FP & A.

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Articles

Forecasting Risk: How to Forecast Financial Unknowns

No business operates in a vacuum, absent of potential risks to profitability, efficiency, and operational viability. For some organizations, the risks are… View Now

Integrated Financial Planning: The Future of FP&A

Tell me if this story sounds familiar: You’re coming up to the end of the financial year, which means it’s about time… View Now

How to Create a Strategic Forecast For 2023

Financial forecasting is one of the most important aspects of a CFO’s role. Accurate and insightful forecasts inform budget allocations, company investments,… View Now

Driver-Based Planning: How Experts Build Forecasts

Building simple financial forecasts is pretty straightforward. You look at past performance (say, what you were doing last year), and project this… View Now

Finance Business Partner: The Future of Finance Teams

Finance’s role in business operations is changing, and it’s changing fast. No longer are finance teams asked to present the raw numbers… View Now

Financial Leadership: 5 Skills Every CFO Should Master

Most CFOs have a pretty good hold on the whole finance thing. I mean, it’s why they got the top financial gig… View Now

Cash Flow Management: A Guide for Startups

If you’re a founder or CFO, you’re probably aware that managing cash flow is not only the number one priority, but also… View Now

5 Trends CFOs Need to Watch in 2022

The CFO role has evolved dramatically over the past 5-10 years. Traditionally, CFOs were primarily responsible for overseeing the business’s financial health.… View Now

Revenue Planning: Step-by-Step Guide

One of the most exciting parts of growing a business is watching the revenue pour in. Less thrilling is watching that money… View Now

Strategic Finance: Evolution of The Finance Function

The old approach to finance is broken. It’s a passive and reactive process that limits finance teams and your company. Traditionally, the… View Now

P&L Management: The Ultimate Guide For Startups

Nothing burns a business down faster than a poor understanding of cash flow, revenue, expenses, and ultimately, what’s happening with the bottom… View Now

Capital Planning: Your Most Important Financial Asset

When you’re growing your startup, it’s easy to fixate on short-term challenges and goals. How will you grow this year? What campaigns… View Now

10 FP&A Best Practices to Follow

Building a high-performing financial planning and analysis (FP&A) business unit is about much more than preparing financial statements and reporting on fiscal… View Now

10 FP&A Skills Every Finance Leader Should Have

FP&A (financial planning and analysis) is one of the most critical pieces for scaling a startup and ensuring sustainable revenue growth. It… View Now

Accounting vs. FP&A: What’s The Difference?

For many founders, one of the most challenging and confusing aspects of starting a business is wrapping your head around the myriad… View Now

How to Create a Cash Flow Projection: Step-by-Step Guide

Ask any experienced business owner what the most important factor is in staying afloat as an early-stage company, and nine times out… View Now

The Ultimate Guide to Rolling Forecasts

If you created a budget in December 2019, by April 2020 it was probably about as useful as a floppy disk is… View Now

How to Make Financial Projections for a Startup

Whether you’re starting a new business or making plans for an existing one, creating financial projections will give you a significant advantage.… View Now

Revenue Forecasting: 4 Step Guide

Picture this: You’re meeting with an investor and they ask you “what’s your expected revenue for the rest of this year?” You… View Now

How to Do Scenario Analysis: Step-By-Step Guide

Ask 10 founders how they grew their business and you’ll probably get 10 different answers. There is no one-size-fits-all path to growing… View Now

7 Financial Planning Tips for Startups

If you fail to plan, you plan to fail. That old adage really rings true when it comes to financial planning for… View Now
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Videos

R.I.P. Good Times? Navigating Your Startup Through Uncertainty

How do you navigate your startup through economic uncertainty? In this video, you'll learn actionable strategies to weather storm, how to approach fundraising, and more.

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