Beacon CFO Plus

JULY 16, 2025

Clean, Accurate Financials Potential buyers or investors won’t trust messy books. A CFO ensures your financial statements are accurate, consistent, and audit-ready—because credibility starts with clean data. They support due diligence and help structure financial information in a way that makes sense to buyers.

CFO 52

CFO Valuation Auditing Financial Modeling 52

CFO Talks

JUNE 20, 2025

Building robust project finance and internal budget models that continue to guide strategic decisions. Managing full audit functions, raising capital, implementing new accounting systems, and reporting to lenders and boards at several organisations. Between 5:30 and 6:00 AM How do you spend the first hour of your day?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Leadership Finance 52

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

The CFO College

AUGUST 31, 2021

If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financial model. This data includes a capital plan, proper entity structure, pre-revenue valuation, and raise structure (convertible note or direct equity).

Startups 81

Startups Accounting General Ledger Forecasting 81

BlueLight

AUGUST 21, 2020

From there I was recruited by Coopers & Lybrand in San Francisco to join their valuation group?—?before While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising.

Planning 52

Planning Startups Marketing CFO 52

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. That's where pro forma statements come into play.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40