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Joe Thielmann(CFO at Surge Innovations)
I want to implement an Order Management system. We are primarily an engineering, creative, ID/PD company that manufactures overseas by outsourcing. We do not manufacturer. Many of our...
Ray Scheppach(Chief Financial Officer at Vail Systems, Inc.)
Hi. I am CFO for a telephony based SaaS company. We host 1,000+ voice applications running at four different data centers throughout the US. During our annual budgeting process, its...
Does anyone know of an Excel model that computes the fair value of a preferred stock ratchet provision?
ASC 815 40 (aka EITF 07-05) requires that the anti-dilution provision for down round price ratchets be fair valued and recorded as a derivative liability. Is anyone aware of an Excel...
Anonymous(Sr. Mgr, Sales Compensation)
I'm looking for some options for driving a salesforce to focus on a newly introduced SaaS business while the company is transitioning from its legacy perpetual on-premise sales to...
Charley Kyd(Founder at ExcelUser)
Excel blogs are filled with specific questions about using Excel. So I thought it might be useful to back up and ask a more general question: What types of spreadsheet tasks are...
Anonymous(VP Treasury Management Consult)
I'm working with a couple that just bought a club. They have no financial acumen, and I'm not an accountant .. but have enough knowledge to get them going. Anything they use...
Is an original signed legal document that is scanned and saved in the cloud as binding in court as the original paper...
David Casebere(CFO Business Advisor at B2B CFO, LLC)
I am interested in getting rid of paper. Can I rely on scanned legal documents to hold up in court? I have 2 clients with this question, a CPA firm and an insurance company.
We are engaging with a firm to implement a Virtual network for about 25 desktops. The project needs to be done by the end of May and they say they can achieve this. There are a couple...
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...
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
John Sprague(Consultant on Marinas at JH Sprague Consulting LLC)
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?
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...
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(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...
Gregory Q. Jenkins(President & CEO at Quentasia Industries Inc.)
Company: Quentasia Industries Inc.
Company: 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...
Randall Bolten(CEO at Lucidity)
A recent Proformative webinar, “Dean & Deluca: Uncompromising Standards in Excel-Based Reporting,” was surprisingly interesting. It described how Dean &...
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...
Anonymous(VP of Marketing)
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(Business 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...