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Member's Profile
kaycee Lane
Title: accountant
Company: KT Tape
(accountant at KT Tape)
I just want a system that will match receipts with credit card transactions from purchasing card. We don't have any travel reimbursements, everything is on card. Is there a way to upload credit card transactions, batch by card (employee) then send report for the...
Member's Profile
Donald Kalkofen
Title: CEO
Company: 2014
(CEO at 2014)
I am the CEO of a startup software company and we are building a solution to immeasurably improve the existing expense reporting processes. We feel the present solutions may have missed the mark when it comes to the "centralized services" market and there is a significant...
Member's Profile
Dana Price
Title: VP, M&A
Company: McGraw Hill Education
(VP, M&A at McGraw Hill Education)
What piece of software or technology is most useful to other CFO's and is something you "cannot live without?"
Anonymous Member
Anonymous Member
Anonymous
(Regional Finance Business Partner)
We will soon be engaging with Concur to automate our expense reporting and I was wondering if any of you had some experiences with the company that you could share?
Member's Profile
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
To join as their CxO. The job seems ideal, they are wining and dining you. The offer is light on cash and heavy on stock and options. They aren't public, and if they were to go public it wouldn't be for a year or two and at least a million they claim they don't...
Member's Profile
Margaret Hsia
Title: Financial Consultant
Company:
(Financial Consultant)
My understanding is that audit/tax fees no longer need to be accrued for a monthly basis but expensed in the period incurred.  Do you have a guidance reference that supports this?
Member's Profile
Peter Kihara
Title: CFO
Company: Private company
(CFO at Private company)
Can anyone share a good excel financial model for an acquisition roll-up strategy? Industry is unimportant.
Member's Profile
Greg Gay
Title: CFO
Company: Mac Papers
(CFO at Mac Papers)
We are a wholesale distributor with ~$500 million in sales. Most of our customer payments are still received by check and processed through our lock box, but increasingly we are seeing more customers move to payment by ACH and by credit card. We want to explore some of the...
Member's Profile
Joe Cie
Title: WMS manager
Company: Alpha worx
(WMS manager at Alpha worx)
We are looking for a new system, I would like to take a different approach. Can I get comments about systems that are causing pain, especially warehouse management side.
Anonymous Member
Anonymous
(Co-CEO)
15 years ago, in the United States, there was a push to simplify the tax code. One option was to charge a flat rate for all incomes and to eliminate all deductions. Another was to eliminate the income tax altogether and have a federal sales tax. Either one would be a way...
Anonymous Member
Anonymous
(Director of Finance)
I'm looking for a written template of a Capitalization/Fixed Asset Policy that anyone would be willing to share. Thanks.
Anonymous Member
Anonymous
(Accountant)
If my company replaces earned vacation with an unlimited PTO policy, will there be any income statement impact? We won't be accruing any vacation expense and we won't have to pay out unused accrued vacation in the future when employees leave. Does the elimination of...
Anonymous Member
Anonymous
(CFO)
I have a client sub-$1m revenue (and growing of course!) that wants to get off it's on-premise QuickBooks instance and implement an accounting system that is tightly integrated with Sales Force. Their business model is high-volume, low dollar billing with an up front...
Anonymous Member
Anonymous
(CFO)
The company I work for owns multiple businesses located across the province. In 2012 we transitioned from separate bookkeepers in each location to centralized accounting. We employ 4 bookkeepers who look after multiple stores from start to finish, AP/AR/Payroll/GL/YE...
Member's Profile
Henry Dietz
Title: CFO
Company:
(CFO)
I have a client looking to raise some capital and need a private placement memorandum template.
Member's Profile
Randall Bolten
Title: CEO
Company: Lucidity
(CEO at Lucidity)
This is the third post in a short series of blogs about the critically important decision American workers face regarding when to start collecting their Social Security. Please share this blog as a public service with anyone you think will benefit from it. If you’re...
Member's Profile
Annette Nellen
Title: Professor
Company: San Jose State University
(Professor at San Jose State University)
  To help more people obtain health insurance, the Affordable Care Act (ACA) provides a subsidy in the form of a refundable, advanceable tax credit - the Premium Tax Credit (PTC). Generally, if your household income is at least 100% of the Federal poverty line, but...
Anonymous Member
Anonymous
(Asst. Treasurer)
We are a large electrical coop with $9B+ in assets. We are reviewing our policy dictating the dollar amount requiring additional approval for payment by a senior member of management (SVP or higher). We would like to compare our current limit ($10k) to that of other...