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Member's Profile
Doug Sleeter
Title: President
Company: The Sleeter Group, Inc.
(President at The Sleeter Group, Inc.)
  So, you’re deciding which accounting software to choose and are trying to decide between one that has a feature you need via native functionality vs. another that has it via an add-on. Should you go native or add-on? Native Functionality The decision to get...
Member's Profile
Ernie Humphrey
Title: Experienced Financial Professional & CEO
Company: 360 Thought Leadership Consulting
(Experienced Financial Professional & CEO at 360 Thought Leadership Consulting)
I had the opportunity to deliver a presentation focused on how to drive career success at a treasury and finance conference last week. One of the key components I identified for everyone to have in his or her toolbox for career success is effective communication.  I...
Anonymous Member
Anonymous
(Corporate Controller)
Our process for tracking capital projects, consists of an AFE form completed and approved, but no numbering system to tie to purchase requisitions. Our biggest expenditures are pieces of equipment so there are not a lot of separate costs. However, we do have some remodeling...
Member's Profile
Le Mai
Title: Officer
Company: Manufacturing Company
(Officer at Manufacturing Company)
We are thinking how to set up KPI for assessment on the appropriate of Financial Statement in the processing of business planning and business management for a manufacturing Company. Please kindly share me any documentation on definitions and guidances related to this...
Member's Profile
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
Every so often this topic appears on Proformative, but is never really examined in depth. So I did a fast Google (love the all purpose word, noun, verb, adverb) and saw this "PERSONAL CAREER MARKETING PLAN" from USC, used in something called "Michigan Saves...
Anonymous Member
Anonymous
(account manager)
Hello, Can any one please provide any macros to get reports from microsoft dybamics into excel i.e. i am currently using macros to transfer txt file from microsoft dynamics into excel and working on it. but if someonah has already some tools on this, it would be great to...
Member's Profile
Mariann Cumbo
Title: AR/AP Manager
Company: Clarke
(AR/AP Manager at Clarke)
Currently, we require our staff to submit receipts for expenses $50 and over. This is only when they are using their corporate purchasing/T&E card. What do other companies require as a threshold for receipts?
Member's Profile
Kim Hall
Title: Consultant
Company: HWG, Inc.
(Consultant at HWG, Inc.)
One of my clients is establishing a collections group. They are on QB for the next 4 to 6 months. They need more functionality than is in the QB collections center. What is the next step up? Needs to be tightly integrated with QB. Easy implementation. They need to divide...
Member's Profile
Yana McConaty
Title: Partner
Company: Neubrain
LinkedIn Profile
(Partner at Neubrain)
With the stagnant economy, cost control has become the new mantra of every business. Businesses are deploying various strategies to contain costs and maintain profitability. Amongst such strategies is control and visibility into spending with external suppliers. Spend...
Anonymous Member
Anonymous
(Finance Director)
I'm getting hammered on my Netsuite license costs. It's over $60k/yr for mid-market with OneWorld + 2 subs, and rev recognition module with a tiny accounting team <5. Are any of you willing to anonymously share what type of deals you've been able to negotiate?
Member's Profile
Shannon Mathews
Title: Controller
Company: AKT LLP CPAs and Business Consultants
(Controller at AKT LLP CPAs and Business Consultants)
What expectations do you have at your company/firm to turn expense refunds? Currently we pay employees back through payroll so we give a deadline of 5 days before payroll to get expense reports in. However we are discussing going to a weekly ACH run for reimbursements. I...
Anonymous Member
Anonymous
(Director of FP&A)
I have Googled this and I am finding it very difficult to find an answer. Thanks.
Member's Profile
Jyoti Prakash
Title: Sr. Executive
Company: Stellar Data Recovery
(Sr. Executive at Stellar Data Recovery)
The smartest way to work is to get correct information without spending much time. Let us check out some shortcuts to get quick information form the QuickBooks. This amazing software provides you some really easy shortcuts, form where you can get multiple information at a...
Anonymous Member
Anonymous
(CEO/CFO)
I was contacted by a company called Execreps, which is essentially a talent agency for corporate execs. To wit, if you are a CFO and want to get on to corporate boards, they will help you find those positions, get the inside track through their connections/reach, and then...
Member's Profile
Margaret Hsia
Title: Financial Consultant
Company:
(Financial Consultant)
My Company is in the process of converting from QuickBooks Pro 2009 to NetSuite.  Has anyone used the NetSuite import function to import historical data from QuickBooks? If so, was it successful or did it require a lot of manual adjustments?  If it wasn't...
Member's Profile
Ron Rochester
Title: Financial Controller
Company: Intelligent Generation, LLC
(Financial Controller at Intelligent Generation, LLC)
Specifically, I am creating a DCF Model in EXCEL to analyze using (IRR, Payback etc) for a project: I have a sample model that has a line for an adjustment to cash flows for: " Federal Tax on State Depreciation" . Not sure what this is or why it is relevant. the...
Anonymous Member
Member's Profile
Bob Stenz
Title: Controller
Company: Silicon Valley start-up
(Controller at Silicon Valley start-up)
I'm wondering if companies are proactively limiting nexus (say like Amazon). Most of the companies I've worked at allow hiring in any state in which the "best'' employees are found. Whether this creates sale tax nexus or an income tax filing requirement...
Member's Profile
Liz Armstrong
Title: Controller, consulting
Company: Consulting
(Controller, consulting at Consulting)
My client is implementing a cloud based (SaaS ) financial system and wants to capitalize the implementation costs under the computer software developed or obtained for internal use rules (ASC 350-40).  Since the costs to design and install the underlying asset (e.g....
Member's Profile
Gary Honig
Title: President
Company: Creative Capital Associates Factoring Co..
LinkedIn Profile
(President at Creative Capital Associates Factoring Co..)
This may come in handy when trying to get financing against a contract with a customer who has questionable creditworthiness. By being able to show tracking that the customer pays their bills on a regular timely basis it will increase the likelihood that you will be able to...