Insights
A Practical Guide to Pricing Strategy Services
Most companies have no formal pricing strategy. That gap costs margin on every deal. Compare the five core pricing models and learn how to test yours.
A Comprehensive Guide to Financial Statement Forecasting
Most owners of businesses in the $5M - $50M range can tell you what happened last quarter but not what the next two look like. That gap costs money: cash crunches, bad hires, investments made at the wrong time. This guide shows you how to close it.
Ultimate Checklist for Finding Growth Stage CFO
Somewhere between $5M and $50M, the founder's instincts and a bookkeeper stop being enough. Decisions get bigger, cash gets more complicated, and a $300K full-time CFO still isn't the answer. Here's what strategic finance leadership actually looks like at this stage, and how to know when you need it.
The Definitive Guide to Audited Financial Statements
Most owners find out what their business is worth at the worst possible time…when a buyer or lender tells them. Here's how to see the number early enough to change it.
The Complete Guide to Cost Structure Optimization
What is cost structure optimization? Aligning every dollar you spend with the outcomes that drive growth and margin. Learn how it differs from across-the-board cuts, the levers that matter most, from procurement to activity-based costing, and how to reinvest the savings.
The Complete Guide to Business Performance Metrics
Which business performance metrics should a growing company track? A focused set tied to decisions, balancing leading and lagging indicators. Learn the five core financial metrics with formulas, how KPIs differ from metrics, and which measures matter for SaaS, manufacturing and services.
The Complete Guide to Fractional CFO Consulting
What is fractional CFO consulting? Senior financial leadership on a part-time basis for companies with $5M to $50M in revenue. Learn how it compares with bookkeepers, controllers and full-time CFOs, the warning signs you need one, common pricing models, and how to measure ROI.
In-Depth Guide to Profit and Loss Management
What is profit and loss management? The ongoing work of monitoring, analyzing and acting on revenue and costs to protect margin. Learn how to restructure your P&L for management use, avoid confusing profit with cash, and build a monthly review rhythm with clear variance thresholds.
The Ultimate Guide to Board Paper Executive Summary
How do you write a board paper executive summary? Use the CQC framework: context, questions and conclusions on a single page. Learn what to include in each section, the 250 to 400 word target, formatting that helps directors scan, and the common mistakes that stall board decisions.
The Non-Accountant's Guide to the P&L and Balance Sheet
What is the P&L balance sheet connection? Net income from the P&L flows into retained earnings on the balance sheet at the end of each period. Learn what each statement shows, how interest and taxes tie to liabilities, and why profitable companies still run out of cash.
12 Financial Reporting Dashboard Examples to Copy Right Now
What should a financial reporting dashboard include? A single live view of cash, margin, EBITDA, and budget vs. actual that updates automatically. See 12 dashboard examples, from CFO and cash flow views to break-even analysis, plus how to connect your ERP and keep data secure.
Scenario vs Sensitivity Analysis: When to Use Each
Most finance teams confuse scenario and sensitivity analysis or skip them entirely. Here's how each one works and when to use them properly.
Rule of 40: Use It Before You Spend, Not After
The Rule of 40 is simple: revenue growth rate plus EBITDA margin should hit at least 40%. Most finance teams treat it as a report card. Here's why you should be running it forward, before the budget is locked, not after the quarter closes.
M&A-Ready Financials: What Buyers Actually Want
Q1 2026 M&A hit $813B in deal value. Record number. But mid-market deal volume actually declined. The bottleneck isn't interest, it's valuation gaps. And most of those gaps trace back to the financial model sitting in the data room. In 85% of deals, the buyer's QoE report cuts the asking price. Not because the business isn't worth it. Because the seller couldn't prove it was. Four things I'd want in any model before a buyer sees it.
SaaS Expansion Revenue Is 40% of New ARR. Model It.
Expansion revenue now accounts for 40% of new ARR across SaaS. For companies above $50M, it's closer to 60%. Yet most FP&A teams model new logo acquisition down to the rep level and treat expansion as a single line called "upsell." Three metrics deserve their own models: NRR by cohort, expansion rate by product line, and time-to-first-expansion. Here's how to build them.
How to Model Tariff Risk in Your 2026 Forecast
The average effective U.S. tariff rate went from 2.5% to roughly 14% in four years. Most middle market CFOs still treat tariffs as a line-item surcharge instead of a scenario variable. Here's how to build three tariff scenarios into a rolling forecast and stress-test gross margin before the next rate change hits.
Your NRR Is 101%. That's Not a Win.
Median net revenue retention for SaaS hit 101%. That's one bad quarter from contraction. Here's what the number really signals and how to move it.
Hidden Operational Risks in Scaling: 5 Questions Your Finance Team Must Answer
Crossing $15M in revenue is a critical inflection point where "gut-feel" leadership becomes a liability. This audit reveals the hidden risks that emerge when your vision outpaces your financial infrastructure. Learn the five diagnostic questions you must ask to determine if your finance function is a strategic asset or a "valuation killer" masking operational decay.
How Smarter Financial Reporting Increases Profitability and Business Value
Without clear financial reporting, it's hard to know where you’re winning, where you’re leaking profits, or how much your business could actually be worth. The right processes create visibility, control, and new opportunities for smarter growth. Learn the simple steps to building a financial reporting foundation that strengthens everything else you’re working toward.
The Role Of A Financial Modeling Consultant In Business Strategy
Decisions are not made lightly in the high-stakes world of business. A single misstep can lead to setbacks that could have been avoided. As companies push to stay competitive, they rely on more than just gut instincts and general market trends.