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 52

Forecasting Budgeting Startups Strategic Planning 52

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) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

CFO Simplified

MAY 15, 2022

Strategic planning. A business owner growing microgreens for local restaurants was proud of how he had grown his business and was planning on making an investment in additional equipment to grow more microgreens. A part-time CFO can give advice on things such as: The structure of your business financially. Business analytics.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

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 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

VCFO

MARCH 4, 2022

Financial forecasts are critically important planning tools. Effective business planning requires an understanding of the desired end game for the entity. Be conservative (but also plan for best and worse cases). Increased cash requirements are a common pain point when exceeding plan. Begin with the end in mind.

Forecasting 88

Forecasting Planning Reconciliations Leadership 88

Adam Kae

AUGUST 18, 2023

Strategic planning is your compass. His small business startup was needing a boost when he brought me on board. With strategic financial maneuvers, we steered the ship away from the rocks and found him an immediate $72K per year. We're not just number-crunchers; we're your partners in the voyage of financial discovery.

CFO 52

CFO Communication Strategic Planning Education 52

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 52

Prioritization CFO Leverage Risk Management 52