their bank accounts to JP Morgan after seeing how seamlessly one integration worked.
This episode is brought to you by Fispan. By embedding banking services directly into ERP and accounting software, Fispan streamlines financial workflows, reduces costs, and enhances efficiency for businesses of all sizes. Learn more at fispan.com.
Connect with Sharon Barboza: LinkedIn: https://www.linkedin.com/in/sharon-barboza-b8b9249/
---------------
👉 If becoming a CFO is in your 5-year plan, get your free CFO Readiness Scorecard here: http://thecfo.scoreapp.com
---------------
🎧 Listen to The Diary of a CFO Podcast on your favorite platform:
Apple Podcasts ▶️ https://podcasts.apple.com/us/podcast/the-diary-of-a-cfo/id1768818749
Spotify ▶️ https://open.spotify.com/show/2w2bL55ST959GgeAR6r7So?si=1c710288beb84b3c
---------------
📲 *Connect with Host Wassia Kamon*
LinkedIn: https://www.linkedin.com/in/wassiakamon/
Instagram: https://www.instagram.com/wassiakamon/
📲 *Follow The Diary of a CFO Podcast on social media!*
LinkedIn: https://www.linkedin.com/company/the-diary-of-a-cfo-podcast/
X (Twitter): https://x.com/thediaryofacfo?
TikTok: https://www.tiktok.com/@csuitestories?
📬 *Get Involved*
Have a question or topic suggestion?
Email: Ask@thediaryofacfo.com
---------------
🎬 Video chapters:
------------
#WassiaKamon #TheDiaryOfaCFO # # #