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Hi everyone! My name is Anna, and I am an FP&A-holic. Yes, I said that, I am addicted to financial planning and analysis. I am excited when all the checks in my financial models are colored green, and I get thrilled out of digging into data and finding insights that lead to better business decisions. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career.
It is March 18th! Publication day is finally here! The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. It took a while of playing around with the concepts, but eventually, I hit on a structure that I found enormously useful: I organized our biggest impediments to investing success into three broad categories: Bad Ideas , Bad Numbers , and Bad Be
Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice. These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. In a firm's early years, there tends to be more room for experimentation, with advisors adding new services to provide value and attract clients.
Managing and growing a daycare or preschool business often requires significant financial resources. Whether updating your facilities, hiring skilled staff, or purchasing new equipment, youll need access to funds. But how do you decide between grants vs. loans? In this article, well break down the key differences, advantages, and challenges so you can make the best decision for your daycare.
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
Chinas financial sector, from banks to brokerages, is rapidly incorporating DeepSeek, the nations champion in AI, for customer service, data analysis, and email sorting. Dozens of firms have committed to implementing DeepSeek or specific applications of the AI large language model since January, when the Hangzhou-based app developer emerged as Chinas low-cost alternative to Western competitors such as ChatGPT.
From Panic to Progress Turning Workplace Change into Success Change is an unavoidable part of any business. Whether its adopting new technology, restructuring the organisation, updating processes, or shifting company culture, businesses must evolve to stay competitive. However, change can be challenging. It disrupts familiar routines, creates uncertainty, and can lead to resistance from employees who feel uneasy about what lies ahead.
From Panic to Progress Turning Workplace Change into Success Change is an unavoidable part of any business. Whether its adopting new technology, restructuring the organisation, updating processes, or shifting company culture, businesses must evolve to stay competitive. However, change can be challenging. It disrupts familiar routines, creates uncertainty, and can lead to resistance from employees who feel uneasy about what lies ahead.
The task of managing a companys supply chain used to be relatively straightforward: Find predictable partners that met quality and specification standards, ensure reliability, and fine-tune the phasing. Bringing products or components from China, or manufacturing in Asia or South America, was relatively routine business.
While overall 2025 economic conditions have been positive, tariffs, persistent interest rates and geo-political instability are creating uncertainty. Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. The IPO market has also seen a resurgence, with 13 IPOs each aiming to raise $100 million or more filed in January 2025 alone , marking the highest number of sizable IPO filings in a
One of the most critical aspects of SaaS financial management is having clear and distinct revenue streams. A well-structured SaaS P&L provides fundamental data for analyzing margins, operational efficiency, and business health. However, many SaaS companies do a poor job of clearly defining their revenue streams. This has major impacts on how you manage your […] The post The SaaS Revenue Hierarchy: Why Defining Your Revenue Streams Matter appeared first on The SaaS CFO.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Calculation: BEA Table 3.1 Line 20 (Current Expenditures) divided by Table 1.1.5 Line 1 (GDP). Alternatively, Item #2 below divided by GDP. “ If you torture data long enough, it will confess to anything. ” – Ronald Coase Hey, it’s @TBPInvictus. Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart t
Global Finance: Can you briefly describe what your model does? Joanne Horton: Yes. Weve got what we think is a rather exciting model, which we describe in a working paper, that helps forecast in advance the likelihood that a firm will go on to commit accounting fraud. Whats the likelihood that fraud will take place in the future? Theres lots of motivation, obviously, because a lot of fraud takes place: few cases, but each one is very expensive.
When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch. Apart from these, the department's challenge regarding upskilling and reskilling continues, and finance leaders continue to strive to find the balance between digitisation and talent revitalisation.
Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.
Amid an ongoing debate over whether CMA and CS should be included as accountants in the new Income Tax Bill and allowed to conduct tax audits a role currently reserved for Cas the Lok Sabha's Select Committee has likely tasked EY with reviewing the curriculums of these professional courses. Based on the findings, the committee will likely decide who can conduct tax audits, examining the curricula to assess whether professionals from the other two bodies are qualified for this role.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates that 70% of affluent financial advisory clients who believe their advisor is always obligated to act as a fiduciary indicated they are satisfied with their relationship and aren't seeking out a new advisor, while only 41% of clients who believe their advisor may put their own interests first indicated they are satisfied with their relationship.
Since March Madness is nearly upon us, how about a fun basketball story? I was lucky enough to be a hoops fan during the golden age of basketball: Larry Bird and Magic Johnson, the Bad Boy Detroit Pistons, Michael Jordan, and the perennially-on-the-verge-of-winning-it-all New York Knicks during the Patrick Ewing, John Starks, Charles Oakley, Anthony Mason era.
El Salvadors heralded adoption of Bitcoin as legal tender appears to be undergoing a significant downgrade as businesses are no longer obliged to accept the cryptocurrency. As part of a $1.4 billion loan agreed with the International Monetary Fund in December, the governments involvement with the digital Chivo wallet will be gradually unwound. At the end of January, on a vote of 55-2, El Salvadors Legislative Assembly passed modifications to the Bitcoin law, eliminating the word currency but kee
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Public- and private-sector economists have flagged inflation risks and marked down estimates for economic growth this year, warning of the potential harm from tariffs.
If there is anything that has unified business leaders since the pandemic, it is the commonality of thinking about the role that artificial intelligence will play in business. AI is on the mind of every business leader, and with good reason. It truly is a game-changer.
As a CTO deeply immersed in the world of financial planning and analysis (FP&A), I've witnessed firsthand the transformative power of multi-dimensional modeling. In today's dynamic business environment, CFOs and finance teams are grappling with increasingly complex data and demanding faster, more accurate insights. Reliance on outdated, two-dimensional spreadsheets simply doesn't cut it anymore.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4% of advisor compensation, while commission-based revenues have declined to 23% of an average advisor's revenue.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
A quick note on tariffs : Over the past few weeks, I’ve been putting together my quarterly call for clients. The challenge is how to frame the current economic scenario in a way that is useful and informative and not the usual run-of-the-mill noise. Its easy to get distracted by the chaos of random policies that have been coming rapid-fire at Americans.
As US investment declines, China and India are rapidly expanding their presence across Latin Americas key industries. With US investment in Latin America shrinking, China and India are seizing the opportunity to expand their economic reach in the region. The US remains the largest foreign investor, but its stake dropped nearly 10% in 2023 alone, to 38% of the $224.6 billion total, according to the UN Economic Commission for Latin America and the Caribbean.
The finance function is undergoing a seismic shift. By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. CFOs, controllers, and management accountants must embrace agility and foresight to thrive in this dynamic environment.
Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.
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