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.
Discover the top 10 sales forecasting methods with worked examples. Learn how to choose the right approach for your SaaS, agency, or e-commerce business.
What is a company controller? This guide explains their role, when to hire one, and how they build the financial foundation for sustainable growth.
Stop guessing your runway. Learn to build a thirteen week cash flow model that gives you the clarity to scale, fundraise, and navigate any market confidently.
Master revenue recognition in software industry with practical ASC 606 guidance, avoid pitfalls, and prep investor-ready financials.
Discover the top 9 accounts payable best practices for SaaS and agencies. Automate workflows, control spend, and improve cash flow with expert insights.
What is accounts receivable management? A guide for founders to master AR, optimize collections, and unlock trapped cash flow for sustainable business growth.
Master budget vs actual variance analysis to drive profitability and make smarter financial decisions. A practical guide for SaaS and agency leaders.
Discover how fractional cfo services drive financial leadership, ROI, and scalable growth. Learn pricing, ROI expectations, and how to hire the right expert.
What does a controller do? This definitive guide breaks down the role, key duties, and the exact moment founders of growing companies need to hire one.
Preparing for a sale or audit? Use our financial due diligence checklist for founders of SaaS, agency, and service businesses to get investor-ready now.
Confused about bookkeeper vs controller roles? This guide clarifies responsibilities, costs, and when to hire each to fuel your business growth.
Gain control with budget vs actuals insights to cut costs, improve forecasting, and fuel profitable growth.
Discover how automation of financial reporting can slash your close time, provide investor-ready financials, and give you the real-time data to scale.
Master your finances with our 13-week cash flow forecast guide. Learn how to build, analyze, and use this critical tool to drive sustainable growth.
Discover the best outsourced accounting services for SaaS, agencies, and e-commerce. Compare top providers to scale your financial operations and drive growth.
Is your financial data a mess? This guide to QuickBooks cleanup services explains the process, costs, and benefits of getting investor-ready financials.
Discover how bookkeeping services for small businesses provide the financial clarity needed to scale, secure funding, and make smarter growth decisions.
Download our nonprofit chart of accounts template. A strategic framework to organize funds, simplify grant reporting, and ensure audit-readiness.
Master fund accounting for nonprofits. Our guide covers restricted funds, reporting, and compliance to build donor trust and ensure financial stability.
Learn what is growth capital, how it differs from venture capital, and when to use it to accelerate your business's expansion and market dominance.
What is Series B funding? This guide covers the key metrics, investor expectations, and financial readiness needed to secure your next round and scale.
Master calculating year over year growth with our founder's playbook. Get actionable steps and real-world examples for SaaS, agencies, and e-commerce.
Stop guessing and start growing. Define operating budgets to gain financial clarity, control costs, and make data-driven decisions for your business.
Learn how to prepare for audit with our comprehensive guide for SaaS and service firms. Get timelines, checklists, and internal control tips for success.
Discover how to improve profit margins with our expert guide on pricing, cost control, and efficiency. Get actionable strategies for your growing business.
How to improve working capital: practical tips for SaaS and service firms to unlock cash, boost growth, and gain financial control.
Learn how to reconcile bank accounts with our guide for SaaS and service firms. Discover how to fix discrepancies and achieve financial accuracy.
Learn how improving accounts payable process can boost cash flow, cut costs, and reduce fraud with practical, founder-focused steps.
A practical guide to diagnosing and solving cash flow problems in small business. Learn actionable tactics to stabilize your finances and drive growth.
Master cash flow projection to boost liquidity for SaaS and service firms. Learn a proven forecasting method to make confident decisions and fuel growth.
Master cash flow management for small business with this practical guide. Learn forecasting, working capital optimization, and strategies for profit clarity.
Unlock runway clarity with cash flow forecasting best practices. Learn 10 proven steps to optimize cash flow for SaaS, agencies, and growth.
13 week cash flow forecast: Learn to predict cash needs, cut surprises, and drive smarter growth for your business.
Build executive financial dashboards with leading and lagging indicators, real-time vs month-end metrics, and industry-specific KPIs. Learn which financial metrics CEOs should track daily, weekly, and monthly for informed decision-making.
Unlock a faster, more accurate close. Discover 10 month end close best practices for SaaS, agencies, and service firms to improve cash flow and reporting.
Month End Close Checklist Template: month end close checklist template for streamlined, investor-ready reporting.
Maximize R&D tax credits for software development, understand qualified research activities, calculate potential savings, navigate Section 174 capitalization, and claim federal and state R&D credits. A complete guide for SaaS and tech startups.
Master budget variance analysis, understand favorable vs unfavorable variances, investigate material differences, and communicate variance results to stakeholders. Learn when to reforecast, how to explain deviations, and improve future budgeting accuracy.
Learn how to prepare financial statements that attract investors and drive growth. A practical guide for startup founders on financial reporting.
Implement financial reporting best practices to accelerate your month-end close, secure funding, and drive growth. A guide for founders and finance leaders.
Master SaaS sales tax compliance, economic nexus thresholds, state-by-state taxability rules, and automation tools. Learn when to register, how to calculate tax, and strategies to manage multi-state tax obligations for digital products.
Master agency pricing models from hourly to value-based pricing. Calculate your true hourly rate, set retainer prices, determine project fees, and implement pricing strategies that maximize profitability while remaining competitive.
Unlock faster financial closes with financial reporting automation and gain clear cash flow visibility, investor-ready reports, and scalable insights.
Don't just survive your next audit—ace it. Our detailed checklist for auditors covers 8 critical areas for SaaS & service firms, from ASC 606 to controls.
Compare QuickBooks Online, Xero, NetSuite, and Sage Intacct for growing businesses. Learn when to upgrade, integration requirements, true cost of ownership, and migration strategies from basic to enterprise accounting systems.
Create investor-grade financial reports, board deck packages, and monthly updates that build trust and demonstrate progress. Learn KPI dashboards, variance analysis, and communication cadence that Series A-C investors expect.
A founder's definitive guide to profit and loss management. Learn to decode P&L statements, track key metrics, and implement strategies that drive real growth.
Learn to calculate and improve your asset turnover ratio. This guide offers actionable strategies for founders to boost efficiency and attract investors.
Master customer churn calculation, cohort analysis, and revenue churn tracking for SaaS. Learn early warning indicators, churn reduction strategies, and how to benchmark your churn rate against industry standards.
Understand what is a cash disbursement and why mastering it is critical. Learn how to implement controls that protect cash flow and fuel your company's growth.
Determine the right time and role for your first finance hire. Learn the revenue triggers, transaction volume thresholds, and capability requirements for hiring a bookkeeper, controller, or CFO—plus in-house vs. outsourced decision frameworks.
Our guide shows how actuals vs budget analysis reveals hidden cash flow opportunities and drives predictable growth for your business.
Calculate quarterly estimated tax payments, avoid IRS penalties, use safe harbor rules, and master Form 1040-ES. Learn when to pay, how much to pay, and strategies to minimize penalties for business owners and self-employed professionals.
A practical guide to calculating, understanding, and growing your annual recurring revenue. Learn the strategies investors trust to scale your business.
Understand Annual Recurring Revenue (ARR) vs Monthly Recurring Revenue (MRR), when to track each, how to calculate correctly, and what investors prefer. Learn normalization, conversion formulas, and common reporting mistakes.
Master WIP accounting, unbilled revenue tracking, and project profitability analysis for agencies. Learn how to manage overbilling, underbilling, and recognize revenue accurately for client projects.
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.