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Member's Profile
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 user will work for us or if we need the online package? Thank you.
Kent Thomas
Title: Founder
Company: Advanced CFO Solutions
(Founder at Advanced CFO Solutions) I am looking for a solution like Appian (www.appian.com) that is affordable for a small / medium sized business. We are looking for something to automate business processes / forms and need an affordable way to handle these forms on-line with workflows (approval &...
Member's Profile
Milan Dave
Title: Associate - Financial Modelling
Company: BDO INDIA LLP
(Associate - Financial Modelling at BDO INDIA LLP) Searching for some recognized merger and acquisition certification online. Please guide.
Member's Profile
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 use AP and give me some assessment on this with regards to Reliability, performance,...
Anonymous Member
Anonymous
(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 but I cannot locate anything about our side. I think there would be no balance sheet impact...
Member's Profile
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
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?
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!
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 utility programs that can be used to diagnose and possibly repair a number of problems with a...
Anonymous Member
Anonymous
Besides your own personal network, what is the best way to get investors for a startup?
Member's Profile
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?
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. Thanks!
Anonymous Member
Anonymous
(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 hiccups, etc.) as well as pricing and evaluating the deal. An ideal format would be a 1 to 3...
Anonymous Member
Anonymous
(Manager) 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 you detect expense reports containing fake business receipts and how common do you think this...
Member's Profile
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 several clients who could benefit from better tools for analytics, budgeting and forcasting...
Anonymous Member
Anonymous
(CFO) 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 paid in over a year now. The annual review has not been changed. When companies face a...
Anonymous Member
Anonymous
(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 gateway/processor. Stripe is the merchant of record as they are doing the fraud check,...
Member's Profile
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 accounts payable department make a copy of the full check and then attach the copy to the...
Alexander Haislip
Title: Author
Company: Independent
(Author at Independent)