FP&A
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Accountability relative to an annual budget submitted to the board vs rolling budgets
Can you speak to the accountability relative to an annual budget submitted to the board vs the idea of rolling budgets and/or changes to the budget during the year?
2
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Software used to accelerate the close process
Has anyone found a particular software, legacy modification or bolt on effective in accelerating the close process? Thank you
7
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Foreign income Live in USA
I work for a company in UK full time, but living in the US. They dont 1099, how do I go about reporting this income come, tax season?
4
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Phantom Stock Plan - private company, 700 employees, $0.5B revenue, $10M NI.
My company considers issuing a phantom stock plan as an incentive mechanism for some of our management. Our turnover is over 20%, so we are looking for a way to retain leaders of our organization. I wanted to ask what are the quantitative and qualitative criterias would you suggest to use in the pl…
3
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Should invoices being paid on behalf of clients reflect the name and address of the client or the company paying the invoice?
Our company pays invoices on behalf of our clients and then bills them back for the costs at a later date. Should the invoice reflect the name and address of our company or the client's? Are there any regulations or standards that should be adhered to in the US? What are the best practices surround…
2
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I am looking at upgrading from Excel to a budgeting & planning system. I am looking for Comparisons between Adaptive Insights and Host Analytics.
I work for a mid-size global consumer electronics company and need more functionality that excel for budgeting and planning. I am interested in hearing from anyone that has familiarity with both Adaptive and Host and can advise on any differences between them. My main goal is to reduce the redundan…
2
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How to create FP&A COE in a large multibillion manufacturing /distribution/service company
We would like to know details of process , procedure , steps to create FP&A COE Also, references of companies those who can help develop and implement strategy to build FP&A COE will be highly appreciated
4
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Employee Stock Pool Size for New Co in the Renewable Chemistry Sector
Dear Proformative Friends and Neighbors, Thank you for your responses to my previous questions... very, very helpful. My current firm is considering forming a new company to address a large business opportunity/emerging market with our core technology. To date we have been a consultancy and technol…
2
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What are some types of business strategy for growth?
One of the businesses I'm involved with (on the tech side) is kind of stuck. It has some good opportunities, but insufficient capital to properly pursue them. It's investors are apparently unwilling to increase their investment and it doesn't have sufficient collateral for a loan. At the same time,…
3
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Insubordinate person that works for you (me)
I have a person that works for me that is continuously causing problems in the company. Talking about everyone (badmouthing) people in the company and constantly whispering how someone else is not doing their job. He is always complaining to me about others etc. and his work is not getting done, bu…
25
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Coupons and reimbursement
We are trying to track manufacturer coupons and payments. Currently use an excel spreadsheet but with 35 stores this has become difficult. Does anyone have ideas how we can streamline this process?
4
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ADAPTIVE, ANAPLAN or TM1 on saas???
Hello everyone, we are going to change our CPM, we are hesitating between adaptive, anaplan or TM1 on saas, can anyone give me a feedback on each experience, that can help us to make a decision. Thanks
7
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Cash flow nightmare
A $30,000 invoice was accidentally paid 2 periods early and affected other operating expenses for the period (i.e. payroll). I know a loan will probably have to be initiated in order to cover the shortfall, but I was wondering if there was a way to measure how soon the $30k can be recouped. I don't…
11
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Accounting Entry for Issuance of Common Stock
A business has been incorporated and shares of common stock will be issued to the owners based upon predetermined percentages of ownership. The owners have not contributed any equity to start the corporation. It is being funded through a loan. How would the issuance of common stock be recorded sinc…
3
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Looking for RFP template to send out to a few SaaS Accounting/ERP providers.
I am a software/SaaS company and below $50M in revenue. Rather than reinvent the wheel, I am looking for a template that could get me started.
1
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Professional Services Automation KPIs, Benchmarks & Examples (Webinar Attendee Questions)
What are the top metrics that companies use to successfully track and manage professional service projects (e.g. utilization, profitability, customer satisfaction)? Are good benchmarks available? This question was asked by an attendee during the Proformative webinar "Revenue, Risk, Repeatability…
4
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Software for cash flow reporting and budgeting.
We are a small (50 person) business with an ERP system that is geared much more to inventory than accounting. I am looking for a software package (not too expensive) that would help us with the budgeting process and cash flow forecasting. Any suggestions would be appreciated.
23
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What is entailed in private company stock option repricing?
I'm curious if recent private company option repricings have included terms other than just price, i.e. changes to vesting, numbers of shares outstanding, option life, etc. Also, if you've done recent repricings, did you do it with an offering circular, or just by fiat by the board? Thanks!
2
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What is the price range for a private company 409a valuation cost these days?
My company is about to close its first investor round (series A) and is looking at its first 409a. It's been a couple of years since i got one done. We are a software company, pre-revenue, but with good forecast models in place and what I think would be some reasonable comps to look at. What range …
2
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What do you understand by the term activities based budget?
Looking for activity based budgeting definition, meaning, uses & examples.
3
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Looking for examples of VC pitch decks for real companies...
Does anyone know a good place to find real VC pitch decks? Any resource online?
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