Technology

Anonymous Member
Anonymous
(Business Operations Manager)
We created a budget in Excel file format and now want to upload in Quickbooks Online - does any one know a way to do it without having to enter the data manually? I called tech support...
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Krista Mann
(Vice President and Chief Financial Offic.. at Uptake Medical Corp)
This is a user subscription service focused on providing access to available Board and Advisory roles
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John Sprague
(Corporate Controller/ Business Partner at Consultant)
Just started with a national pharmacy chain that is using quick books. Can anyone recommend a system suitable for this industry that is easy to implement and train?
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Anonymous
(Director)
We are looking into purchasing software to keep track of our stock ledger (we currently use excel). We have about 500 shareholders, 50 option holders, and there are about 100...
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Ken Stumder
(Finance Director / Controller at Ken Stumder, CPA)
I am somewhat familiar with Avalara, but never worked with or heard of TaxJar until recently. If anyone has experience with either product, please share.
Anonymous Member
Anonymous
(Finance and Human Resources Manager)
I recently viewed a demo and received additional information regarding Zenefits. It seems great, especially for our HR Department of One (33 employees). I would like to hear any...
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Anonymous
(CFO)
We use Quickbooks for our business. Are there benefits in becoming QBs Certified?
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Gregory Q. Jenkins
Title: President & CEO
Company: Quentasia Industries Inc.
(President & CEO at Quentasia Industries Inc.)
I have had the privilege of working with many clients across several industries over the years. One of the trends I have seen is the emergence of Shadow IT departments. So what exactly...
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Anonymous
(CFO)
I have been asked several times over the last few months as I interview for jobs where preparing financial planning models is part of the job description whether I use macros in the...
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Randall Bolten
Title: CEO
Company: Lucidity
(CEO at Lucidity)
A recent Proformative webinar, “Dean & Deluca: Uncompromising Standards in Excel-Based Reporting,” was surprisingly interesting. It described how Dean &...
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Wayne Spivak
(President & CFO at SBAConsulting.com)
Here's a question that can be very entertaining and educational for all. Excel, every white and many blue collar workers needs to know how to use the product to successfully...
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Anonymous
(VP)
We are a SaaS Security company and want to raise equity to further fuel our growth. Any recommendations for boutique capital advisers with connections to private equity companies?
Anonymous Member
Anonymous
(Accounting and Tax Consultant )
I have recently started working with a number of very small clients and am struggling with deciding on what accounting software to recommend they use. QuikBooks is the usual default...
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Wayne Spivak
(President & CFO at SBAConsulting.com)
In our litigious society, we often need to obtain documents for legal purposes. Then there are documents for audits or customer service or marketing. What best practice do you use? Is...
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Gary Campanella
(VP, Finance at GoHealth Urgent Care)
We are a small growing company with several retail locations in New Hampshire, Maine, and Rhode Island. We expect to be at 50 people by end of year and at 200 a year from now. We use...
Anonymous Member
Anonymous
(Accounting and Tax Consultant )
I am working with small clients with no employees currently but getting ready to hire their first 1-4 employees. What is the best way to address all of the various issues regarding...
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Gregory Q. Jenkins
Title: President & CEO
Company: Quentasia Industries Inc.
(President & CEO at Quentasia Industries Inc.)
In Part I of my Just Make It Happen series, I laid out the proposition that simply telling your staff to "just make it happen" was about the worst thing a manager could say...
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Anonymous
(Manager)
I’m in HR at a medium-sized company and am tasked with conducting an initial phone screen of applicants, in this case for the position of BI Analyst. What would be some good...