FP&A
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Qualified Opinion - what now?
We may be issued a qualified opinion on our audited financials this year. We are opting to do this as we do not agree with the treatement of a specific item. We don't have much heartburn about this now and are very comfortable defending our position as to why we do not agree with the auditors. What…
4
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Payments to overseas consultants
It seems that Companies everywhere are increasingly trying to reduce their overall cost by farming out work to consultants overseas in India, China and elsewhere. Apart from having such consultants provide a W-8 confirming their non resident status are there any other pre or post tax reporting requ…
1
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How should I handle a weak recommendation on LinkedIn?
Should I choose not to display it (potentially offending the recommender) or leave it posted?
8
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How is FX hedging incorporated into your Rolling forecast? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar "New Ways of Looking into the Future - Rolling Forecasts" held on December 4, 2012. A video of the webinar can be viewed here: https://www.proformative.com/resources/webinar-video-new-ways-looking-future-rolling-forecasts
4
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What are the key strategies employed by fast period-closing companies? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar “Finance Transformation: Essential Elements for Driving Success" held on February 27, 2013. Please join the discussion and add your insights below. A video of the webinar can be viewed here: https://www.proformative.com/reso…
1
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Has anyone used Expense Watch or Suit Expense EMS Systems?
We are accessing different EMS systems and ExpenseWatch and Suti Expense are the top contenders for our current business need. We are looking for some insight from current or prior customers of either company on your experience to assist our decision process. Any information you can provide woul…
2
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Do you foresee any changes in China's political climate due to increased FCPA enforcement and the desire to expand the civil rights of China's citizens?
This questions was asked by an attendee during a recent Proformative webinar "The Dragon's Tail: China's Rebalancing: Renminbi Risk and Opportunity " . You can view a video of the webinar here: https://www.proformative.com/resources/webinar-video-dragons-tail-chinas-rebalancing .
2
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Please explain the budgeted balance sheet to determine metrics such as GCE, Working Capital, etc. (Webinar Attendee Question)
What are your thoughts on budgeting the balance sheet for purposes of determining metrics such as GCE, Working Capital, etc.? What is your experience with the amount of effort on budgeting the balance sheet vs. P&L? This question was asked by an attendee during the Proformative webinar "Plannin…
2
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Looking for recommendations on managing an AR team.
I have been asked to change roles within my company to oversee the AR team. I have 13 years progressive experience in finance, but very little exposure to recievables. I have only ever worried about them on a macro level. Now I will be managing a team of 9, and making many micro level decisions …
10
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Recommend ACH Payment Authorization Language
We want to use ACH as a payment option for customer payments and are using NetSuite for financials. Seeking samples of language or forms folks use for seeking customer authorization as well as experience anyone may have with implementing same via NetSuite customer portal. Many thanks in advance.
4
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Does Concur Integrate with ERP/Accounting systems?
This question was asked by an attendee during the Proformative webinar "T&E Expense Management" held on August 7, 2012. A video of the webinar can be viewed here: https://www.proformative.com/resources/webinar-video-te-expense-management
8
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Is a W8-BEN required for a foreign consultant doing work overseas for the benefit of a US company?
Assuming a W8-BEN should be obtained (and 1042 filed) when a payment to a foreign vendor is for US-Sourced income: Does the definition of US-sourced income apply to a UK company working in the UK that consults for a US company? What if they are performing marketing services virtually in the US b…
1
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Simple CRM - Which is the simplest and easiest to use?
Pretend your only requirement was that a CRM system was easy-to-use for non-tech guys. Does an extremely simple CRM exist and what would you suggest? Our company often fails to achieve effective implementation over the end user's pre-disposiition and negative bias toward new technology. Our compan…
6
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Finance salaries for VC-backed companies
Does anyone have access to any information of this kind? If so, I would greatly appreciate it.
3
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What are some good financial and operating metrics for a SAAS company?
I am interviewing for a position at a SAAS company and I know they will probably ask for what I might consider good metrics to use. Can I get some suggestions on some key financial and operating metrics? Thank you!
4
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International entity, tax optimization
Does anyone highly recommend a service firm that specializes in advising on evaluating and further establishing a global structure, considering tax, legal/regulatory, HR elements? A couple of the companies we're looking at include Nair, as well as, High Street Partners and wondering if folks have …
3
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What are reasonable benchmarks for a mid-sized digital ad agency for sales dept budget as a percent of revenue?
Assume an agency between $5MM and $20MM with a very healthy investment in content marketng (so that we have lots of incoming inquiries and lots of name recognition in our target market).
1
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Accounting for capital raise through Reg A
My company just wrapped up fund raise through Reg A; since there is no par value, means there is no add'l paid-in-capital. Question is for the expense that was occured related to Reg A fund raise (such as legal fee, payment process fee and etc.), what is correct to book these expenses? (one of acco…
3
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Anyone have any experience with Longview Solutions as a budgeting / forecasting and reporting solution?
Hello all, Recently joined this site and have found many of the discussions on forecasting and reporting software experiences and implementations to be very helpful. Looking at taking our company (Public, approx. $150M in revenue) off of excel and have identified a few vendors (most of whom I have …
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