Budgeting, Planning, Startups and Strategic Planning

Quick Guide to SaaS Expense Forecasting

The Finance Weekly

JANUARY 8, 2024

It's not just about knowing your current financial situation, but also projecting into the future based on your plans. It's crucial to have an accurate and ,, useful forecast for any business, especially for SaaS startups. Sadly, a whopping ,, 90% of startups don't make it. However, startups can succeed with careful planning.

Forecasting

Forecasting Budgeting Startups Strategic Planning

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

Boston Startup CFO

FEBRUARY 1, 2023

As a startup, it is important to have a strong financial foundation in order to successfully grow and scale. While you may have the expertise and skills to handle many aspects of your startup, there may come a time when you need additional financial guidance and support.

CFO

CFO Startups Cash Flow Forecasting Budgeting

Fractional CFOs for SMEs

Beacon CFO Plus

NOVEMBER 15, 2023

Providing Strategic Expertise and Guidance “Success in management requires learning as fast as the world is changing.” ” – Warren Bennis There is no shortage of challenges for new business owners, from startups to family-owned businesses or independently owned enterprises.

CFO

CFO Budgeting Strategic Planning Financial Analysis

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

50 Shades of FP&A Maturity

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Budgeting

Budgeting Forecasting General Ledger Finance

11 Reasons to Hire a Fractional CFO

Future CFO

SEPTEMBER 18, 2023

Hiring a fractional CFO can bring many benefits to an organisation, including smaller businesses or startups that may not have the resources to hire a full-time permanent executive, providing strategic financial expertise and guidance on complex financial challenges without committing to the costs associated with full-time personnel.

CFO

CFO Leadership Strategic Planning Financial Analysis

Breaking Down the FP&A Function of the CFO Suite

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. Early-stage startup: Focused on finding product market fit, limited financial information to work with. The CFO takes on the responsibility of FP&A.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups

Financial Accounting Hierarchy - By JP Puchulu

Boston Startup CFO

APRIL 3, 2023

However, don't undervalue the significance of comprehending finance for your startup's survival. Tier 2: Basic Accounting In this tier, accountants close the books on a monthly basis and create basic financial statements to aid founders in assessing their startup's financial standing.

Accounting

Accounting Accounting Principles GAAP Compliance

Best Practices from the CFO Suite

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The companies represented include venture backed startups, mid-sized businesses, and large multinationals. Post Series B, it becomes a full-time job to support strategic planning.

CFO

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups

When Should Startups Hire a CFO?

Boston Startup CFO

OCTOBER 22, 2014

Many founders and CEOs of startups don’t spend a lot of time thinking about CFOs. When it comes to finance for a startup, founders focus on more pressing needs: What’s my burn rate? Today’s finance executives are expected to recognize that planning involves data, decisions and people – not just spreadsheets and budget mandates.

Startups

Startups CFO Financial Planning and Analysis (FP&A) Forecasting

The 3 Jobs Your Startup Should Outsource

Boston Startup CFO

OCTOBER 29, 2012

If you’re running an early-stage startup, chances are there are some knowledge gaps in your core team. Are you prepared to manage the day-to-day of your startup, from recruiting new talent to bookkeeping to financial planning? Overall, CFOs help you with business planning, providing your business plan with essential rigor.

Startups

Startups Mergers and Acquisitions (M&A) CFO GAAP

Ken Dorward joins vcfo Austin Team as Managing Director

VCFO

JUNE 11, 2023

Ken Dorward joins vcfo to lend 25 years of experience building teams and profitability for startups and publicly-traded multinationals alike. In fact, while leading the creation of a new media startup, he was credited as a producer on an Emmy-nominated TV series. vcfo Austin team welcomes Ken Dorward as Managing Director.

CFO

CFO Advertising Startups Leadership

Roadmap to Starting a Business

CFO Simplified

NOVEMBER 6, 2023

You might start with one single item, but knowing where you might be two or five years from now will be helpful in developing your strategic plan. Plan it month by month. But if you plan well, and succeed, it’s all worth it. But be strategic and pragmatic. Does this lead you to a family of products? Be realistic.

General Ledger

General Ledger Strategic Planning CFO Accounting

Beyond the Basics: 7 Key Focus Areas for New CFOs

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. This efficiency frees the CFO and the finance team to focus on strategic initiatives. This proactive approach to risk management supports more resilient strategic planning.

Prioritization

Prioritization CFO Leverage Risk Management

The best cash flow management software for business

Spreadym

JUNE 19, 2023

This forecast serves as a baseline for monitoring and planning your cash flow. The list of tools that the platform supports is quite broad and it covers operational and strategic planning, budgeting, forecasting, scenario modelling. monthly, quarterly, or annually).

Cash Flow Forecasting

Cash Flow Forecasting Invoicing Forecasting Accounts Payable

3 areas to focus on as a SaaS finance leader

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. The work a great CFO does to tie this all together is financial planning and analysis. Their main focus tends to be the product, go-to-market, and building a team that can sustain revenue delivery.

Financial Planning and Analysis (FP&A)

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

3 areas to focus on as a SaaS finance leader

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. The work a great CFO does to tie this all together is financial planning and analysis. Their main focus tends to be the product, go-to-market, and building a team that can sustain revenue delivery.

Financial Planning and Analysis (FP&A)

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

CFO at Microsoft HK: Why changes are great and what wakeboarding and finance have in common

Future CFO

MARCH 20, 2020

Strategic planning and budgets: This is about longer-term resources planning. VN: Compensation plan design. At Microsoft, this role is about coming up with annual compensation plans that align with the company’s priorities, instead of simply calculating remuneration and quotas.

CFO

CFO Finance Leadership Compliance

Transcript: Joanne Bradford

Barry Ritholtz

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Advertising

Advertising Startups Technology Investments

Beyond Donations: Growing Your Mission with Earned Income

The Charity CFO

JANUARY 12, 2022

Tosha Anderson: So you specifically work with faith based entrepreneurs to launch a variety of different startups, right. It’s usually not, oh, well, it’s not in my budget. I think most of us that are called to do something in the nonprofit space sometimes are prompted by our faith. Revenue generation typically, right?

Nonprofit

Nonprofit Prioritization Communication Accounting

Corporate Finance Brief

Quick Guide to SaaS Expense Forecasting

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

Webinars

Trending Sources

Fractional CFOs for SMEs

Webinars

50 Shades of FP&A Maturity

11 Reasons to Hire a Fractional CFO

Breaking Down the FP&A Function of the CFO Suite

Financial Accounting Hierarchy - By JP Puchulu

Best Practices from the CFO Suite

When Should Startups Hire a CFO?

The 3 Jobs Your Startup Should Outsource

Ken Dorward joins vcfo Austin Team as Managing Director

Roadmap to Starting a Business

Beyond the Basics: 7 Key Focus Areas for New CFOs

The best cash flow management software for business

3 areas to focus on as a SaaS finance leader

3 areas to focus on as a SaaS finance leader

CFO at Microsoft HK: Why changes are great and what wakeboarding and finance have in common

Transcript: Joanne Bradford

Beyond Donations: Growing Your Mission with Earned Income

Stay Connected