FP&A
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The use of corporate credit card in foreign subsidiaries
Hello, We are in the process of eliminating petty cash in foreign subsidiaries. One option is to introduce US based corp credit card. Expenses will occur in foreign countries but all receipts will be sent back to US and the corp in US will pay credit card company. Are we going to have issues with l…
6
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Startup Financing and 506 / Form D disclosure
This topic has come up several times recently, and I'd like to get a straw-poll on the following 4 points. -A Convertible Debt or Convertible Equity round is, even if no securities are issued, effectively an issuance of equity securities in the eyes of the SEC. -If you do the above (issue securit…
1
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Early Software Company Valuation: Source of Information
We are discussing investment in a pre revenue software company that has developed a mobile application for the healthcare industry. On the plus side we can demonstrate the product in action, on the minus side we havnt actually sold any products/ licenses yet. Hence the valuation proposed by a would…
1
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How can you best connect/recruit students using social media?
I have heard students are largely focused on their social media networks even as they look for new jobs. We have a Financial Development Program for accounting graduates, and are looking for best practices that others are using to effectively connect with these students. We do not want to be invasi…
3
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What is EPM (Enterprise Performance Management)?
And is it different from CPM? Is it just budgeting and forecasting by a different name?
3
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Private asset-based lender line of credit rates - what would you expect to see?
My firm is evaluating sources of private debt, and received a term sheet from a private PO and asset lender. The LOC they offer would be secured by inventory. Note that because of existing debt on the books due to the founder's family a bank LOC is difficult to get. - $500k LOC @ 3% monthly for …
8
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Comparing cost proposals from Fedex and UPS
I have received proposals from both of the above, but requires an expert to decipher the 2 proposed agreements to do a side-by-side comparison. Can anyone suggest a firm I can use who has the expertise to allow me to make an intelligent decision re who to choose.
5
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Losses carried forward/back for an LLC
I was wondering on the rules for losses for a multi-investor LLC. Can the losses be carried forward and back like a traditional corp? Been my whole career with corps so this is a little new to me. Any info is appreciated.
3
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Does SPAM traffic help or hurt your website?
I don't know, but I see more and more of it every day. Is it an indication that my website is achieving more visibility? Does this sort of traffic help in the search engine rankings? A simple finance mind wants to know.
1
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Who will be better for US companies, Obama or Romney?
I do not want to get into a "political" discussion with right vs. left. In fact, I know that Proformative will kill those comments straight away. However, as a CFO I have some thoughts on the matter with regard to how their policies will impact my company. But I feel more ignorant than anything. It…
6
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How much and what kinds of technology does my company need in order to implement a customer stratification program? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar "Using Customer Stratification and Cost to Serve Information in Your Sales Efforts to Maximize Profits" held on October 9, 2012. You can view a video of the webinar and access the presentation here: https://www.proformative.com…
2
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How do you apply customer stratification to a service or software company? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar "Using Customer Stratification and Cost to Serve Information in Your Sales Efforts to Maximize Profits" held on October 9, 2012. You can view a video of the webinar and access the presentation here: https://www.proformative.com…
2
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How do companies move from no customer stratification program into a full program? Do you need to be of a certain size to pay attention to something like this? (Webinar Attendee Question)
This question was asked by an attendee during the Proformative webinar "Using Customer Stratification and Cost to Serve Information in Your Sales Efforts to Maximize Profits" held on October 9, 2012. You can view a video of the webinar and access the presentation here: https://www.proformative.com…
2
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What is the best accounting system for unsecured consumer loans?
My client is a firm that provides consumer loans on behalf of retailers and is implementing a new accounting system to track the loans. Primarily, they need to account for: Loan origination Interest accrual Accrual reversal Interest adjustment Late payment fees Payment …
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