https://trustedcfosolutions.com/feed/

JUNE 2, 2022

Secure access to your key data from anywhere, at any time, because your accounting solution is cloud-based. GAAP, IFRS, and cash base side by side for better visibility. Create quotes, sales orders, backorders, invoices, returns, credit memos, debit memos, and more with ease and rapidly deliver them via email.

Finance 104

Finance General Ledger IFRS GAAP 104

Cube Software

MAY 11, 2023

Pro forma financial statements and GAAP It's important to note that, since pro forma statements are based on hypothetical or projected data, they are not compliant with generally accepted accounting principles—GAAP statements must be based on actual financial results. A pro forma invoice is not a type of pro forma financial statement.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Boston Startup CFO

APRIL 3, 2023

This includes managing invoices, receipts, and payments, as well as reconciling bank statements. Familiarity with Generally Accepted Accounting Principles (GAAP) is essential. Additionally, you open yourself up to compliance and audit issues, and you’ll potentially decrease your chances of securing funding and financing.

Accounting 52

Accounting Accounting Principles GAAP Startups 52

BlueLight

JULY 30, 2020

Security and Audit ?—?NetSuite Billing and invoicing software: Bill.com ?—?Cloud-based For example, QuickBooks is known for its accounting capability but it also offers limited functionality for generating quotes and invoicing. The data from Salesforce may not match the invoicing data. Application Access? —?NetSuite

CFO 52

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

CFO News Room

NOVEMBER 2, 2022

In the United States, Registered Investment Advisers (RIAs) are required to register in one of 2 ways: with the Federal government (namely the SEC) or with one (or more) state securities regulatory agencies. The Brochure Supplement – Form ADV Part 2B. The Brochure Supplement is the sister disclosure document to the Brochure.

Compliance 130

Compliance GAAP Investments Advertising 130

The CFO College

JUNE 3, 2021

Your potential clients (and current clients) may not know it yet, but this security, stress-free cash flow, and financial guidance is what they’re looking for. There are new documents and files that come in on a daily basis (invoices, AP, AR, receipts, etc). All you have to do is prove it to them. That’s right.

Accounting 52

Accounting CFO Auditing General Ledger 52