FP&A
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What do seed and series "A" investors look for?
"What financial information (and non-financial quantitative information) is most valuable for a seed investment pitch? For a Series A pitch? What do angel investors mainly want from the presenter?" This question was asked at a recent webinar, now available on-demand: "Creating a Winning Pitch for…
3
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Is Stock Option Administration typically a function of Human Resources or Finance?
Our HR department is taking the position that our Company's stock option environment has become too complex. It used to be fairly straight forward, they were generally all non-qualified stock options that were exercised in a cashless sale. But now we also have Restricted Stock Units, net settlement…
3
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Is there any Certification related to merger and acquisation?
Searching for some recognized merger and acquisition certification online. Please guide.
2
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Trade Show Exhibit ROI
- What are the deciding factors in purchasing a larger scale exhibit for your company's trade show event?
3
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Consulting Disclaimer
I was recently engaged to review and give the Board of Directors my opinion about a client's internal control environment related to accounting for client funds. As a CPA, I want to be sure that the report is clear that it is my opinion as a consultant, not an auditor. Does anyone have a resource f…
5
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Budgeting with balance sheet
I read your article below and have prepared a P&L before and have no problem doing this part. What I am trying to figure out is how I can get the items on my balance sheet to merge with my profit and loss. My boss thinks his profit is now truly the bottom line on his P&L- not the case. Wher…
6
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Expense reimbursement for office chair at home office
This is a new one for me. We had an employee, who works out of his home and travels, request reimbursement for a new office chair for his home office. Is this standard practice to allow the expense? Thanks
8
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Private Christian School - Budgeting & Revenue Recognition - Accrual Basis
Please bear with me as I ask the following set of questions: Background: A private, non profit K3-12 Christian School which operates as a ministry of a church is working on their budget for 2015-2016. They have historically worked under a cash basis but for 2015-2016 will be working under an accrua…
5
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Professional Services Automation Tools Evaluation Process
"How should a Professional Services organization begin the process of evaluating PSA (Professional Services Automation) tools? And, how do you get buy-in and prove ROI for these tools?" This question was asked at a recent webinar, now available on-demand: "Stop Leaving Money on the Table: Integra…
1
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Thoughts on leveraging G/L for budgeting (departmental, location, etc.)
We (an international media firm) currently utilize our general ledger (the only function of an ERP system we use) to tag all transactions with a department, location, etc. in order to pivot information that is fed into excel models for budgeting/forecasting purposes. Being a high-growth company, th…
1
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Is there a risk for me? or Ethical Dilemma?
I'm the assistant controller of a firm. A new controller has been hired and his wife is our new CPA. Is there an ethical issue here? What risk do I face? Any advice? Help???
8
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AP Supervisor and Invoice Entry
Should this practice be allowed? I say absolutely not. The processor and Supervisor hats cannot be worn by the same person.
4
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Investor Relations
Background: We are a <$50M, privately held C Corp with 70 shareholders. We have 5 layers of capital, with VC money senior preferred. A marketing exercise with bankers showed us that we would not likely get enough via a sale to pay anyone other than the VC's. I.e., shareholders from rounds 1-4 ar…
3
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Looking for a CFO Consultant
Looking for a seasoned CFO consultant who has experience in going public, mergers, working with VCs. Our software company is ready to take the next step and we would like to consult with someone who has extensive experience in raising money and went through this process at their company. All advise…
6
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Could you recommend me a good certificate of financial analysis program?
Hello, I'm looking to increase my skills in financial analysis and a good certification program would work great, in my opinion. Does anyone want to recommend a good one, or give opinion on a specific one? Please note that I can only attend a program in person if it was in MA, NH, or RI. I'm thinki…
3
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Communicating financial information to the staff
I am wondering how often companies report to the staff the state of the financial position of the company, if at all. I work at a nonprofit and find it very challenging to communicate to our staff the status of our financial position. Most of the staff do not understand financial information, the p…
8
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Stock Ledger Software
We are looking into purchasing software to keep track of our stock ledger (we currently use excel). We have about 500 shareholders, 50 option holders, and there are about 100 transactions per year, excluding equity raises. Any suggestions? I have heard of Solarium and Stock Track, but no direct exp…
3
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table of authorities
Does anyone has a copy of a (financial) table of authorities of who can approve what a small start up company? Legal, financial, projects, etc.....
1
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KPIs - Construction & Retail Clothing Industries?
Does anyone have a list of valuable KPIs for the construction industry? How about the retail clothing industry?
6
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How do you calculate the cost of an acquistion?
All of you start-up finance and accounting folks, I have a question that a quick internet search didn't assist me with, so I wanted to reach out to you. If I am starting up a business, irrespective of its industry, what items would be included in the cost of the acquisition? Legal fees? Flatware (f…
6
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Purpose of receipts when using a corporate card
Looking to find ways to make reconciling our corporate credit card process a little easier for staff. Since the charges are on a corp card, is there a real need to still require receipts to be uploaded (we use BOAs Works system) or can they just add notes in the comments when allocating & signi…
3
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How to get executives to complete monthly expense reports
I have a VP that is not accustomed to submitting monthly expense reports. The previous CFO didn't require this person to submit them so when I request the details of his expenses he always says why could the last CFO get the necessary information without me turning in a report. How do I stress the …
11
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CFOs Frustrated with Return on FP&A Investments
A recent article in CFO Magazine outlines the frustration. Extremely well written and thought provoking. "It’s not exactly news that CFOs as a group aren’t satisfied with the quality of their financial planning and analysis functions. That’s been the case for some time. But with investments in FP&a…
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Why does an employee have to sign their expense report?
I am new to a very small company. We have employees that turn in expenses for reimbursement but they don't sign the form. Is there a legal reason that I can quote for making them sign the form. I'm from the corporate world and signatures were always required for everything! Thanks in advance.
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