E78 Partners

NOVEMBER 12, 2024

By proactively managing your “prepared by client” (PBC) list, you can structure documentation to align with audit testing phases – as mentioned in our previous post , preparing for a financial audit. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

E78 Partners

NOVEMBER 12, 2024

By proactively managing your “prepared by client” (PBC) list, you can structure documentation to align with audit testing phases – as mentioned in our previous post , preparing for a financial audit. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

E78 Partners

NOVEMBER 12, 2024

By proactively managing your “prepared by client” (PBC) list, you can structure documentation to align with audit testing phases – as mentioned in our previous post , preparing for a financial audit. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. 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

BlueLight

MAY 1, 2020

Early-stage startup: Focused on finding product market fit, limited financial information to work with. The CEO outsources accounting to a third-party accounting firm and may conduct simple FP&A. The Controller is responsible for accounting and financial reporting.

Financial Planning and Analysis (FP&A) 52

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

Centage

DECEMBER 21, 2023

hours for every report On-the-fly what-if scenarios 2-3 days per model Model major changes in hours >2 days for every what-if scenario “Prior to Centage I’d have a spreadsheet with 20 tabs, all of which were linked to a GAAP-based P&L on the first tab.

Budgeting 52

Budgeting GAAP Forecasting CFO 52

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52