Insights

Guides and articles from our CFOs

Practical help with cash, reporting, planning and raising capital, written for owners of growing US businesses.

Cover of Cash Flow Forecasting Toolkit

Free guide · Available now

Cash Flow Forecasting Toolkit

Build a 13-week cash flow forecast, find your lowest cash week before it arrives, and plan what to do about it. Comes with the spreadsheet.

Articles

Articles on the way

Our first articles are being written. Each one pairs with a guide.

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Cash Flow · Coming soon

The Ultimate Guide to Cash Flow Management for Growing Businesses

Practical ways to keep a healthy cash position while the business grows.

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SaaS Metrics · Coming soon

KPIs Every SaaS Startup Should Track

The metrics that SaaS companies watch to steer growth and prepare for funding.

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Fundraising · Coming soon

Preparing for Your Series A: Financial Documents Checklist

The financial documents investors ask for during Series A due diligence.

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Tax Strategy · Coming soon

Tax Planning Strategies for High-Growth Companies

How to plan taxes through a growth year while staying compliant.

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Reporting · Coming soon

Building a Board-Ready Financial Dashboard

How to show the board the few numbers that drive its decisions.

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Operations · Coming soon

Remote Team Financial Operations Best Practices

How distributed teams keep approvals, payments and closes under control.

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Startup Finance · Coming soon

Understanding Burn Rate and Runway Calculations

How to work out burn and runway, and what to do when runway gets short.

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