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What does Jane Levin think?

I have been the Controller at a number of different companies, primarily in technology and manufacturing. In these roles I am typically charged with owning the company's books, its accounting staff, all accounting processes (entries, month-end closing, etc.), procedures and systems. ... See full profile

Although hang on, wouldn't this go to COGS if it were a conference your company was putting on as a "product"? That seems like it might be the case...
Non-adoption is the killer for CRM. Integration with existing tools (e.g. MS Outlook and your financial system) and training, training, training....
Hmmm, that all seems like personal trouble that an extra $5K wouldn't solve. Those are longer term issues, and more money could even lead to more...
I think that question varies entirely by company. Things like size, # of transactions, # of accounts, # of entities, # of bank accounts, and so on....
We use Google Docs a lot, especially spreadsheets. At my company, the senior leader of any project done on this platform is given editor rights to...
I don't know how you would have any faith in your inventory numbers without full or cycle counts (unless you have very little inventory). I'm...
Make it easy and it will be used. That's what I have learned is key when asking a large number of people to do something as mundane (although...
Your instinct is right, and I have seen that practice at many companies, including mine. We only reimburse for the difference in mileage, not the...
I have not seen many companies pull this off well as it can be hard to get the execs to buy-in: try emphasizing the bottom line impact in lower...
Agreed with Ankur so long as they are only packing products to ship (which is a shipping or logistics expense. Unless your staff is "transforming"...
Hard to know what to expect going into a meeting like that unless the goals have been explicitly laid out for your prior. My suggestion at a high...
Data Retention samples and info: http://www.sans.org/reading_room/whitepapers/backup/electronic-data-retention-policy_514 http://www.blueavocado.org/...
A lot of SaaS acceptance depends on your company size, industry and even geography. Small and mid-sized companies, if they have aggressive finance/...
But let me ask for clarification: are you asking for POs for the future periods today? That is, asking for three annual POs to cover a three year...
I recently started using Box.net for corporate file hosting and sharing. It is extremely useful. You can set permissions on a file-by-file or folder-...
Very useful. Thank you Anna.
is 8x8 a generic hosting outfit, or do the specifically do QB hosting? I ask b/c the latter types are QB experts with all of the infrastructure you...
Thanks for the note but i have looked at that and read the pretty extensive discussion on Proformative and that's really not going to work for my...
Thanks for the great info so far. Now, sorry to ask for details, but how long and how costly for a small company (~50emps)? Is it bid hourly or as a...
We are looking at software to help with our software rev rec conversion. Currently considering NetSuite and Softrax. There is simply too much...
You can get a lot of free trips if you work it right. I have done that at a few companies before. The whole travel budget? Never. But you can put a...
I'm curious as to how large your company should be in order to consider NetSuite, Intacct or a similar SaaS product. My defaul has always been...
I just posted a few docs in the Resources area that will help. https://www.proformative.com/og/discussion/general-content/resellercustomer-credit-...
Start with a D&B report. Yes, those can be too high-level, but I take a close look at their paydex for past behavior and current risk levels. We...
How is the cash handled currently? Do you take $ at the door, do people sign-up online? Who is responsible for handling the $ and reporting on it at...