Insights
Insights & resources.
What we see across $15M–$80M B2B finance functions — the patterns, the costs, and the fixes.
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The First 90 Days After a Raise: A Founder’s Cash Management Playbook
The first 90 days after a raise, in four steps: Form D, where to park cash, weekly reporting, and a burn plan that shows real runway. Worked example included.
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In-House vs. Outsourced Bookkeeping and Accounting: Costs Compared and a Decision Framework for Growing Businesses
In-house vs. outsourced bookkeeping and accounting, priced from 2026 BLS data: a three-layer cost model, a worked example, and a five-test decision framework.
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Cash Flow Forecasting Tools for Startups: Spreadsheets, QBO Add-Ons, and When to Upgrade
Cash flow forecasting tools for startups, compared: spreadsheets, QuickBooks-connected apps, and planning platforms, plus the cost math for when to upgrade.
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Outsourced Bookkeeping, Explained: How It Works and When It Pays Off
Outsourced bookkeeping explained: the monthly workflow, who owns the books, and the cost math that shows when it beats an in-house hire.
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Budget vs. Cash Flow Forecast: What Each Answers and Why Startups Need Both
Budget vs cash flow forecast: what each answers, why they disagree, and which a startup needs first, with a worked example that reconciles the gap.
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What a Fractional CFO Adds to Your Monthly Close: Reviews, Flux Analysis, and Board-Ready Reporting
The fractional CFO role in the monthly close: review judgment entries, explain flux, sign off, and ship a board-ready packet, with a worked example.
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How to Present Burn and Runway to Your Board: Metrics, Format, and Cadence
Present burn and runway to your board with a one-page cash report: six metrics, a zero-cash date, variance by driver, and monthly cadence.
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The Continuous Close Method: How to Reconcile Daily and Deliver Books in 5-7 Days
A continuous close codes daily and reconciles weekly. A worked example cuts post-month-end work from 88 hours to 18 and closes the books on business day 5.
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Why Your Burn Rate Is Probably Wrong: The Calculation Mistakes That Distort Runway
Burn rate mistakes that distort runway: bank vs closed books, prepayments and gross vs net burn, with a worked example showing 17.3 vs 15.6 months.