FP&A
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I am looking for feedback on Expense Reporting Solutions
I am the CEO of a startup software company and we are building a solution to immeasurably improve the existing expense reporting processes. We feel the present solutions may have missed the mark when it comes to the "centralized services" market and there is a significant marketplace need for a sol…
1
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Ocean freight bill audit and payment
We are looking to automate our process for reciving and processing invoice for ocean freight. There are several software options but does anyone have experience of this - in particular using Cass Systems or Descartes Ocean freight audit software?
1
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International Manufacturing and Sales License Agreement Needed
I am working with a Cleantech company who is looking to enter into a number of international markets through Licensing Agreements for Manufacturing and Sales. The structure we are contemplating includes an up front Licensing Fee and a percentage of sales for residual payments going forward. Does an…
2
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securing customer payment
We have a "slippery" customer who we unfortunately need to keep. We are converting $20K AR to a 10 month payment plan and will be charging them $4-5K monthly for future service over a year. This account conversion to notes has happened once before due to customer cash flow/ accounting. Monthly paym…
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Business Process Management / Forms builder Solutions
I am looking for a solution like Appian (www.appian.com) that is affordable for a small / medium sized business. We are looking for something to automate business processes / forms and need an affordable way to handle these forms on-line with workflows (approval & forward to the next level) and…
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Is it common to use a combined Master template for Software Products/Support and IT Consulting Agreements for Fortune 500 / Global 2000 class of customers ?
A WA State startup in enterprise software and consulting space, has recently raised Series B financing; it has Global foot print with subsidiaries in Europe and Asia. It uses templates for legal documents such as NDAs, EULAs for software Products/solutions and Master Services Agreements for its con…
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Written de minimis Capitalization Policy
In efforts to comply with the U.S. Department of Treasury has anyone started, or does anyone have a template you would be willing to share for the new de minimis deduction rules?
3
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What are the types of chargebacks you might see on your credit card processing bill? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar "Leveraging Analytics to Manage the Cost of Credit and Debit Card Payments" held on February 7, 2013. Please join the discussion and add your insights below. A video of the webinar can be viewed here: https://www.proformative.c…
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Travel Food Expenses; control, guidelines
We're pretty heavy on sales, and the travel, food and entertainment budget always feels a little high, or at least potentially controllable. I've experimented with just setting the guidelines at the Dept of State per-diem, but I'd rather inspire austerity rather than having fixed rules that chafe. …
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Top 10 things you wish you knew as an IT pro....
As an IT professional, what do you wish you were filled in about with management corporate planning?
3
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Cost control, by engaging employees
What are some companies' experiences in increasing cost control by motivating employees to spend smarter on expenses? More specifically, some experts say that travel policies and vendor agreements are limited in the cost savings that they can achieve for companies and propose that improving employe…
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How do You Understand Your Customer's Culture
The value of communicating effectively both verbally and non-verbally can get lost when those of us in Finance get stuck in the numbers. We often do not get out and interact directly with our company's supply chain, customers, and strategic partners. I have had the opportunity to be in Hawaii as I …
3
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Accounting Checklist for acquisition integration
We just acquired a Company and was wondering if anyone had a post merger accounting checklist for the integration of the acquired company on our systems.
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Accounting For Fire Loss
Accounting treatment in following situation: Year-ending is 31-Dec-20xx. Fire occurred in factory on 11-Dec-2013. Audit report for 31-Dec-2013 has been issued with ‘disclaimer opinion’ as loss due to fire has not ascertained till reporting date. Insurance claim passed in month of May-2014 & rec…
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Voting Agreement Between Founders
I am about to co-found a company with someone i know professionally. We agreed on an intial 2:1 distribution of shares with him getting approx. 66.66% and me 33.33%. In this case he would have already the majority in early decicions. However he want me to sign a voting agreement which is very restr…
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How to determine the value of stock options?
I'm in negotiations with a Series B startup whose valuation I do not know. What information should I ask for?
4
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Where can I find REAL private investors / lenders?
I am raising a capital for my project - manufacturing of a deficit industrial product in Vietnam. It is really difficult to find a REAL investor as maybe 99% of all offers are some kinds of scam / prepaid services offers / etc... What is the best way to find a real investor?
3
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Too many business metrics. Can you over Metric?
There are many threads here on Proformative about KPI's, Metrics, etc. My question is simple: Can you over metric. Can you over analyze and miss qualitative signs that won't show up in quantitative analysis? When do you stop measuring and start communicating, interacting and seeing issues (both goo…
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Each 409A Valuation - Get A Different Firm?
Our company has undergone a 409(a) Valuation about 20 months ago. Should we now engage a different valuation firm? In that case which ones are recommended which should be reputed and creditable?
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