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Q&A Forum

Annual review tied to pay/bonus

Our annual review process wrapped up with discussion on how he person had met KPI's that helped lead to a monthly bonus program. Business results have not allowed for a bonus to be ...
15719 Views | 9 Answers/Comments

QuickBooks Multi User Mode

Jenna Alcantara
Title: Bookkeeper
Company: Nick&susie
(Bookkeeper at Nick&susie)
My family has a very small rental business and uses quickbooks 2015 for the bookkeeping. We have book keeper in one state, an a accountant in another. I'm wondering if the multi use...
55304 Views | 5 Answers/Comments

Business Process Management / Forms builder Solutions

Kent Thomas
Title: Founder
Company: Advanced CFO Solutions
(Founder at Advanced CFO Solutions)
I am looking for a solution like Appian ( that is affordable for a small / medium sized business. We are looking for something to automate business processes / forms and ...
13738 Views | 2 Answers/Comments

Is there any Certification related to merger and acquisation?

Milan Dave
Title: Associate - Financial Modelling
(Associate - Financial Modelling at BDO INDIA LLP)

Searching for some recognized merger and acquisition certification online. Please guide.

36899 Views | 2 Answers/Comments

Ideas for a CFO Replacing an excel-based budgeting/planning process?

Son Nguyen
Title: CFO
Company: Private company
(CFO at Private company)
I am CFO of a cellular network operator in Vietnam. I'd like to replace our current excel-based budgeting/planning process with Adaptive planning or the similar. Does anyone here us...
47284 Views | 18 Answers/Comments

How do you account for Standby Letters of Credit?

(Controller and VP)
We're considering have our bank issue a LOC for a new lease where we don't want to pay the large security deposit. All of the guidance I find is related to the bank/guarantor bu...
43561 Views | 15 Answers/Comments

Do you have a guide for viewing Past Webminars?

Jessie Yung
Title: Director
Company: Js Global
(Director at Js Global)
I tried to view some past webminars but it never worked. Can you send me a guide or procedure? Thank you and Happy 2018! JY
8678 Views | 1 Answers/Comments

Aprroach in Application of New Accounting Standard in your organization?

Usman Iftekhar Janjua
Title: Senior Accountant
Company: Wafi Group
(Senior Accountant at Wafi Group)
From Managerial Perspective, what approach would you choose in Application of New Accounting Standard in your organization?
19290 Views | 2 Answers/Comments

Headcount - Are employees who terminate at the end of the month included as reportable headcount at month end

Bob Stenz
Title: Controller
Company: Silicon Valley start-up
(Controller at Silicon Valley start-up)
If an employee terminates at the end of the month, do you include the employee in the headcount for the month or as a termination for the month? Thanks!
30020 Views | 2 Answers/Comments

QuickBooks Repair Tools Update

Doug Sleeter
Title: President
Company: The Sleeter Group, Inc.
(President at The Sleeter Group, Inc.)
Earlier this year I talked about how to fix QuickBooks problems with the free QuickBooks repair tools from Intuit, including the QuickBooks File Doctor. These are some basic util...
22492 Views | 0 Answers/Comments

How To Raise Money For A Startup?

Besides your own personal network, what is the best way to get investors for a startup? ...
96034 Views | 16 Answers/Comments

KPI's in staffing industry

Gloria Vigil
Title: Finance Manager
Company: Nelson Family of Companies
(Finance Manager at Nelson Family of Companies)

Can anyone share the top 3-5 KPI's for the staffing industry?

15159 Views | 2 Answers/Comments

Can you recommend a data room for M&A transactions

Bob Stenz
Title: Controller
Company: Silicon Valley start-up
(Controller at Silicon Valley start-up)
The last time this question was asked on Proformative was in 2014. I'm wondering if anyone can provide recent experience/suggestions for a data room to be used for M&A transactions. Tha...
280 Views | 2 Answers/Comments

Recommend a good intensive for M&A?

(Finance Director / Controller)
Would anyone be able to suggest a good Mergers &Acquisition course? Interested in attending one that covers both the operational considerations (assuming payrolls, international hic...
22243 Views | 6 Answers/Comments

Have you ever encountered fake receipts for employee reimbursement of phony expense report items?

Did you know that there are fake receipt generators online? I just became aware that there are  fake generators, templates, software and services... a cottage industry! How do y...
64453 Views | 18 Answers/Comments

Best add-ons for QuickBooks

Tom Sheppard
Title: President
Company: The Sheppard Group
(President at The Sheppard Group)
It is impossible to get away from QuickBooks in the SMB world.  It is everywhere and is very good for what it does at a good price. Its faults are well known. Currently I have ...
12164 Views | 8 Answers/Comments

Is there a cost effective software for stock plan administration? We are a small start-up company looking to set up an ESOP.

25823 Views | 12 Answers/Comments

Classification of Ecommerce fees on Income Stmt

(Board Advisor and Investor)
One of my companies sells consumer product directly to consumers over the internet. The company uses Shopify, an ecomm platform, which is connected to Stripe, a credit card payment gate...
19959 Views | 2 Answers/Comments

Do you make copies of vendor checks for the files?

Stewart Linder
Title: Global Controller
Company: AxiomSL
(Global Controller at AxiomSL)
We use a three-part check. Two parts go to the vendor, check, one stub, and the second stub we keep. There is not a lot of information on the stub so during my career I have the account...
12686 Views | 19 Answers/Comments

Can anyone recommend Aranca for a 409A valuation? What was your experience with it?

Alexander Haislip
Title: Author
Company: Independent
(Author at Independent)

409A Valuation

7805 Views | 16 Answers/Comments

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