E78 Partners

JANUARY 5, 2024

Audits are an essential part of ensuring that a company’s financial statements are accurate and compliant with accounting standards. Proper preparation is critical in navigating the post-acquisition audit process smoothly, minimizing disruptions, and providing timely, accurate information to stakeholders.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

PYMNTS

OCTOBER 9, 2020

The big B2B investment of the week was Tipalti , which landed $150 million in new funding on a $2 billion valuation. The valuation puts the accounts payable (AP) and mass payments company well into “unicorn” territory, meaning it is valued at over $1 billion. PYMNTS rounds up the latest funding rounds below.

Compliance 107

Compliance Auditing Accounts Payable Valuation 107

PYMNTS

JULY 5, 2020

A special audit conducted late last year by KPMG and seen by the paper revealed the profits appear to have existed largely on paper. For example, two years ago when Wirecard’s stock market valuation topped 24 billion euros ($26.9 But such profits did not exist, the Times reported. million) in 2017, the KPMG report revealed.

Auditing 68

Auditing Profit and Loss Valuation Accounting Firms 68

CFO Strategic Partners

MARCH 22, 2025

12 Steps to Ensure Your Company Is Audit Ready 12 Steps to Ensure Your Company Is Audit Ready Learn More Leadership 04.14.25 5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury. Latest insights Leadership 05.29.25

Technology 52

Technology Leadership Auditing Prioritization 52

PYMNTS

DECEMBER 18, 2020

auditing standards by the end of next year, including opening up their audit records to U.S. Prior to the scandal, Luckin had been the first company since the year 2000 to reach a $3 billion valuation within 24 months of listing, according to CNBC. auditing rules. stock exchanges would have to conform to U.S.

Auditing 107

Auditing Valuation Treasury Marketing 107

CFO News

AUGUST 23, 2024

Ashwani Bhatia, Sebi's whole-time member, urged chartered accountants to be extra diligent when auditing listed SMEs, emphasizing their growth potential. Bhatia also noted concerns about 'price manipulation' and limited interest in delisting due to high valuations.

Auditing 45

Auditing Valuation Accounting 45

Future CFO

SEPTEMBER 14, 2020

Given that auditors are required to offer unbiased opinions about the financial statements of companies that they audit, the lack of auditor independence can severely compromise the quality of the auditors’ work. . The case for and against NAS prohibitions NAS encapsulate any service provided by auditors other than external audit services.

Auditing 52

Auditing Accounting Valuation Education 52

Boston Startup CFO

SEPTEMBER 9, 2015

Some startups can create their own 409A valuation report for $0 using a DIY 409A calculator. This means that all startups — no matter how early the stage — must have a business valuation performed before issuing stock options to justify their choice of strike price. The typical 409A valuation costs anywhere from $1,200 to $5,000+.

Valuation 52

Valuation Startups Compliance Auditing 52

E78 Partners

SEPTEMBER 21, 2023

Audits, while essential for maintaining the integrity and trustworthiness of an organization’s financial reporting, can be a daunting task. This is not just because of the intricacies and specificities required by the auditing standards but also due to the numerous challenges faced by organizations in the run-up to an audit.

Auditing 52

Auditing General Ledger Reconciliations Accounting Standards 52

CFO Strategic Partners

APRIL 14, 2025

They will also consider EBITDA to determine valuation and assess the financial health of your company. 12 Steps to Ensure Your Company Is Audit Ready 12 Steps to Ensure Your Company Is Audit Ready Learn More Leadership 04.14.25 Latest insights Leadership 05.29.25

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

Global Finance

DECEMBER 6, 2024

As the Federal Reserve embarks on a rate-cutting cycle, we anticipate a gradual decline in US Treasury rates, which could support equity valuations and enhance the appeal of income-oriented strategies. This includes regular security audits, investing in advanced technologies, and educating themselves and their teams about best practices.

Banking 52

Banking Communication Strategic Planning Leverage 52

CFO Thought Leader

APRIL 20, 2025

Eight years of audits sharpened his technical vision, yet the move that truly stretched him arrived when GECapitalGenworths predecessoroffered a divisionalcontroller seat with global scope. Tasked with raising capital quickly, Upton orchestrated a minority IPO of a foreign subsidiary, executed at speed and premium valuation.

CFO 52

CFO Leverage Auditing Valuation 52

CFO Talks

JUNE 20, 2025

Managing full audit functions, raising capital, implementing new accounting systems, and reporting to lenders and boards at several organisations. Between 5:30 and 6:00 AM How do you spend the first hour of your day? I review financial news, plan key objectives for the day, and enjoy a quiet coffee to set my focus.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Leadership Finance 52

Simply Treasury

FEBRUARY 27, 2020

It is not simple or neutral and difficult to sell to an Audit Committee or CFO. However, with a good counterparty risk the return is hardly better, and even often, still negative with, as a bonus on top, an intermediate volatility for those who report in IFRS (because of quarterly mark-to-market valuations). Beyond standing idly by.

IFRS 130

IFRS CFO Auditing Valuation 130

CFO Talks

MAY 20, 2025

If you cant explain the commercial rationale for every intercompany transaction, youre not ready for an audit. Dont Sleep on VAT and Customs VAT on imported services, transfer pricing adjustments that trigger VAT liabilities, customs under-valuations, these can quietly derail your tax position.

CFO 52

CFO Tax Planning Auditing Valuation 52

PYMNTS

DECEMBER 9, 2020

Or it may be a last gasp amid heightened valuations and investor enthusiasm, with a focus on a business model that has soared – and may, depending on how you look at it, face fresh challenges that crimp the drive to realizing black ink on the operating line. Here are five questions to ask as Door Dash opens on the market: 1.

Valuation 76

Valuation Auditing Financial Reporting Accounting Firms 76

PYMNTS

NOVEMBER 25, 2019

India-based OYO has filed a valuation report with India’s ministry of corporate affairs indicating that the company did not expect to turn a profit until 2022, Reuters reported on Monday (Nov. A valuer in Gurugram, OYO’s home base, told Reuters that figures through March 2019 were not yet audited and were provided by the company’s management.

Profit and Loss 56

Profit and Loss Valuation Auditing Startups 56

CFO Strategic Partners

APRIL 14, 2025

12 Steps to Ensure Your Company Is Audit Ready 12 Steps to Ensure Your Company Is Audit Ready Learn More Leadership 04.14.25 Latest insights Leadership 05.29.25 Turning Tariff Disruption into Strategic Opportunity Turning Tariff Disruption into Strategic Opportunity Learn More Leadership 04.15.25

Cash Flow Forecasting 40

Cash Flow Forecasting Leadership Auditing CFO 40

PYMNTS

JULY 7, 2020

The number would be a drop from the company’s previous valuation, due to worldwide conditions surrounding the coronavirus pandemic, the first such drop in valuation since 2016, according to Bloomberg. The decline this year is only about 4.2

Valuation 61

Valuation Auditing Currencies Investments 61

PYMNTS

FEBRUARY 16, 2017

Risk-based capital requirements will no longer apply, either, while VC managers will also no longer be subject to independent valuation and audits. Singapore’s central bank will no longer require venture capital managers to appoint directors that have at least five years of fund management experience as they have been.

Auditing 73

Auditing Valuation Startups Economics 73

CFO Strategic Partners

APRIL 14, 2025

12 Steps to Ensure Your Company Is Audit Ready 12 Steps to Ensure Your Company Is Audit Ready Learn More Leadership 04.14.25 5 Ways To Build A Culture That Boosts Engagement And Retention Imagine yourself in a room bustling with energy, ideas ricocheting off walls, and a palpable sense of excitement in the air.

Leadership 40

Leadership Auditing Valuation Compliance 40

The Charity CFO

MAY 10, 2022

Typically, a CPA would prepare these statements as part of a yearly review or audit. And even if you’re not fully GAAP-compliant currently, implementing these best practices now will save you a lot of cleanup work later in the case you require a financial statement audit. What exactly is changing about in kind donation reporting?

Accounting Standards 94

Accounting Standards Accounting GAAP Nonprofit 94

PYMNTS

OCTOBER 7, 2020

Wirecard filed for insolvency in June, a precipitous fall from grace for a FinTech once considered a rising star with a valuation of $28 billion at its height. We’ll also sharpen the separation between auditing and consulting in companies of public interest,” according to the German government plan reviewed by the news agency.

Auditing 57

Auditing Valuation Planning Finance 57

PYMNTS

JULY 19, 2020

TMC audits every business trip taken, according to FleetNews, and any anomalies are taken up directly with the driver or line manager in charge. The (E)Valuation service, which reviews how suitable an EV is based on business trips logged with TMC, will also be included in the new solution.

Auditing 60

Auditing Valuation B2B Numbers 60

Future CFO

MAY 3, 2020

The coronavirus pandemic has specific implications for auditing firms, with the nature of the audit process needing engagement and direct interaction with the audited entity, said ACCA recently. There are challenges ahead, but respondents also spoke openly about opportunities.’. Survey highlights.

Auditing 40

Auditing Valuation 40

CFO News

SEPTEMBER 1, 2024

The RBI is ensuring compliance with mandatory audit reports and valuation confirmations to validate the legitimacy of these investments. Concerns arise as some firms may have used the 'overseas direct investment' route to transfer funds abroad, bypassing regulations.

Investments 40

Investments Auditing Valuation Compliance 40

CFO News

SEPTEMBER 1, 2024

The RBI is ensuring compliance with mandatory audit reports and valuation confirmations to validate the legitimacy of these investments. Concerns arise as some firms may have used the 'overseas direct investment' route to transfer funds abroad, bypassing regulations.

Investments 40

Investments Auditing Valuation Compliance 40

PYMNTS

JUNE 27, 2017

Cybersecurity is not about getting technical, it’s about business impact, and ultimately valuations. There’s huge potential for development – the more attacks there are, the more cyber audits are likely to become standard procedure,” said Frederic Ichay, a partner at law firm Pinsent Masons LLP, who specializes in M&A transactions.

Mergers and Acquisitions (M&A) 43

Mergers and Acquisitions (M&A) Auditing Valuation Communication 43

The Charity CFO

FEBRUARY 2, 2022

If your organization falls into the $50,000-$200,000 range but must complete an annual audit for funding or GAAP purposes, it is wise to skip Form 990-EZ and head straight to the full form. . When you outsource your bookkeeping and accounting to us, we’ll ensure your books are always audit-ready. Full Form 990.

Nonprofit 90

Nonprofit Profit and Loss Accounting Auditing 90

PYMNTS

DECEMBER 10, 2016

Stock prices opened at $15 but popped pretty immediately thereafter, shooting up 56 percent by the end of the first day — and locking Lending Club’s valuation in at $8.5 Lending Club’s valuation never got much higher than that $10 billion mark, but it did manage to keep its share price above its IPO value for the first half of 2014. “It

GAAP 73

GAAP Compliance Valuation Auditing 73

Boston Startup CFO

APRIL 12, 2024

409A / Valuations Leveraging our expertise and industry knowledge, we will conduct thorough assessments to determine the fair market value of your company, ensuring compliance with regulations and helping you make informed decisions related to stock options, equity compensation, and financial reporting.

Corporate Finance 40

Corporate Finance Finance Auditing Compliance 40

The CFO College

AUGUST 31, 2021

This data includes a capital plan, proper entity structure, pre-revenue valuation, and raise structure (convertible note or direct equity). You see, a good idea just isn’t enough for raising capital. Convincing investors to fund your client also requires you to prove solid numbers and components.

Startups 81

Startups Accounting General Ledger Forecasting 81

PYMNTS

MARCH 18, 2019

According to Reuters , in what the publication described as the largest corporate scandal in South Africa, corporate auditing firm PwC has uncovered a $7.4 Reports said the company posted a $12 billion valuation write-down in June, after PwC provided its findings to the firm.

Accounting 49

Accounting Auditing Valuation Retail 49

Future CFO

FEBRUARY 9, 2025

This means highlighting the potential financial impact of a cyberattack, such as lost revenue, damage to reputation, and regulatory fines, which can significantly impact the company's valuation.

Investments 52

Investments Profit and Loss Securities Risk Management 52

Fpanda Club

SEPTEMBER 2, 2021

All this makes financial controllers obvious candidates for communicating with external auditors and managing the audit process. Overall, the focus of the financial controller is to keep financial processes (including FP&A) organized and optimized, which contributes to their highly appreciated role in the company.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

PYMNTS

JANUARY 18, 2019

But then again, as reported earlier this month by supchina , valuations of FinTech companies have been waning, as seen through 2018, with market caps of several companies, such as Xinfu and ZhongAn Online, dropping by more than 60 percent. The regulatory environment is far from crystallized.

Sales 53

Sales Auditing Valuation Banking 53

Future CFO

JULY 19, 2022

Reduced valuations, especially for tech businesses, have prompted US-listed China concept stocks that need to ameliorate delisting risks to make introductory listings here rather than raise massive sums as they did in the past, Lui added. “It However, this will provide a support for the IPO market in Hong Kong,” he pointed out.

Marketing 52

Marketing Valuation Forecasting Manufacturing 52