Blogs - Finance

CFO Success & Lessons Learned

Posted by
Cindy Kraft
Title: CFO Coach
Company:
 (CFO Coach) | 04-02-2013
My clients’ success stories are why I do what I do. The money pays the bills, but helping my Finance Chief clients navigate the new job search economy to achieve their desired outcome is, for...
Read more...
Member's Profile

5 Steps to Effective Segregation of Duties Analysis

Posted by
Teresa Bockwoldt
Title: CIO & Co-Founder
Company: Vibato, LLC & AccountingTemplates.com
 (CIO & Co-Founder at Vibato, LLC & AccountingTemplates.com) | 04-02-2013
If you are like most finance executives, you probably would like to minimize the risk of fraud and financial mistakes within your organization. You probably also would like to reduce the chance of an...
Read more...
Member's Profile

To Bid or Not to Bid

Posted by
Nicole Lucarelli
Title: Partner
Company: Rounded Third
 (Partner at Rounded Third) | 04-02-2013
This is our second in a series about procurement policy.  The last post addressed Spend Authority, who can authorize what level of spend.  However, from a sourcing perspective, the greater...
Read more...
Member's Profile

How to Use Twitter Search to Grow Your Business

Posted by
Doug Sleeter
Title: President
Company: The Sleeter Group, Inc.
 (President at The Sleeter Group, Inc.) | 04-02-2013
Twitter can take you places. There is no question in my mind about that. Whether you are searching for information or looking for people who can use information that you can offer them. Today I...
Read more...
Member's Profile

QuickBooks 2013 R6

Posted by
Doug Sleeter
Title: President
Company: The Sleeter Group, Inc.
 (President at The Sleeter Group, Inc.) | 03-28-2013
Intuit has released the QuickBooks 2013 R6 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support web site, and it looks as though Intuit will...
Read more...
Member's Profile

QuickBooks for Law Firms: Trust Reports

Posted by
Doug Sleeter
Title: President
Company: The Sleeter Group, Inc.
 (President at The Sleeter Group, Inc.) | 03-27-2013
We’ve talked about how to set up your file for a law firm, and to handle Trust account transactions. Now let’s talk about some important reports. Trust Client Balance Summary A...
Read more...
Member's Profile

Minority Report

Posted by
David Wittenberg
Title: Decision Architect
Company: Verax Point
 (Decision Architect at Verax Point) | 03-25-2013
The full picture includes the messy conflicts. When the U.S. Supreme Court justices cannot agree, the majority rules the day. Even so, the minority are still given a voice with a “dissenting...
Read more...
Member's Profile

Stock Option Exercise Checklist

Posted by
Joe Wallin
Title: Partner
Company: Davis Wright Tremaine
 (Partner at Davis Wright Tremaine) | 03-25-2013
Congratulations, you’ve gotten your company off the ground.  You’ve incorporated, issued founder shares and filed 83(b) elections, adopted a stock option plan, granted stock options...
Read more...
Member's Profile

SOX 404(a) - It Can Apply To More Than You Think

Posted by
Teresa Bockwoldt
Title: CIO & Co-Founder
Company: Vibato, LLC & AccountingTemplates.com
 (CIO & Co-Founder at Vibato, LLC & AccountingTemplates.com) | 03-24-2013
The Wall Street Reform and Consumer Protection Act of 2010 – passed in July 2010 -- permanently exempted non-accelerated filers (public companies with a market cap <$75M) from Sarbanes-Oxley...
Read more...
Member's Profile

Senate Finance Committee's New Approach to Tax Reform

Posted by
Annette Nellen
Title: Professor
Company: San Jose State University
 (Professor at San Jose State University) | 03-22-2013
  The Senate Finance Committee recently announced that it will be holding weekly meetings to discuss various topics.  There will be "tax policy option papers" posted to...
Read more...
Member's Profile

Consider Your Risks in the Cloud: Don’t Be Surprised

Posted by
Pat Voll
Title: Vice President
Company: RoseRyan
 (Vice President at RoseRyan) | 03-21-2013
While proving popular and chock-full of benefits, the cloud, and working in it, comes with risks. You don’t control the platform, and your company’s critical data (about employees,...
Read more...
Member's Profile

Global Mobility: 4 Steps to Creating a Strong Expat Policy

Posted by
Arden Ng
Title: Sr. Director, Advisory Svcs
Company: High Street Partners
 (Sr. Director, Advisory Svcs at High Street Partners) | 03-21-2013
During a recent High Street Partners panel presentation on best practices for creating overseas entities and getting key staff in-country, my colleague Bill Peiffer was asked for tips on managing...
Read more...
Member's Profile