FP&A
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Acquisition Due Diligence Checklist
When making an acquisition, what is on your due diligence checklist? Does someone have a due diligence checklist that they would be willing to share? Does a checklist vary by size/industry of acquisition? Also, after the acquisition, do you continue to monitor KPIs from the checklist or other facto…
6
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Credit Card Points / Reward Policy
I am working with a client that pays for a corporate credit card for employees to use only for company business. The company pays the card but it is not a master company account so each individual account is collecting the rewards. All the employee's travel except airfare goes on their individual c…
12
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What protocols does your company use to minimize spreadsheet risk?
This question was posed by Jeff in a LinkedIn Group. The Question: Jeff Gilmore Business Consultant at PARIS Technologies International Spreadsheets are common in the world of business. As they have become more widely accepted, spreadsheets have been employed for increasingly critical business appl…
3
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SAP All-In-One Vrs Dynamics AX ERP Comparison Pros And Cons?
Excuse me English well i read a Question similar Here: https://www.proformative.com/questions/sap-vs-dynamics-ax-erp-comparison-pros-cons the problem is that i need SAP All-In-One and not SAP R3 i hope you can help me the Company is Small-Mid Bussiness
2
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Best language to include is a SPA to allow the potential to buy-out a minority partner in the furture?
We are in the midst of negotiating an SPA with a company that is going to allow the current owner to retain a 5% stake in the resulting combined company. We want to include language that would allow the majority owner to buy-out the minority owner at a predetermined, agreed upon relative valuation.…
4
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As a public company CFO, can you ask analysts who follow your company for their models of your company?
I'm about to take on my first public company CFO gig (many time private co. CFO). I've always wondered about this and now it's my turn to deal with it: Can you ask analysts that follow your company for their valuation models and assumptions of your company? I want to know what they are using to cre…
3
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Listing a company in the NASDAQ exchange from the OTC pink sheet.
Looking for information/direction on listing a company in the NASDAQ from the OTC pink sheet. Beside the regular forms that I can find at the NASDAQ website under listing requirements what kind of financial statement would be needed? I assume the regular three years audited statements but does it n…
2
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Flowing Revenue Internationally
In anticipation of a new piece of business, I'm trying to figure out whether to flow revenue through a Holding Company or split revenue and flow directly to regulated subsidiaries. Does anyone have experience with managing flow of revenue for a broker/dealer operating both internationally and in th…
2
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How enterprise risk management has improved since the global financial crisis, and where practices are still lagging.
In the article "Best and Worst Practices in ERM", Oct 24, 2013 Treasury & Risk magazine, Max Rudolph, the founder and principal of Rudolph Financial Consulting, says we may be headed for another bubble. He lists four areas, but for most of our Treasury and CFO's, excessive leverage may be the m…
1
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Audit Question
If an employee can create a transaction in the financial system through a cuff system (done via interface), should they be able to modify that transaction directly in the financial system? Is it separation of duties or internal control issue?
2
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Consolidation Software
We are a $70M public company and Im researching for financial reporting consolidation software and am looking for some guidance in this process. Id like to know what are the solutions with best rankings and what are the steps (good practices) in the implementation process. Your feedback is much app…
6
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Hyperion Planning -- Implementation Pitfalls to Avoid?
What one thing would you have done differently in implementing Hyperion Planning? It might be something technical, or something involving getting buy-in, or how you worked with your vendor... or really anything. But if you could have done just one thing differently, what would it have been?
4
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What is the best and/or most economical way for a startup to setup an ESOP?
Is there an off-the-shelf service provider for creating an employee stock option plan?
1
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Looking for some advice on staffing/funding a software startup
Our company is currently <10 people and are a service provider for an OEM software solution and over the last 4 years have developed our own product. We've recently starting showing the product, under NDA, and the response is very positive. We're currently looking at booking a few orders in the …
17
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Tracking Technology Shakes Up the Workplace
In an article in the WSJ.com (Memo to Workers: The Boss Is Watching, Oct 22, 13) it discusses a new (or re-newed) trend of tracking/watching employees through software while a work. Do you believe this increases productivity? Does is decrease morale? Or is this just the new 20-teens workplace?
4
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Family Benefit for Employee Death While Traveling - Corporate Policy Statement
I have a client company that would like to provide some amount of benefit to families of employees that die (accident or natural causes) while traveling on company business. Obviously not a frequent occurrence but there is international travel involved and they want to make provision for this event…
1
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What business metrics matter?
Should we stop looking at vanity metrics and only focus on actionable metrics? This question was asked by an attendee during the Proformative webinar "FP&A: Innovations in Financial Analytics to Support Organic Growth and Business Strategies" held on October 17, 2013. A video of the webinar ca…
3
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Controls failures at Start-up examples
What are the top areas of controls that start-ups get wrong, in your experience? The ones that do damage or are simply horrible to fix a year later.
6
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Costs that are chargeable to the Government
In contracting with the USG are you permitted to either add G&A or Profit to reimbursement for employee: Cost of living Hardship differential Danger pay travel costs I had been told that you can add either G&A or profit to these although we never had...... Secondly and perhaps more importan…
4
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Internal Control
What are the responsibilities of an accountant in preparing company's policies and procedures. and how he/she gain a solid information in internal controls?
4
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Thoughts on Sharing Financial Information - Small Business
I am in talks to share financial information with our managers, however the owner/CEO is hesitant as he is worried that the managers will think all the profits are going directly into his pocket, which is hardly the case. I think being more transparent with individuals that drive the business is ve…
9
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FRx replacement
We are currently running Great Plains and using FRx for our report writing needs. With FRx going away we have started the process of finding a replacement (we are sticking with Great Plains). Any thoughts/experience on replacing FRx? We are a mid-size company, about 25 user licenses on GP, maybe 3 …
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