Accounting Tools

NOVEMBER 6, 2023

IPO Bridge Financing Another variation is when bridge financing is used just prior to an initial public offering. In this case, the funds are needed to pay for the cost of the IPO. Once shares have been sold as part of the IPO, the financing is immediately paid off.

Corporate Finance 40

Corporate Finance Accounts Receivable Accounts Receivable Account Receivables 40

Accounting Tools

APRIL 13, 2023

This agreement is usually enforced as part of an initial public offering (IPO), and expires anywhere from three to 12 months later. A summarization of all lock-up agreements is included in the prospectus that is issued to the investment community as part of the run-up to an IPO.

Accounting 40

Accounting Accounting 40

Blake Oliver

FEBRUARY 6, 2024

As GrubHub rapidly expanded to become a unicorn (a startup worth $1 billion or more), Brandt scaled systems and controls, evolving from lone accountant to accounting infrastructure builder, eventually leading the startup's ascent to IPO as the chief accounting officer not once, but twice!

Accounting 52

Accounting Accounting QuickBooks Auditing 52

Accounting Tools

MARCH 25, 2023

A follow-on offering involves a secondary sale of shares after a company’s initial public offering (IPO) has been completed. The share price of a follow-on offering is usually set at a small discount to the current market price of the shares that were sold in the issuer’s IPO. This is known as a non-diluted offering.

Corporate Finance 40

Corporate Finance Accounting Accounting 40

Accounting Tools

JUNE 18, 2023

Second, the resulting public entity has not yet raised any money, as would have been the case with an initial public offering (IPO). Given the issues just noted, reverse acquisitions tend to be used by smaller organizations that cannot afford a full IPO.

Accounting 40

Accounting Accounting 40

Jetpack Workflow

SEPTEMBER 1, 2023

Podcast Summary David and Tejal have a vast conversation about all things business inception and building infractrues to IPOs and venture capital exits. Lastly but certainly not least, M&A conversations could lead to IPO preparation and so on. Learning that good business really does speak for itself.

CPA 59

CPA Auditing Accounting Accounting 59

Earmark Accounting Podcast

NOVEMBER 16, 2022

Thanks to our sponsor, Avise!

QuickBooks 52

QuickBooks CPA Accounting Accounting 52

Counto

MAY 4, 2024

Intellectual Property Protection: Safeguarding your innovative educational tools and content through IP rights registration with the Intellectual Property Office of Singapore (IPOS) is crucial for maintaining competitive advantage and integrity. ~ At Counto, we prioritise your savings and efficiency over hefty fees.

Tax 52

Tax Accounting Accounting 52

Accounting Tools

AUGUST 2, 2023

Initiate an Initial Public Offering If the company is large enough, it is possible to take the company public via an IPO. This approach is generally not recommended, given the difficulty of the IPO process. However, the business may be radically altered by the new owners, which could result in a large number of layoffs.

Collections 40

Collections Tax 40

Counto

MARCH 23, 2024

Nature of Business: Complexity of transactions and business model. Cost Considerations: Evaluate transition expenses and long-term implications. Lender Requirements: Ensure compatibility with financial institutions’ preferences.

Financial Reporting 52

Financial Reporting Accruals Financial Statements Corporation Tax 52

Cloud Accounting Podcast

NOVEMBER 19, 2021

There's a ton of techy accounting app news, including Expensify's IPO, Xero's Square of Locate Inventory, Toast earnings, and new feature releases from Bill.com, Melio, and Relay Financial. We'll also discuss Legal Zoom's acquisition of Earth Class Mail, and inspect funding rounds by Wrapbook, ZenWork, and Knowify.

Accounting 40

Accounting Accounting XERO Payroll 40

Counto

JANUARY 6, 2024

Exit Strategies When planning for the future, consider exit strategies such as mergers, acquisitions, or initial public offerings (IPOs). They address important issues like voting rights, share transfer restrictions, and dispute resolution mechanisms.

Tax 52

Tax Accounting Accounting 52

Cloud Accounting Podcast

SEPTEMBER 21, 2021

[link] 27:30 – 'Love & Hip Hop: Atlanta' Star Gets 17 Years In Prison For PPP Loan Fraud Case [link] More PPP Fraud News: Texas wedding planner sentenced after misusing more than $1.5M

Payroll 40

Payroll Accounting Accounting 40

CloudZero

JUNE 13, 2019

Recent headlines surrounding big-name IPOs, such as that of Slack and Lyft , have highlighted the very real costs of operating in the cloud. Companies like these are on the hook to pay AWS and other public cloud vendors tens or hundreds of millions of dollars every year, just to run their services.

40

40

Accounting Tools

AUGUST 27, 2023

The SEC staff is in absolutely no hurry to assist a company with its IPO; consequently, this question-and-answer process may require a number of iterations and more months than the management team would believe possible. The SEC is allowed 30 days for each iteration of its review process. Overallotment.

Collections 40

Collections Financial Statements Accounting Accounting 40

Counto

JANUARY 2, 2024

The Intellectual Property Office of Singapore (IPOS) oversees these rights. Intellectual Property Rights Securing patents, trademarks, and copyrights is crucial for businesses in technology, creative arts, and innovation sectors. The Application Process Understanding how to apply for licenses and permits is vital.

Financial Statements 52

Financial Statements Financial Services Accounting Accounting 52

Nanonets

MARCH 20, 2024

Bank loans, investor funding, IPOs; if there’s one thing business leaders are familiar with, it’s the challenge of securing access to funds when their organization needs them most. So, how can entrepreneurs and business leaders make the most of the funds in front of them?

Accounting 52

Accounting Accounting AP Invoicing 52

Cloud Accounting Podcast

JUNE 28, 2023

The firm agreed to pay the SEC $10 million in fines for widespread failures in its audits. [link] Accounting Mistake Caused Pentagon to Overestimate Cost of Weapons Sent to Ukraine by $6.2B - CPA Practice Advisor [link] I'm a Small Business Owner.

CPA 52

CPA Tax Bookkeeping Auditing 52

Cloud Accounting Podcast

DECEMBER 16, 2019

California can’t account for its cash | Forbes 26:46 – Oracle may have missed the earnings mark , but the cloud gives them a silver lining | CFO 28:17 – Bill.com’s IPO is winning! | billion accounting system that still doesn't work, Oracle results, Bill.com's IPO, who you should tip during the holidays, and more!

CPA 40

CPA Payroll QuickBooks XERO 40

IMA's Count Me

OCTOBER 16, 2022

This is yet another podcast where I learned a ton, like how the rise of electronic stock training essentially shut down IPOs and equity stock market access for businesses worth less than $50 million. Now, the other function that most people are, are familiar with is the initial public offering market, the IPO market.

Financial Reporting 40

Financial Reporting CPA Management Accounting Accounting 40

Cloud Accounting Podcast

APRIL 22, 2019

Leave us a review and we’ll read it on the air. 02:32 -- Visor , the $99 app-based online tax service, did NOT have a great busy season. David’s got all the sordid details in a detailed LinkedIn article.

Computation 40

Computation CPA Accounting Accounting 40

Accounting Tools

AUGUST 28, 2023

IPO Valuation A privately-held company whose owners want to sell it can wait for offers from potential acquirers, but doing so can result in arguments over the value of the company. The influencer price point has nothing to do with valuation, only the minimum return that key influencers are willing to accept on their baseline cost.

CPA 75

CPA Collections Accounting Accounting 75

Cloud Accounting Podcast

OCTOBER 6, 2019

WeWork's failed IPO is proof that the free market system work |AIER 35:18 – Numbers don't really lie. 32:36 – Are CPAs losing faith in the US economy? AICPA 34:18 – Check out Sean Stein Smith's take on blockchain and accounting in episode 36 ] 35:05 – Cause for celebration ?

CPA 40

CPA Bookkeeping Accounting Accounting 40

Cloud Accounting Podcast

JANUARY 27, 2022

[link] Crypto firms gear up for battles over new rules in Washington | Accounting Today [link] 35:06 – Eric Adams, a Bitcoin Booster, Is Taking First Paycheck in Crypto [link] 35:51 – IRS begins requiring new ID system for accessing online accounts | Accounting Today [link] IRS will require taxpayers to sign up with ID.me

Billing 40

Billing Tax Accounting Accounting 40

Cloud Accounting Podcast

MAY 5, 2021

We'll hit on the brief but heart-stopping QuickBooks Online Payroll outage, how Expensify is filing for an IPO, acquisitions, and raises, including the Stripe acquisition of TaxJar, and Brex's $425 million raise. Then, we move on to copious amounts of app news. We've got updates from Xero, and Square, and more!

Auditing 40

Auditing QuickBooks XERO Deposits 40

Cloud Accounting Podcast

JUNE 22, 2018

Stories in this episode: Last week’s IPO, Avalara, is today’s big winner in internet tax rally — Accounting Today — Shares in the sales tax management firm rose as much as 32 percent after Wednesday’s ruling, extending gains to more than double since its public debut last week.

Tax 40

Tax Collections Accounting Accounting 40

Billing Platform

SEPTEMBER 14, 2023

ASC 606 compliance ensures that your company complies to IPO regulatory requirements. Staying in compliance helps build trust with stakeholders, ensures there are no discrepancies between reported earnings and cash flow, and provides the accurate data needed to make informed pricing strategy decisions.

Billing 98

Billing Collections Reconciling Auditing 98

Cloud Accounting Podcast

NOVEMBER 26, 2019

Fortune 13:02 – Sage Full Year 2019 – The numbers are in!

Bookkeeping 40

Bookkeeping CPA AR Payroll 40

Cloud Accounting Podcast

JUNE 17, 2021

24:07 – Microsoft Excel Esports Tournament Is Real And Actually Happening [link] 28:15 – Osome raises $16M to automate repetitive accounting tasks [link] 29:35 – Corporate services “superapp” Osome lands $16M Series A [link] Super app for SMEs Osome raises $16 million [link] 31:00 – Pennylane raises $18.3

Microsoft Excel 40

Microsoft Excel Billing XERO CPA 40

Cloud Accounting Podcast

OCTOBER 28, 2021

You can hear the whole interview here: [link] 15:00 – NetSuite Announces SuiteBanking, the First Cloud ERP to Integrate Fintech into a Unified Suite [link] 24:00 – We’re talking about Kevin O’Leary’s SuiteWorld keynote, and the three things CAP listeners need to hear — elevator pitch, proven track record, and know your numbers 27:53 – New rules (..)

XERO 40

XERO QuickBooks Tax Accounting 40

Cloud Accounting Podcast

AUGUST 19, 2019

Accounting Today 35:14 – “We” is getting people Worked up over their IPO, some wonky financials, and their standard operating procedure | LinkedIn Get in Touch Thanks for listening and for the great reviews! | Journal of Accountancy 30:29 – The high cost of being an ethical, and skilled auditor – an eight-percent reduction in fees?

CPA 40

CPA Bookkeeping XERO QuickBooks 40

Cloud Accounting Podcast

JULY 1, 2019

Facebook announced a new cryptocurrency, B2B IPOs are triggering investor zeal, a disappointing percentage of firms are taking advantage of videoconferencing tech, we have a couple of podcast recommendations, the CMA is growing like crazy, Pilot plans to bring 450 jobs to Nashville, Freshbooks has a new Retainers feature, and much, much more!

CPA 40

CPA QuickBooks XERO Bookkeeping 40

Cloud Accounting Podcast

JUNE 24, 2021

Call us at 202.695.1040! 18:40 – We’ve got voicemail! Thank you Chris, from Guam!

CPA 40

CPA Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

DECEMBER 21, 2019

Some traders think so | Quartz Actual article title: “Why Bill.com’s stock is soaring, while other IPOs sink” 09:27 – Are there any reasons to avoid buying up Bill.com shares ? 06:05 – Bill.com’s best share price , according to Jim Cramer | CNBC 07:03 – Is there an acquisition in Bill.com’s future?

XERO 40

XERO QuickBooks Payroll Tax 40

Cloud Accounting Podcast

DECEMBER 10, 2019

We hash out costs v. benefits | Accounting Today 27:30 – Want to boost your firm’s productivity? Here’s one way | Business Insider 29:08 – Some thought food to chew on from the Zapier Remote Work Report | Zapier 32:07 – Don’t stand so close to me!

Accounting 40

Accounting Accounting XERO QuickBooks 40

IMA's Count Me

OCTOBER 10, 2021

Keep listening as you will now hear from Claire Chandler with Adam Larson. Adam: (00:55) So Claire, according to stockanalysis.com, I was reading that there have been over around 703 IPOs in the US stock market in 2021 as of around mid August, which is when we're recording this, which is 331% more than the same time in 2020.

Accounting 40

Accounting Accounting 40

IMA's Count Me

AUGUST 22, 2021

But it still seems like it's going strong and you're still also seeing even the traditional IPO market go strong. And, the second point he raised, which I think has always been something that's been a focus is, just generally speaking the efficiency of the vehicle and whether, you know, is how it compares to traditional IPO.

Financial Reporting 40

Financial Reporting Auditing Accounting Accounting 40