Category: Tips & tools

Year-end heads-up: don’t let equity issues take you by surprise at audit time

December 31 is fast approaching. Can audits be far behind? Every year as we help our clients maneuver through the audit process, it seems that one of the areas that can cause significant difficulties is equity. It’s not …

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Will your equity compensation strategy take you from start-up to exit?

RoseRyan, along with the Melita Group, is presenting a free breakfast seminar, “Equity compensation: end-to-end strategies for private companies,” on October 30 in Palo Alto. Your equity compensation plan’s design an…

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Credit risk: a few easy steps can prevent major headaches, even extinction

Entrepreneurs are constantly setting up companies as new business opportunities arise. It’s called innovation, and that’s what Silicon Valley is all about. VCs put their money into these companies to help them grow wit…

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Do you know where your passwords are?

Keeping track of a zillion passwords and user IDs is a fact of working life, made even more complicated by all the devices we use. Because I work with different clients it’s even harder, because that almost always requir…

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Need some sanity? Try managing your monkeys

How do you manage your monkeys? I ask that question often—of myself, my peers, my clients, my volunteer colleagues and even my 23-year-old niece. “Manage your monkeys” is my most frequently offered piece of advice, a…

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Tips for talent management that drives performance, reduces risks

With unemployment figures hovering in the 8 percent range and headline news of a slow economic recovery, it is hard to imagine there is a shortage of qualified accounting talent. And yet, in a recent survey by Robert Half …

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Team leadership: a key ingredient in the CFO sauce

I’ve read a number of articles lately regarding what makes a great CFO. They list key attributes, such as business acumen and the ability to lead the business with the management team, but one attribute that’s consiste…

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Don’t let the cloud rain on your parade

I hear a lot about the many virtues of moving to the cloud. There are a lot of reasons this makes sense—among other things, the cloud can provide greater efficiencies, reduce costs, enhance productivity, remove geographi…

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Make 2012 your best year ever

The new year is traditionally a time of looking forward and reflecting on changes you want to make in your life, taking stock of your current situation and setting new goals. The same concepts apply to your professional li…

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A clean financial model design leads to efficient forecasting

There is no fixed form for a financial model, as it is always tailored for the type of business, and various models serve different purposes. However, a good design that is easy to follow and allows smooth data flow has a …

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