Part 2 of 5 of How to Have a Successful IPO and Beyond Having a comprehensive financial foundation in advance of an IPO success should go without saying, but it goes deeper. Not only is it important to keep in mind that a piece-by-piece approach to deploying financial software can […]
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Part 3 of 5 of How to Have a Successful IPO and Beyond The IPO process is made significantly easier by efficiently producing financial statements, so there’s significant value in investing in systems (and automation) that can deliver global consolidation and financial reporting. Yes, we are finance people but spend […]
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Part 4 of 5 of How to Have a Successful IPO and Beyond The public market doesn’t reflect kindly on organizations that can’t effectively govern themselves or have a lot of internal infighting. Companies considering IPOs must establish a corporate governance framework that keeps board members and executive management accountable […]
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Part 5 of 5, How to Have a Successful IPO and Beyond Once a company goes public, it becomes an open book to any and all, meaning the roster of many stakeholders will start to reach far beyond long-term colleagues and collaborators. Investor relations should act like a gatekeeper, ensuring […]
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Hiring salespeople is easy; hiring the right salespeople, motivating the troops, and helping them drive ARR growth takes more work. And for SaaS companies, the forecasting is so acutely tied to how the salespeople perform. For example, how much cash will the company have at the end of two years? […]
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Ahh, SOC2, what fun, your companies, and where do you start? And how much will it cost? Security compliance is a pivotal standard for technology and cloud computing entities, and there are many reasons to pursue SOC2. It’s not merely a compliance procedure; it’s a testament to an organization’s commitment […]
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PART: 1 of 4 Reporting and compliance in finance demand accuracy, timeliness, and regulatory complexities, which result in manual processes, data overload, and high costs. Artificial Intelligence (AI) and automation offer a solution by streamlining operations, improving accuracy, and guaranteeing adherence to regulations. Finance departments can automate tasks, reduce errors, […]
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Doing revenue recognition right takes some work when working in Quickbooks. For SaaS companies, we often have to jerry-rig the process but it does seem to work and we discuss ways to save time and get accurate financials. Under ASC 606, SaaS businesses must follow a five-step process to recognize […]
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Claude 3 dukes it out with the latest from Open AI GPT-40 in Internal Control and Audits Are the Numbers Right? Will the Auditors Frown? It’s a big deal to have confidence in the numbers and to make sure that internal controls are tight to show auditors that you know […]
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We get asked a lot which payroll provider fits well with Quickbooks or Intacct. Digging deeper, we noticed that many software vendors are adding AI to their payroll platforms. Here’s our take on the latest in AI and how it can improve your HR operations and tie things better into […]
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