Case Studies
Common Financial Challenges
Lack of Financial Visibility
Companies don’t have a clear picture of their cash flow, runway, or financial performance.
- They’re flying blind, often relying on outdated or incomplete reports.
- They can’t answer key questions like: “Can we afford to hire?” or “How are we tracking to plan?”
Messy or Outdated
Financial Systems
Books are inaccurate, processes are manual, and reporting is delayed.
- Teams are stuck reconciling errors instead of analyzing strategy.
- Often there’s no reliable month-end close or consistent reporting rhythm.
No Strategic Finance
Function
Financial decisions are reactive, not planned.
- There’s no forecasting, no performance benchmarks, and no financial model to guide decisions.
- Founders and CEOs are left making gut calls without the data to back them up.
Case Studies
Top-Down vs. Bottoms-Up vs. Historical Trends:
Ask any founder or CFO how to build a forecast, and you’ll...
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Every Dollar Is an Investment: How to Build ROI Into Operating Costs
Why founders and CEOs should stop thinking of accounting and finance as...
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