Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. Their main focus tends to be the product, go-to-market, and building a team that can sustain revenue delivery. But at several million in ARR, finance becomes a critical enabler — or disabler — of success.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 52

The CFO College

APRIL 8, 2021

You can talk about the importance of compliance, especially in certain niches, and how your services can mitigate expensive penalties and give them peace of mind. Skills and processes you might leverage to provide this include cash forecasting tools, deep dive analytics, and efficient startup models.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

The Finance Weekly

APRIL 13, 2024

This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting. These tools offer capabilities ranging from spending tracking and improved budgeting to making informed investment choices. Key Features Powerful reporting and KPIs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

The Charity CFO

FEBRUARY 2, 2022

It simplifies the filing process for very small and startup nonprofits. . Programming report: overview of functions, mission, and budget. If your organization falls into the $50,000-$200,000 range but must complete an annual audit for funding or GAAP purposes, it is wise to skip Form 990-EZ and head straight to the full form. .

Nonprofit 98

Nonprofit Profit and Loss Auditing GAAP 98

The Charity CFO

APRIL 15, 2022

Why HR compliance issues are a bigger risk than tax compliance for most organizations (and why you shouldn’t trust your accountant with HR). I used to audit nonprofit organizations. Know what those compliance needs are. Why turnover in the financial department is SO damaging for nonprofits. Thanks for watching.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is an all-in-one FP&A solution that streamlines financial forecasting, budgeting, and workflow management by connecting existing spreadsheets to a robust analytics hub. Key features.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52