The SaaS CFO

MARCH 7, 2018

Five Year Financial Projection Template – Solving My Pain Creating a five-year financial projection or any long-term financial forecast greater than two years is a time intensive effort.

Forecasting 71

Forecasting CFO Sales Numbers 71

CFO News Room

JANUARY 6, 2023

While investing $2,000 to $3,000 can help you make progress towards any number of financial goals, there are situations where you may need to access your money in the near term. Maybe you’re trying to save up a down payment for your first home , or perhaps you are saving for a major renovation project or college tuition.

Investments 130

Investments Accounting Finance Healthcare 130

Musings on Markets

JULY 14, 2021

In the years before the First World War, the demands for more disclosure came from critics of big business, concerned about their market power, but few companies responded. I valued my first company in 1981, using an annual report as the basis for financial data, but my usage of 10-Ks did not begin until the 1990s.

GAAP 52

GAAP Forecasting Accounting Numbers 52

CFO News Room

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

NOVEMBER 8, 2022

Welcome back to the 306th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Never miss a Financial Advisor Success podcast episode! Executive Summary.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 22, 2022

Welcome back to the 308th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Never miss a Financial Advisor Success podcast episode! Executive Summary.

Planning 130

Planning Communication Profit and Loss Education 130