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Anonymous Member
Anonymous
(Controller)
I am working on a performance appraisal for the AR clerk and I have to come up with goals for her position. She is in her late 50's and has little to no ambition to improve her position. She is responsible for our invoicing, which is very complex and requires a lot of...
Anonymous Member
Anonymous
(Controller)
Our company has a 30 day return policy. We are planning to roll out a a policy of 10% charge on returned equipment such that folks hopefully think twice. Where should this income be booked? Also, what has others experience been in regards to this topic? Thank you.
Member's Profile
lamont strong
Title: ATTORNEY LAMONT CRANSTON STRONG
Company: Self
(ATTORNEY LAMONT CRANSTON STRONG at Self)
I am familar with an independent film maker who is looking for investors. I have a person that has indicated an interest. The problem is that I want to be compensated, in some way?
Anonymous Member
Anonymous
(Unemployed)
General background: We use Quickbooks. Our home currency is USD. We invoice clients in Euros, GBP, and USD. Sometimes our clients pay the invoices in other currencies, for example, client X is billed on Jan 31st in Euro and then they pay their invoice February 15th in GBP...
Member's Profile
Simon Westbrook
Title: CFO
Company: Aargo Inc.
( CFO at Aargo Inc.)
I am preparing K-1s for investor members of an LLC. The Company has losses for the year ended Dec 31, 2014, which are allocated proportionally to member interests. What restrictions, if any, are there on the ability of members to offset their allocated loss against other...
Anonymous Member
Anonymous
(Human Resources )
We are creating an employee handbook from scratch. Any advice about things to include/ not include in the handbook? Advice for how to roll it out to employees?
Anonymous Member
Anonymous
(controller)
I am the Controller for an entity wirh $150m in sales which has entered into a transaction to be acquired. The acquirer is a SOX compliant operation. The transaction is waiting for certain approvals and will close in 3 months. The acquirer has requested that we begin...
Member's Profile
Simon Westbrook
Title: CFO
Company: Aargo Inc.
( CFO at Aargo Inc.)
I am working with a Company that really hasn't addressed the issue of formal internal controls, documentation and compliance. Does anyone have a Sarbanes Oxley checklist,  advice, or a good reference to facilitate the process of organisation?
Member's Profile
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
You have commissioned salespeople. You are starting to sell globally. You will incur FX gains and losses. Who takes the risk, the house, the salesperson or is there a split (along commission % lines?)?
Anonymous Member
Anonymous
(Researcher)
Hi all, I am looking for an adviser cum facilitator for a 3-day CFO training program to be held in Asia. The program is designed for CFOs from corporates and will cover the technical as well as strategic aspects. Ideally a former CFO who could share the practical frameworks...
Member's Profile
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
How many of you maintain a "Cheat Sheet" for quick reference. We're talking about anything from how to figure out GPM to Mark-up or even current ratio (and everything in-between)? I assume anonymous will prevail here as the key responder, but let's face it: Not all CFO's...
Anonymous Member
Anonymous
(Corporate Director and Professional Educ..)
Can anyone recommend a firm that can help me build an e-learning website?
Member's Profile
Matus Porubsky
Title: Founder
Company: CFO.sk s.r.o.
(Founder at CFO.sk s.r.o.)
Does your company sales team's KPIs include collection related metrics, or you leave dealing with overdue receivables to the collection department and credit risk prevention (and then salespeople's bonuses do not depend on payment discipline of their clients)? I...
Member's Profile
Charles Swan
Title: CFO
Company: The Virtual CFO
(CFO at The Virtual CFO)
I am finance director for a 2-day art show put on by our Rotary Club. What are the pros and cons of the various mobile payment systems out there?
Member's Profile
Christie Jahn
Title: CFO
Company: Atlantic Wireless Communications
(CFO at Atlantic Wireless Communications)
In Jan 2014, as a result of Obama Care; employer paid health benefits will be taxable as a fringe benefit. I'm looking at it from the perspective of increased tax brackets possibly? Taxing people for something that is currently a benefit? I'm curious what your...
Anonymous Member
Member's Profile
Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
More precisely, "as a CFO, how do you tell your CEO he or she is wrong about an important issue of strategy?"   This question was asked at a recent webinar, now available on-demand: "CFO to Chief Trusted Advisor: Earning that Role with Your CEO"...
Member's Profile
Samuel Dergel
Title: Director - Executive Search
Company: Stanton Chase International
LinkedIn Profile
(Director - Executive Search at Stanton Chase International)
The office and the role of the Chief Financial Officer continues to evolve. This evolution may cause apprehension in some seasoned CFOs. These experienced financial executives feel this way because, in part, they have worked very hard to get to where they are. They believe...
Anonymous Member
Anonymous
(Controller)
How do I kindly suggest to the owner of the business that he is too involved in small decisions, and get him to redirect his focus to larger and more meaningful items that typically an owner/founder would be concentrating on? His involvement in the minutiae means even small...
Anonymous Member
Anonymous
(owner)
A large multinational corportation is making a claim that I owe them money for servcies that they provided . They claim that I owe them over $6,000 dollars. I need to know what options I have. I feel that they should not be paid, as they failed to the job which...