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The Anatomy of a Strategic Finance Function

A CFO's Guide to Creating a Forward-Looking Operation.

Prepare the Perfect SaaS Board Deck (Template Included)

It shouldn't take you multiple weeks to prepare for a board meeting. Learn what VCs want to see in a SaaS board deck and how to cut the prep time from two weeks to 15 minutes.

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Prepare the Perfect SaaS Board Deck (Template Included)
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Strategic Planning

Modeling the Top Line: Sales Capacity Planning Explained (Plus a Template)

A sales capacity model is one way to plan your top line. Learn what it is and get a free template to streamline your planning process.
Brad Mundell
Brad Mundell
Finance Manager
Financial Insights

4 Keys to the Best Chart of Accounts Structure for Growing Companies

How clean is your chart of accounts? Find out how you can create a stronger foundation for financial reporting.
Eman Abdel-Latif
Eman Abdel-Latif
Finance Manager
Financial Insights

The Modern CFO is the Nucleus of Their Business. Are You?

Modern CFOs have to be so much more than spreadsheet masters and backward-looking scorekeepers. Learn how to supercharge your role as a more strategic finance leader.
Joe Michalowski
Joe Michalowski
Content Strategist
CFO Spotlight

As CFO for Over a Dozen Startups, She’s Got Finance Spend Tactics Down to a Science

Andi Ruda has back-office spending down to a science. Learn how she helps startups avoid spending pitfalls and achieve sustainable growth.
Joseph Garafalo
Joseph Garafalo
Chief Operating Officer
Metrics that Matter

10 SaaS Financial Metrics Every Growing Business Needs to Track

Tired of tracking far too many SaaS financial metrics for your company? Here’s 10 you should be focused on, no matter the age or size of your business.
Joe Michalowski
Joe Michalowski
Content Strategist
CFO Spotlight

Why Zendesk’s Former CFO Says Being Predictable Is One Key to a Successful IPO

There are a lot of factors that go into a successful IPO. Learn why former Zendesk CFO Alan Black says being predictable is one of the most important.
Bijan Moallemi
Bijan Moallemi
Chief Executive Officer
Strategic Planning

The Golden Framework: An Intentional Architecture for FP&A

Now is the time for finance to build an intentional architecture for managing business data. Here's what that means.
Joseph Garafalo
Joseph Garafalo
Chief Operating Officer
CFO Spotlight

6 Moves That Got Zapier to $140M ARR with $1.4M in Funding

How do you go from zero to $140M in ARR in 10 years with just $1.4M in funding? Learn 6 strategic decisions that helped Zapier make it happen.
Bijan Moallemi
Bijan Moallemi
Chief Executive Officer
Metrics that Matter

Is Your SaaS Business Signalling Success? The SaaS Quick Ratio Can Tell You

With the right context, SaaS quick ratio can help you understand the health of your business. Learn what it is and how to calculate it.
Steven Groccia
Steven Groccia
Head of Customer Success

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