Practical insights on the financial stuff you need to know — so you can stop worrying about it and get back to what you're actually good at.
Create investor-ready financial projections with driver-based forecasting, scenario planning, and realistic assumptions. Learn revenue modeling, expense forecasting, and cash flow projections that banks and investors actually trust.
Master burn rate calculation, runway forecasting, and cash extension strategies for startups. Learn gross vs. net burn, benchmark your burn multiple, and implement proven tactics to extend your runway without raising capital.
Implement segregation of duties, approval workflows, and fraud prevention controls without slowing operations. Learn which financial controls to prioritize at each growth stage from $1M to $50M revenue.
Master revenue recognition, deferred revenue tracking, and profitability analysis for agency retainers. Learn when to recognize revenue, how to track scope creep, and calculate true client profitability on monthly retainers.
Compare full-time controller costs ($120K-$180K total) vs. fractional controller services ($2K-$7.5K/month). Learn when each option makes sense based on company size, complexity, and growth stage.
Master CAC, LTV, payback period, and LTV:CAC ratio to build a profitable SaaS business. Learn how to calculate, benchmark, and optimize the unit economics that determine your company's viability.
Learn how to calculate utilization rates, track realization, and optimize team capacity for 20-30% higher agency profitability through better resource management.
Discover the 10 signs you've outgrown your bookkeeper and need controller-level expertise: delayed financials, cash flow surprises, investor reporting gaps, and strategic questions unanswered.
Master small business financial reporting with this complete guide to Balance Sheets, P&L Statements, Cash Flow Statements, and management reporting packages.
Learn why SaaS cash flow forecasting differs from traditional businesses: prepaid subscriptions, negative cash conversion cycles, and growth-driven burn require specialized models.
Learn how to calculate true agency client profitability using fully loaded costs, overhead allocation, and project-level analysis. Stop subsidizing unprofitable clients.
Discover what a fractional controller actually does beyond bookkeeping: financial reporting, budgeting, forecasting, KPI dashboards, and strategic financial guidance for $1M-$10M businesses.
Master SaaS revenue recognition under ASC 606 with this practical guide. Learn when to recognize revenue, handle multi-year contracts, deferred revenue, and avoid common mistakes.
Master agency bookkeeping with project-based accounting, time tracking, WIP management, and client profitability analysis. Stop losing money on unprofitable clients.
Master the monthly financial close process with this 5-day framework. Learn to close books faster, improve accuracy, and deliver financial reports on day 5.
Discover the SaaS financial metrics investors actually care about beyond MRR and churn. Learn to track CAC Payback, Net Revenue Retention, Magic Number, and Rule of 40.
Learn how agency project accounting tracks profitability by client and project using job costing, time tracking, and WIP management. Stop losing money on clients.
Compare fractional controller costs ($2K-$7.5K/month) versus full-time hiring ($212K+ first year). See when each makes sense and calculate 3-year savings.
Clean up messy QuickBooks in 14 days with this systematic framework. Fix duplicate transactions, reconcile accounts, and establish accurate financials.
SaaS accounting requires ASC 606 revenue recognition, MRR tracking, and deferred revenue management. Learn what services your startup needs and what to avoid.
Marketing agencies need specialized controller services for project accounting, client profitability tracking, and resource utilization. See what agency-specific financial management looks like.
Fractional controllers cost $2,000-$7,500/month vs. $150,000+ for full-time. See pricing tiers, cost comparisons, ROI analysis, and when fractional makes sense for your business.
Compare fractional and full-time CFOs: costs, benefits, when to hire each. Make the right decision for your business stage and budget.
Master the financial metrics that matter. Learn which KPIs to track, how to calculate them, and what benchmarks indicate business health.
Demystify financial statements. Learn to read income statements, balance sheets, and cash flow statements to make better business decisions.
Learn how to create accurate cash flow forecasts to avoid the #1 reason businesses fail. Step-by-step framework with templates and examples.
Discover when your business needs a bookkeeper, controller, or CFO. Compare roles, costs, revenue milestones, and learn about fractional alternatives.
Learn how contribution margin helps you make better pricing decisions, evaluate product profitability, and determine your break-even point.