FP&A
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Managing Upwards
I've just taken on a new role where some of the expectation is that I'm going to direct priorities for the C-level. I'm not in the C-level, and while I have aircover from my CFO, her expectation is that I drive this. Any high-level advice on driving from the back seat?
7
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Factoring Accounts Receivable - How Do I Make It Work Best?
We're looking at factoring accounts receivable. What do I need to know about this or accounts receivable financing?
5
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Performance Bond Basics - Where, How, Cost & Everything Else You Might Add
I have been asked to investgate the relative merits of performance Bonds. Any insights would be much appreciated
1
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Saleslogix vs Salesforce vs Sage CRM - reviews please
I have to say, I'm fairly confused at this point.
1
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Does anyone have experience dealing with Hayman Private Equity from Boston?
We have a project all together and we were brought this funding source that has no (little, impertinent, supposedly sour employee) info on the web. It refuses to give any info until we place a certain amount in escrow to cover the expenses it expects to incur in vetting our deal (which is to meet a…
8
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Unclaimed Property Audit
There has been a recent increase in attention given from States on unclaimed property. It appears that states are looking at unclaimed property as a source of either cash flow or revenue or both. The state of Michigan is requiring every business to attest to whether it has unclaimed property (i.e…
7
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Transfer Pricing Agreements
I know there have been several discussions surrounding the issue of transfer pricing, but I am curious if anyone has a transfer pricing or intercompany agreement template that they would be willing to share. Following are some basics about the situation I am attacking; US Based company looking …
1
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management discussion & analysis (MD&A)
Hi, has anyone out there had to write an MD&A section for an offering from a private company? Are there any particular aspects that woudl make that different from a SEC registrant? Are there any resources (white papers, corporate finance discussions, bolgs, etc..) you could recommend that we…
8
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ISOs vs. NQOs
I'm doing some work for a friend of mine who is setting up his C-corp and an option plan. I have done many of these at my past and current companies and each time I have had counsel create a plan with ISOs as well as NQOs b/c "everyone" wants to exercise early and start the clock for long-term capi…
8
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IRC Sec. 382 - aka "Limitation on net operating loss carryforwards ownership change etc."
I'm trying to save $10 or $20K with my accounting firm and do my own self test on NOL limitation rules for a startup that's been around for many years - can anyone share with me their generic spreadsheet or model - trying to take an easier approach than diving into the regs at this point, thanks mu…
3
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Incentive Stock Option Plan
Our company is wanting to recognise the efforts of our employees over the last couple of years, but cant afford to increase salaries, so the board wants to establish an Incentive Stock Option Plan, and issue employees options. We have established a Plan, and form of Stock Option Agreement which we…
10
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Top Management Performance Financial KPIs
I would like to gather some insights as what people feel are the three to five main key financial metrics that are best to use in measuring and managing business performance. How often do you measure, monitor and report them? How do you determine the 3-5 key drivers for each one?Anything trending o…
13
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How can a small business leverage social media to its best advantage?
What are some of the best ways you've seen small business handle their social media initiatives?
5
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Upon receiving an offer for a controller position at a venture funded technology startup, what additional due diligence is recommended/normal?
I've researched the company online, checked out my network for related connections, and had a chance for Q&A with some of the executive team. I'm expecting a controller offer in the next few days. Would it be acceptable to ask to see the last audited financial statements and speak to someone on…
2
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What are some online job search best practices, tips, ideas & resources?
This question was asked by an attendee during the Proformative webinar "Build Your Personal Brand and a Competitive Advantage with Social Media " held on July 2, 2012. A video of the webinar can be viewed here: https://www.proformative.com/resources/build-your-personal-brand-competitive-advantage-…
2
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LinkedIn connection strategies – what is best career-wise?
The psychology around "social media" is very redolent of middle school. How would you advise people with regard to choosing people for or accepting people into their networks to avoid being judged inconveniently? For example, should one limit one's network to individuals within one's industry or …
11
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Looking for corporate strategic planning best practices suggestions please
One company I work with just has a bunch of meetings followed by some Google docs, but no agreed process, including but not limited to no ongoing measurement of success. Ideally, a simple agreed process on the front side would surely help. Must be simple, as the founder is kind of a maverick. Also,…
5
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Close & Consolidation Accounting Benchmarks
We are a public company (Annual sales in $275 million range) with operations in the US, Canada and China. It takes us about 5-6 business days to report monthly consolidated financial results. Just curious how we compare with other companies our size.
6
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Tax witholding for U.S. customer paying Israeli vendor
I work for a sole proprietor LLC based in the United States. We don't work with many international vendors, but we are currently working with a consulting firm based in Israel. It is my understanding that we would need to withhold 30% of their billings to be remitted to the U.S. Treasury to cover t…
4
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Is it better to ask for more or less money when pitching to VC?
Do eye-catching big numbers attract VC interest?
11
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Country of Origin
We are bidding to supply software to a company in South America and have been told to provide a NAFTA certificate of origin to secure tax advantage ( or rather lessen the disadvantage of withholding tax on remittance of royalties by our customer). We are a California company with sales, marketing, …
6
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How can I fire my boss for poor performance?
This week, we saw Men's Wearhouse fire founder George Zimmer. Which begs the question, how do I fire the entrepreneur that started the business for poor performance? The founder of a software company believes the company can grow revenue 200% a year organically, funded by profits, without a sales …
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