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Recent Portfolio Management & Accounting System Inquiries

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Accounting Software Product Support Research

Our firm is looking to do multiple paid phone consultation with experts who has experience in handling client relations and back-office operations for an ai - accounting software such as scalefactor, pilot, and botkeeper. We would like to better understand the customer or client support services of these products. This would be for a 1-hour paid phone consult. Please respond with a few short statements to the questions below. 1. Can you share your insights on customer care and after-sales services of a business intelligence software such as scalefactor, pilot, and botkeeper? Please answer briefly. 2. What is the extent of your experience on customer support and back-office operations for accounting software? 3. Have you dealt directly in resolving customer questions, accounting errors and process any manual work for front or back end client support for the software mentioned?

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    Harold |Partner / Chief Operations Officer

    1. Yes I can share insights on customer care and after sales services for ScaleFactor. 2. Extensive....

    1.3 Hours Later
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    Christopher |Director Of Revenue

    Happy to discuss my experience with customer care, customer support, problem resolution with AI-driv...

    1.5 Hours Later
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    Jack |Global Solutions Manager

    1. Can you share you insights on customer care and after sales services of a business intelligence s...

    1.6 Hours Later
+11 Other Responses
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Financial Services Technology Software Study

We are looking to speak with multiple experts that are knowledgeable on financial services software solution that will help to accomplish integrating data from multiple sources to build a unified data layer. This is a paid 30 to 45 minute phone interview **please note that we are only interested in your expert opinion and are not seeking any confidential information. All information you provide will be handled in strictest confidentiality and will be used for research and classification purposes only. Kindly respond to the question below as to your relevance in this space. 1. Have you recently participated in the evaluation of new software or technology to accomplish integrating data from multiple sources to build a unified data layer? Yes/no

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    Ankur |VP Cloud Architecture | Sales & Marketin

    15+ years of fintech & financial *****ytics experience. Worked with major financial firms. Built...

    40 Minutes Later
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    Harry |Technology Sourcing Manager

    Hi, I have been involved in a couple of projects that may be *****uding the production of a s...

    41 Minutes Later
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    Stephen |Project Executive and Sr Director Global

    I currently run client engagements for major financial institutions for this exact scenario. I am a...

    47 Minutes Later
+187 Other Responses
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Accounting/erp Software Resellers

We are looking to speak with executives who can explain how a reseller decides which software to sell and how they view their business’s relationship with the company who actually designs the software. This is for a 1-hour paid phone interview. **please note that we are only interested in your expert opinion and are not seeking any confidential information. All information you provide will be handled in strictest confidentiality and will be used for research and classification purposes only. Kindly respond to the questions below as to your relevance in this space. 1. Does your company provide accounting, payroll, or inventory management solutions? A. Yes – please explain b. No 2. Does your company sell these solutions into the construction and manufacturing industries? A. Yes b. No 3. Does your company sell these solutions to clients with ~25-300 employees? A. Yes b. No 4. Are you familiar with the needs and buying process among customers in this space? A. Yes – please elaborate b. No 5. Are you familiar with how your company selects which solutions to sell? And the partnership between your business and the companies who designs the software? A. Yes- please elaborate b. No 6. What is your current role?

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    Henry |Sr. Advisor - Cloud Architecture

    Sure. I'd love to share the decision making process while so many top software to choose from. The ...

    6.3 Hours Later
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    Mitch |Global VP of B2B Division

    1 - a. -yes, we do ***** ***** financial and accounting software packages a...

    6.4 Hours Later
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    Dennis |Vice President - Applications Developmen

    1. Does your company provide accounting, payroll, or inventory management solutions? a. Yes – Orac...

    21 Hours Later
+34 Other Responses
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Selection Of Accounting Software In Manufacturing & Construction

We’re looking to speak with multiple decision makers or individuals in the manufacturing or construction industry who are involved in the selection and purchase of new accounting software. This is for a 1-hour paid phone interview. **please note that we are only interested in your expert opinion and are not seeking any confidential information. All information you provide will be handled in strictest confidentiality and will be used for research and classification purposes only. Kindly respond to the questions below as to your relevance in this space. 1. Are you a decision-maker in the selection and purchase of accounting software? If not, are you involved in the decision making process? 2. When was the last time you were involved in the purchase of new accounting software?

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    Joshua |CFO/COO

    "1. I am the decision maker. 2. 2019"...

    5.6 Days Later
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    Steven | Chief Financial Officer

    "Are you a decisionmaker in the selection and purchase of accounting software? If not, are you invol...

    5.6 Days Later
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    Luke |Chief Financial Officer

    "1. construction 2. 450 3. CFO 4 yes 5. 2 years ago and now"...

    5.6 Days Later
+140 Other Responses
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Accounting Analytics

Role summary working on accounting-related and business consulting projects to translate business and accounting requirements into technical solution specifications. Client/project requires u.S. Citizenship. Role description degree preferred: bachelor's degree or master's degree in management information systems, engineering, accounting, computer science, mathematics, finance, economics, statistics, mba from an accredited college/university. Certification(s) preferred: database and programming certifications, such as oracle, ms sql server; cpa; and/or pmi. Certified fraud examiner is a plus. Knowledge preferred: proven knowledge of, and/or success in individual contributor or supervisory roles relating to data analytics, forensic accounting and/or financial reporting, preferably for a global network of professional services firms, including the following areas: - supervising or leading work streams involving business transactions management, such as divestitures, mergers and acquisitions; - performing in or maintaining relational and nosql databases, especially utilizing one or more of the following environments: data visualization tools - tableau; spotfire, qlikview, etc., microsoft sql, oracle, informatica; or, vba or python; - performing in erps, especially multiple business and accounting cycles, financial reporting activities, and data models; - understanding industry-specific business processes and accounting practices, such as technology, healthcare, oil and gas, utilities, etc.; and, - consulting or helping to manage industry-related data analytics and/or financial management, emphasizing multiple business and accounting cycles. Skills preferred: demonstrates a thorough level of ability in and/or proven record of success with data analytics, forensic accounting and/or financial reporting, preferably for a global network of professional services firms, including the following areas: - managing multiple workstreams and competing priorities in a rapidly growing, cross-functional, fast-paced, interactive, results-based team environment; - leading teams on accounting-related and business consulting projects to translate business and accounting requirements into technical solution specifications; - creating, managing, and utilizing high performance relational and nosql databases, such as microsoft sql server, oracle, microsoft access, olap and other proprietary software; - gathering, standardizing, and analyzing voluminous transactional electronic data, such as banking records, general ledgers, sales and inventory data, etc.; - querying and mining large data sets to discover transaction patterns, examining financial data and filtering for targeted information that utilize both traditional and predictive/advanced analytic methodologies; - designing and developing user interfaces and database reports; - communicating cogently when writing, speaking and/or presenting to senior management, client personnel, compliance personnel, and team members; and, - contributing to project management, including maintaining work plans, status reports, and client-ready deliverables. Role requirements required skills sql server pl/sql accounting information systems tableau cpa database analysis years of experience 3-5 years

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    Nan |President and Founder

    Hello, I am pleased to reply to your request for an Accounting contractor. I'd like to start by sa...

    5.7 Hours Later
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    Rossano |International Business Consultant and Ac

    My name is Dr. Gerald and Cover is listed below: I am the founder and CEO of RVG *****...

    6.9 Hours Later
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    Mark |Sr. financial analyst

    16 March 2016 Mark S. Setar 1040 Woodridge Drive Canonsburg, Pennsylvania ***** ***** (H) 72...

    6.9 Hours Later
+9 Other Responses
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Accounting Software Provider For Small Business

Our client would like to speak with multiple salespeople from accounting software providers who can speak on multiple accounting software and the differentiation in terms of core accounting, customization, income/invoice, and reporting/insights. They are aiming to better understand and identify the features, differentiation, and strengths/weaknesses of different accounting software. This is a 1-hour paid phone consultation. If open to participating, please provide a brief answer to the question below: what experience do you have in this space? Please explain briefly. Please note that we are only interested in your personal point of view and are not seeking confidential information. Referrals are highly appreciated

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    Tony |Advisory Supervisor

    I currently work with small to medium sized businesses who are looking to convert their systems over...

    1.1 Hours Later
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    Christopher |Director of Financial Transformation

    I have 15 years of experience in the accounting software industry and I am an active CPA. I am curre...

    1.2 Hours Later
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    Brad |Chief Financial Officer & Chief Administ

    I am a consultant to SMB's in US, Canada and UK familiar with QBO and Xero. MBA CPA with 30+ years ...

    1.3 Hours Later
+29 Other Responses
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Real Estate Accounting And Management Software

Global strategy consulting firm looking for experts on commercial real estate accounting and management software. We are happy to arrange a fee for your time dependent on experience. We are a global strategy consulting firm specialising in the consumer, b2b, media and technology sectors, and as part of a current project are looking to speak to experts with knowledge of the commercial real estate management software industry in at least one of the following markets: uae / eastern europe / uk / australia / china / brazil / singapore / hong kong we are interested in finding out more about: current market trends and the positioning of different software providers in the market the key functionality that the software needs to deliver to customers and how this differs by geography and market segment go-to-market strategies used by software providers and the challenges of operating in different international markets we would be particularly interested to speak to former employees of real estate software providers, such as yardi, qube global software, manhattan software, archibus and ss&c. Your name and your organisationãƒâƒã‚â¢ãƒâ‚ã‚â€ãƒâ‚ã‚â™s name will not be included in the research findings and we are not interested in any confidential or proprietary information. If you think you can provide some helpful insight on these areas, and would be willing to schedule a 30 minute ãƒâƒã‚â¢ãƒâ‚ã‚â€ãƒâ‚ã‚â“ 1 hour call, we would be very grateful, and happy to provide a fee dependent on experience. We look forward to hearing from you.

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    Gary |Principal / Broker

    I would be happy to help. I am a commercial broker and previous director of global real ***** T...

    1.9 Hours Later
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    Ivaylo |civil engineering and road and rail е

    I would be happy to help. I am an civil engineer....

    14.9 Hours Later
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    Joseph |Executive Managing Director

    I own a CRE advisory firm, have more than 30 yrs experience in the industry and am familiar with all...

    2.8 Days Later
+5 Other Responses
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Accounting And Business Management Software

We are looking for multiple decision-makers in the us who are responsible for purchasing the business management software for their organization or company. We would like to develop a deeper understanding of the customer buying journey. This is for a 1-hour paid phone interview. **please note that we are only interested in your personal point of view and are not seeking confidential information. ***referrals are highly appreciated kindly respond to the questions below in relevance to your experience in this space. 1. In what industry are you currently employed? 2. What is your current role? 3. How many full-time employees work for your company? 4. In the past two years, have you served as a primary decision-maker in the purchase of accounting or business management software? Please explain.

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    Lawrence |Group Applications Director

    1. Wholesale Industry 2. Head of IT 3. 250+ 4. I have recently (last six months) as the primary deci...

    3 Hours Later
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    Sean |Deputy CIO

    I have been the final decision make for public sector county for the last 17 years....

    3.3 Hours Later
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    Nirkant |Senior Director

    Deep expertise in accounting and business management software....

    3.6 Hours Later
+55 Other Responses
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Fatca Compliance Software In The Us

We are looking to understand efficient adoption of fatca compliance software for a financial institution which is based in the us. The utility of the software is expected to be for basic identification, classification and reporting of approximately 6000 customers per year who doesn’t have a us tax id or ssn. 1. What are the pricing models like subscription-based, per customer based etc. That are used by the financial institutes to procure off-the-shelf fatca compliance software/tool? 2. What would be approximate average pricing for off-the-shelf fatca software/tools? (considering data processing of approximately 6000 customers per year) 3. How would the pricing differ in case of customization in software/tools as per the organization’s requirement? What are the important factors that would impact pricing and at what scale would the pricing differ, if the software/tool needs some customization? 4. What are the engagement best practices: do the organizations pay for licenses on an on-going basis, yearly or on a multi-year basis? Thanks,

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    Gina |EEI Chair

    Client Project Profile Abstract: Financial institution: US Based - INDUSTRY: FinTech/Finance/Bankin...

    3.7 Days Later
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    DAVE |VP Sales and Partnerships

    I regret that I am not that familiar with FATCA, sorryl ...

    6.3 Days Later
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    Erik |Zintro Expert

    I regret that I am not familiar with FATCA, sorry....

    14.8 Days Later
+4 Other Responses
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Accounting Software For Small Business

Our client would like to speak with multiple sales people from accounting software providers who can speak on multiple accounting software and to learn about pricing, contract terms and support teams (sales, marketing, customer support, operations, etc.) among competitors. They are aiming to better understand the differentiation in prices, length/terms of contracts, and roles of support teams. This is a 45-minute paid phone consultation. If open to participating, please provide a brief answer to the question below: does your company provide accounting, payroll, or inventory management software/solutions? Please explain briefly. Please note that we are only interested in your personal point of view and are not seeking confidential information. Referrals are highly appreciated

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    Christopher |Director of Financial Transformation

    Yes, Aptean provides software that provides, Enterprise Resource Planning (ERP), Enterprise Asset Ma...

    11.8 Hours Later
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    Wayne |Chief Financial Officer

    I have years of writing on (computer mags) and working with accounting/ERP/WMS software systems. I ...

    11.8 Hours Later
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    New |CEO

    36 years in the industry, most ***** a senior position at Xero....

    12 Hours Later
+17 Other Responses
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Financial Accounting

I need an expert with an accounting background to review the due diligence undertaken by an accountant in connection with the sale of a business and provide an expert report and possible testimony as to whether the accountant who performed the due diligence was careless and/or not thorough in doing the due diligence and should have been able to determine some adverse financial information.

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    Richard |Financial Controller

    I am a Chartered Accountant and have an MBA in Finance. I have also performed company ***** ...

    7 Minutes Later
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    ABHISHEK |PARTNER

    We are a firm of chartered accountants having experience of carrying out several due diligence assig...

    9 Minutes Later
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    Sabeeh |Accountant

    I can do this, l have helped multiple clients to buy businesses...

    14 Minutes Later
+30 Other Responses
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Accounting Advisory Services

We are looking for multiple decision makers who are responsible in the evaluation or purchase of accounting advisory services (e.G. Ipo readiness, mergers and acquisitions, accounting standards, or assurance and financial reporting). We are interested to speak with executives or c-suite level in the following industries: - technology - media/telecom - hospitality and leisure - private equity - insurance - banking - life sciences - cannabis this is a paid 45-minutes phone consult. Please provide a brief summary of your experience or a short answer to the space below: 1. Has your firm engaged for tax, audit or consulting services in the past two years?

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    Christopher |Director Of Revenue

    Happy to discuss. I was involved in various advisory services projects at global technology firm, En...

    12.4 Hours Later
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    Daniele |Chief Operating & Financial Officer

    Yes we engaged professionals both for ordinary audit and tax activity and for m&a purposes....

    14.3 Hours Later
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    John |

    I am a VP of *****unting for a fortune 500 Global IT distribution company, We have engaged...

    14.4 Hours Later
+145 Other Responses
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