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10/28/2026

💡 Wisdom Wednesday with Linda 💡

⛳ Fore! H.H. Morgan is headed to SBC 2026! 🏌️

The countdown is on! Next week, we’re trading our spreadsheets for scorecards and hitting the exhibit hall at the SAME Small Business Conference in Charlotte, NC, November 4–6!

Whether you need to sharpen your Deltek Vantagepoint game, improve financial visibility, strengthen your processes, or bring in experienced CFO and accounting support, our team is ready to help you get out of the rough and onto the green! 🏌️‍♀️

📍 Find us at Booth #2000!

We’ll have a little fun, plenty of opportunities to connect, and some exciting things in store! Stop by, meet our team, and discover how H.H. Morgan can help your business play its best game.

💡 This week’s wisdom: You don’t have to play every hole alone. Having the right partner can make all the difference between a bogey and a birdie!

So, are you ready to tee up some new connections? We’ll see you next week! ⛳

10/21/2026

💡 Wisdom Wednesday with Jessica 💡

Did you know?

📅 The Q4 Deltek Vantagepoint Customer Town Hall is TODAY, 10/21/26 at 11am ET. You still have time to register!

Join your Deltek Project Nation peers for the next Vantagepoint Customer Town Hall to get the latest insights from Deltek experts on our product vision, recent releases and future investments. This is a great opportunity for you to connect with us and discover how our suite of project-based solutions can help you achieve your business goals.

In this session, you'll learn about:
1. What's new for Deltek Vantagepoint
2. Upcoming releases and enhancements designed to streamline your projects
3. How we are innovating the customer experience with new and ongoing initiatives

🔗 Register Here:https://www.deltek.com/resources/events/q4-deltek-vantagepoint-customer-town-hall/

10/14/2026

💡 Wisdom Wednesday with Melanie | Mark Your Calendar! 💡

Join Deltek for Virtual Community Day on Tuesday, November 3rd, from 10 a.m. – 1 p.m. ET! This half-day virtual event is packed with insights for project-based firms looking to navigate the evolving world of AI, make the most of their teams, and prepare for what’s ahead.

Here’s what you can look forward to:
🤖 Discover how AI is transforming the project-based industry.
👥 Learn practical strategies to do more with the team you already have.
🔮 Get a first look at Deltek’s product roadmap and what’s on the horizon.

Whether you’re focused on winning your next big project, improving resource planning, or running your business more efficiently, you’ll walk away with fresh ideas and insights you can put into action!

📅 Tuesday, November 3rd | 10 a.m. – 1 p.m. ET
👉 Save your spot today!
https://virtualevents.deltek.com/register/27f48248-dd8a-46be-a4a7-b4dc8f29075b/?sourceid=10&utm_source=internal-list&utm_medium=email&utm_campaign=PS-Virtual-Community-Day-20261013&partnerref=email_internal-list_PS-Virtual-Community-Day-20261013

Have questions about Deltek Vantagepoint or want to talk through how your firm can get more out of your system? We’re always happy to chat! Reach us at [email protected].

10/07/2026

💡Wisdom Wednesday with Mary Groves of Environmental Works💡

Deltek Vantagepoint CRM – Words of Wisdom from Mary:

👥I’ve learned that you can’t train people into caring about CRM. Trust me, I tried.
📊If you’re asking people to put information into a system, you have to give them something useful back.
💻We ask people to enter opportunities because we want to know what work is coming, where we’re winning, what’s sitting too long, and where we should be spending our time.
📈I think we owe them something in return: reporting they’ll use, answers to questions they’re already asking, and visibility that makes their jobs easier.
💬And the best way I’ve found to figure out what that looks like is to ask:
• What do you wish you knew sooner?
• What are you constantly chasing down?
• What would make your job easier?
🧩CRM adoption is still work. People will forget things. People will resist things. People will absolutely ask why they have to enter something.
⭐ It gets a whole lot easier when there’s a good answer.

If you have any questions about CRM or just want to have a conversation, please reach out to [email protected]

09/30/2026

💡Wisdom Wednesday with Dolce💡

Deltek Vantagepoint Expense Corner - 4 Hidden Time-Savers:

1. Use Mobile Time & Expense - Submit expenses directly from your phone while traveling instead of waiting until you're back at your desk. Your entries sync automatically with Vantagepoint.
2. Let Receipt Scanning Do the Work - Take a photo of your receipt and Vantagepoint's Intelligent Character Recognition (ICR) can automatically populate expense details, reducing manual data entry.
3. Match Company Card Transactions Faster - Using a corporate credit card? Vantagepoint can help match credit card charges to expense reports, saving time and improving accuracy.
4. Keep an Eye on Notifications - Automated alerts can notify employees and approvers when expense reports are submitted, approved, or rejected, helping prevent approval bottlenecks.

If you have any questions or want to chat further about this, please email us at [email protected]

09/23/2026

💡Wisdom Wednesday with Jacki💡

Every contract starts with a conversation. Every partnership starts with a connection—and SBC 2026 is where those connections can take your business to the next level.

Join federal agencies, industry leaders, and small businesses in Charlotte, NC, November 4–6 for the Strategic Business Connection of the Year!

H.H. Morgan is proud to be an exhibitor! Stop by Booth #2000 and see what we’ve been teeing up. 👀

Whether you’re looking to get more from Deltek Vantagepoint, strengthen your financial processes, improve visibility into your projects, or add experienced CFO and accounting support to your team, H.H. Morgan is ready to be your trusted advisor.

Because sometimes the difference between simply staying on the course and playing your best round is having the right partner beside you.

And while you're there…
Are you spending your time chasing birdies, or are you going for the eagle? 🦅

Come meet our team, talk a little business, have a little fun, and see how we can help you.

We’ll see you on the course… er, exhibit hall floor! 😉

🔗 Learn more and register: https://www.samesbc.org/reg_info.cfm

09/16/2026

💡 Wisdom Wednesday with Linda! 💡

🍂September: Begin Your Year-End Tax Planning

🍂September is the right time for accrual-based businesses to assess their expected year-end cash basis tax position and identify actions to take before December 31, 2026. Most businesses use and report on an accrual basis but pay taxes on cash basis. Proper year-end tax planning can help you save money and avoid stress.

🍁Start with Cash Flow:
•Estimate your taxable income through year-end.
•Verify that cash reserves are sufficient before accelerating purchases or payments solely to secure the cash balance projection you would like to present on your financials at year-end.

🍁Evaluating Year-End Deduction Opportunities:
•Prepay eligible expenses: Consider paying qualifying 2027 expenses by December 31, 2026, to potentially claim the deduction in 2026.
•Payroll: Strategically estimate all payrolls, related taxes, and potential bonus payouts for the rest of 2026.
•Purchase needed equipment: Determine whether additional equipment is needed and financially practical for 2026.
•Accounts Payable: Decide which outstanding accounts payable to settle before year-end.
•Any Credits? Determine if there are any items that are ineligible for your C-corp or S-corp as an expense or anything that is a carry-over from the prior year.

✨Have you considered turning on cash basis in Vantagepoint?

If you are interested in learning more and best practices, contact us at [email protected]

09/11/2026

We remember. We honor. We stand together. 🇺🇸

On this 25th anniversary of 9/11, we remember those we lost, honor the heroes who answered the call, and reflect on the incredible community, compassion, courage, and togetherness that emerged in the days that followed.

May we never forget the lives lost, the sacrifices made, or the reminder that we are stronger when we stand together.

Through it all, God was there.

09/09/2026

💡 Wisdom Wednesday with Dolce 💡

AI Spotlight – Timesheets:

1. AI Driven- Approvals Just Got Smarter
Managers no longer need to sift through every line manually. With Timesheet Approval Insights in Vantagepoint 2026.3, Dela AI aims to highlight key anomalies and provide actionable context, helping approvers focus on what matters most.

2. Time Saver- From Reviewing to Approving
Say goodbye to approval bottlenecks. AI-powered approval insights aim to help managers spot exceptions faster, reducing review time while improving accuracy.

3. Small Feature. Big Impact.
A few minutes saved on every timesheet approval can add up quickly. That's exactly the goal of the new AI-powered Timesheet Approval Insights in Vantagepoint 2026.3.

4. Compliance Angle- Governance Without the Headache
Electronic approvals, audit trails, and workflow automation help organizations strengthen compliance while keeping projects moving.

5. Less Chasing. More Approving.
Deltek Vantagepoint 2026.3 introduces AI-driven approval insights that help managers identify unusual time entries before they become project issues.

If you have any questions or want to chat further about this, please email us at [email protected]

09/07/2026

Happy Labor Day from your H.H. Morgan team!

Address

Greensboro, NC

Telephone

+13369545724

Website

http://www.hhmorgan.com/

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