Category: In the trenches
How to uncover inefficiencies in your finance organization
Inefficiencies easily creep into your finance organization when you’re looking the other way. New hires, changes in the company’s direction, advances in technologies, the passage of time, and meetings, meetings and mor…
See MoreWhy getting the right finance team in place is essential after your IPO
Look at that new public company over there with its carefully chosen ticker symbol, brand-new source of capital and sense of relief among its senior leaders. They have finally achieved the milestone of going public that th…
See MoreWhat every good controller should be up to this December
As the temperatures start to cool (even in California), the leaves on the trees are turning beautiful colors. And we’re also turning the corner to the new year. I believe December is our most important accounting month o…
See More4 things no one’s telling you about SOX compliance
The JOBS Act granted some relief from the burdens of SOX for emerging growth companies, and while any relief was most welcome, the changes brought on some confusion. And it hasn’t abated even three years later. There’s…
See MoreMaster these 6 things after your IPO and you’ll have a well-oiled public company
Talk about hype. There’s so much hoopla surrounding the decisions and details that go into the initial public offering and day of the offering itself. Just consider how much we all heard about Chinese e-commerce company …
See MoreRevenue recognition: Are you in denial?
After more than a decade in the making, the FASB and the IASB finally issued new revenue recognition rules. Now if the boards needed that kind of a runway, how hard will it be for companies to implement? This is what manag…
See MoreRed flags in the finance org: The one simple question every new CFO should ask
So you just walked through the doors as the new CFO. You’ve already met the key players, you understand your role, and you have a pretty good understanding of the company. Only when you become part of the company can you…
See MoreWhat to do if you’ve been in denial about the new COSO framework
Regulators are not requiring companies to follow the new COSO framework even though the 1992 version is being retired later this year. While we encourage companies to adopt the new internal control framework and most of th…
See MoreUnearthing revenue and expense opportunities through SOX
It is easy to see why, after Sarbanes-Oxley became law in the early 2000s and internal-control testers and reviewers became sought-after professionals, that the demand for their talents sometimes went to their heads. From …
See MoreWhy an underfunded finance team is risky business
In a new small company, all the focus — and funds — tend to be on the development side, where the company’s product or service gets fine-tuned for the marketplace. The finance organization as a support function is of…
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