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.
Showing posts in Financial Operations (58 posts)
Clear filterLearn how to calculate gross margin for SaaS and service firms. Our guide includes formulas, benchmarks, and real-world examples to improve profitability.
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.
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.
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.
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.
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.
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.
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.
Discover what a fractional controller actually does beyond bookkeeping: financial reporting, budgeting, forecasting, KPI dashboards, and strategic financial guidance for $1M-$10M businesses.
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.
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.
Discover when your business needs a bookkeeper, controller, or CFO. Compare roles, costs, revenue milestones, and learn about fractional alternatives.