The CFO College

FEBRUARY 19, 2021

Properly quoting (and collecting) accounting fees can be an overwhelming hurdle for many bookkeepers, especially those just opening up their own practice. Reduced Tax Liability: Tax filings for businesses in today’s overly-regulated world are complex, requiring solid accounting and processes throughout the year.

Communication 52

Communication CFO GAAP Accounting 52

PYMNTS

DECEMBER 10, 2016

When all the shares were accounted for, Lending Club’s original IPO managed to pull in more than $1 billion — slightly beating expectations and making it the seventeenth-largest U.S. The internal audit had two major and disturbing reveals. But it did push back that its non-GAAP metrics are “not misleading.”. IPO of the year.

GAAP 73

GAAP Compliance Valuation Auditing 73

The Charity CFO

JANUARY 17, 2022

If you’re like most nonprofit leaders, you’re not researching nonprofit accounting basics to satisfy your curiosity. with this overview of nonprofit accounting basics. . What is nonprofit accounting? Investopedia defines accounting as “the process of recording financial transactions pertaining to a business.” .

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Boston Startup CFO

OCTOBER 13, 2015

I’m not an expert in anything related to accounting, so I reached out to one of my networks to get people I could have do these functions. So I hired a part-time accountant who sent a part-time bookkeeper every week to do our books. So I hired a part-time accountant who sent a part-time bookkeeper every week to do our books.

CFO 52

CFO Tax Planning GAAP Budgeting 52

The CFO College

APRIL 8, 2021

For many bookkeepers and accountants, working remotely is a reality that has breathed energy back into the passion they feel for their work and their life. For us numbers people, one of the hardest things can be getting out in front of a CEO and talking yourself up enough to land a new client. You are in charge.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

BlueLight

JULY 30, 2020

My motivation was to understand the responsibility of the CFO suite, the process of billing to accounting, and the software tools available to run an effective finance office. Pre Series B, it’s a part-time role to simply track past financial numbers. One is accounting: you need this done properly to inform the next two.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

The CFO College

JUNE 3, 2021

Increase Your Value and Boost Your Services with Two CFO-Level Accounting Tools. Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. Skill #2 - The Permanent Audit Trail.

Accounting 52

Accounting CFO Auditing General Ledger 52

CFO News Room

NOVEMBER 2, 2022

Though Section 203(c)(1)(D) of the Advisers Act contemplates the possible adoption of a rule that requires the submission of a balance sheet certified by an independent public accountant and “other financial statements,” the SEC has to-date not adopted such a rule. RIA Fee Itemization And Surprise Custody Audits.

Compliance 130

Compliance GAAP Investments Advertising 130

The Charity CFO

FEBRUARY 2, 2022

In fact, as a nonprofit organization, the expectations for transparency and accountability are higher than those for for-profit businesses. It’s a tool for ensuring transparency, disclosure, and accountability to the public. Federal Employee ID Number (EIN). Full accounting of income, expenses, and donors. Full Form 990.

Nonprofit 98

Nonprofit Profit and Loss Auditing GAAP 98

The Charity CFO

MAY 2, 2022

The IRS has different reporting requirements than GAAP, so the balance sheet section of your 990 may not match your audited financial statements. Beyond the numbers, Part III is the perfect place for you to showcase your story. Don't hire the wrong accountant for your nonprofit! How do you spend your money?

Nonprofit 105

Nonprofit GAAP CFO Accounting 105

Planful

JUNE 22, 2017

Financial Consolidation in the Accounting World. But in the accounting world, “financial consolidation” is a well-defined process that includes several complexities and accounting principles. Here are the key accounting consolidation steps in the finance consolidation process : Collecting trial balance data (e.g.,

Accounting 40

Accounting General Ledger IFRS GAAP 40

Planful

AUGUST 1, 2017

You’re preparing for an IPO or external audit, which requires having rock-solid financial statements. Consolidating financial results might sound easy on the surface, but it’s more than just adding up numbers. Multi-GAAP reporting (i.e., US GAAP, Canadian GAAP, IFRS, etc.). Intercompany reconciliations.

GAAP 40

GAAP Value-Added Analysis IFRS Auditing 40

Onplan

NOVEMBER 30, 2022

Despite its extensive number of integrations, Adaptive has seen users complain that ERP integrations tend to break and require a long time and multiple support interventions to repair. Centage Budget Maestro: You can use Centage Planning Maestro in conjunction with Centage Budget Maestro for your general accounting software needs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52