Category: Tips & tools

A 6-point internal control checklist for year end (yes, already!)

Many people say life speeds up as you get older. Maybe that’s why the year-end crunch seems to keep getting tighter. The end of Q3 is upon us and year end is right around the corner. While the company’s SOX testing may…

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On the road to IPO? 6 obstacles to avoid at all costs

All eyes are on you when your company goes IPO. Everyone, it seems, wants to know the company’s every move—its past results, its risks, its future projections. Working at a newly public company can make employees feel …

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A Silicon Valley viewpoint: How to ‘fail fast’ without failing miserably

I have always believed the following adage is true: “You don’t plan to fail, you fail to plan.” However, more recently in business, and especially fast-paced Silicon Valley, the mantra has been to “fail fast.” Ma…

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Coming up with a game plan for revenue recognition

Consider taking the new revenue recognition rules out for a spin. It could be a short test drive, with just a sample of current contracts sitting in the passenger seat so you can see how the changes feel and how drastic th…

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5 tips for audit prep: Set yourself up right and ace it

Getting your year-end audit completed can be an uphill slog or a fairly smooth process. Much of the outcome depends on the work you can put in ahead of the auditor’s visit. This may seem like an obvious point, but time a…

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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…

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What 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…

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4 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…

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The big impact of small business fraud, and some smart steps to prevent it

We often hear more about fraud at large companies because of the hefty price tags involved and the large number of investors who may be affected. But the sad fact is that when small businesses experience a fraudulent event…

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Master 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 …

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