Insights
Expert insights on financial strategy, planning, and operations for growing companies.
How to Communicate Financial Results to Non-Finance Stakeholders
The best financial analysis in the world is worthless if nobody understands it. We’ve watched CFOs present 40-slide decks full of detailed waterfall charts and variance tables to a room...
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When Your Startup Needs Its First Audit (And How to Prepare)
Nobody gets excited about audits. But for growing companies, your first audit is often a requirement — triggered by a fundraise, a large contract, or hitting a revenue threshold. Preparing...
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The CFO’s Role in Pricing Strategy
Pricing is the highest-leverage decision in your business. A 10% price increase on the same volume drops straight to the bottom line. Yet most companies set prices once and never...
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What VCs Look for in Your Financial Due Diligence
You’ve gotten a term sheet. Congratulations. Now comes the part where deals actually die: financial due diligence. Here’s exactly what VCs and their diligence teams examine — and what makes...
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Chart of Accounts: How to Set It Up Right the First Time
Your chart of accounts is the foundation of every financial report you’ll ever produce. Set it up wrong and you’ll spend months reclassifying transactions before every board meeting, audit, or...
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The Hidden Cost of Delaying Financial Infrastructure
“We’ll fix our financial systems after the fundraise.” We hear this constantly. It’s like saying you’ll learn to swim after you jump in the ocean. Companies that delay building financial...
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How to Prepare for Year-End Close (Without the Panic)
Every December, companies scramble. Accruals need posting, fixed assets need reviewing, prepaid expenses need adjusting, and the bookkeeper is on vacation. Year-end close doesn’t have to be a crisis —...
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Why Your Financial Model Needs Scenario Analysis
A financial model with one scenario is a guess. A model with three scenarios is a strategy tool. Here’s why scenario analysis separates sophisticated operators from wishful thinkers. The Three...
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How to Hire Your First Finance Team Member
Most founders make the same mistake: they hire a junior bookkeeper when they need a senior accountant, or they hire a controller when they need a CFO. Getting your first...
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The Real Cost of Bad Financial Data
Bad financial data doesn’t just cause embarrassment in board meetings. It has a quantifiable cost — and it’s usually much higher than companies realize. Direct Costs Mispriced products due to...
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Revenue Recognition Mistakes That Sink Startups
A SaaS company booked a $240K annual contract as revenue the month it was signed. Their P&L looked amazing. Their bank account told a different story — the customer was...
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Budget vs. Forecast: What’s the Difference and Why It Matters
“What’s our budget for Q3?” and “What’s our forecast for Q3?” sound like the same question. They’re not. Confusing the two leads to bad decisions, missed targets, and frustrating board...
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