Insights

Insights on Startup Finance, FP&A & CFO Strategy

Actionable thinking on finance operations, planning, and strategy. No gated PDFs. No fluff. Just what works.

The Founder's Guide to Not Hating Your Finance Function

Everything you need to know about building a finance stack that actually serves your business, from first bookkeeper to fractional CFO. Written for operators, not accountants.

Read the Guide14 min read

How to Calculate Your Startup's Cash Runway

Runway is a cash question, not a revenue question. The two mistakes that inflate it, and what to do when the real number comes in shorter than you thought.

11 min read

Strategy

How to Reduce Cash Burn Without Killing Growth

Burn isn't one number to minimize. A founder's framework for cutting cash burn without gutting the revenue engine that gets you out of the hole.

10 min read

Framework

How to Measure ROI of Strategic AI Initiatives

AI ROI splits into three categories: work-faster, revenue, and capability. Most founders only measure the first. A founder's framework for baselines, timing, and runway translation.

12 min read

Framework

When Do You Actually Need a CFO? A Founder's Decision Framework

Most pre-seed to Series A founders don't need a CFO. They need the outputs one produces. Here's how to diagnose which finance function you're actually missing.

11 min read

Guide

The Real Cost of Hiring an In-House Finance Team vs. Outsourcing

Base salary is only 65 to 75% of the true cost of a finance hire. A clear-eyed comparison of in-house, outsourced, and hybrid finance models at every stage.

13 min read

Perspective

Why Your FP&A Shouldn't Live in a Silo (Even When You're Just 12 People)

At early-stage startups, FP&A usually lives in a silo by accident. Here's how to connect finance to operations without hiring a full-time CFO.

9 min read

Guides

Step-by-step playbooks for building finance infrastructure at every stage.

What Is a Fractional CFO? A Founder's Guide

What a fractional CFO actually does, when you need one, what it costs, and how to choose the right service for your stage.

9 min read

How Much Does a Fractional CFO Cost?

Pricing bands from $4K to $15K per month, full-time vs fractional cost comparison, and how to evaluate proposals without paying for idle capacity.

10 min read

When to Hire a Fractional CFO: Signals & Timing

The revenue bands, decision triggers, and stage-by-stage timing that tell you it's the right moment, plus the three signals it's still too early.

9 min read

When to Hire a Controller vs. a Fractional CFO

The decision matrix most founders get wrong, and how to think about it based on stage, complexity, and what you actually need.

8 min read

Month-End Close in 5 Days: A Practical Playbook

Step-by-step process for compressing your close cycle without sacrificing accuracy. Includes checklists and tool recommendations.

11 min read

Multi-Entity Finance: What Nobody Tells You Until It's Too Late

Intercompany eliminations, transfer pricing basics, and consolidation workflows for companies expanding across entities or geographies.

10 min read

Frameworks

Mental models and decision frameworks for finance leadership.

The Finance Maturity Model for Startups

A five-stage framework for understanding where your finance function is today and what it needs to look like at each growth milestone.

9 min read

Build vs. Buy vs. Outsource: A Decision Framework

How to evaluate whether to hire in-house, buy software, or outsource each piece of your finance stack.

7 min read

The CFO Readiness Checklist

14 questions to determine if your company actually needs a CFO, or if a different solution fits better right now.

6 min read

How to Calculate Your Startup's Cash Runway

The simple formula only works when cash conversion is fast. A month-by-month framework for founders whose revenue doesn't equal cash.

11 min read

Templates

Ready-to-use models and packages. Download, customize, deploy.

13-Week Cash Flow Forecast Template

The same rolling cash model we use with clients. Plug in your actuals and get immediate visibility into runway and burn.

Free download · Excel

Board Reporting Package Template

Investor-ready financials, KPI dashboard, ARR waterfall, and hiring plan. Designed for Series A to C companies.

Free download · Excel

SaaS Metrics Dashboard Starter

ARR waterfall, cohort analysis, LTV/CAC, and net revenue retention. Pre-built with formulas and documentation.

Free download · Excel

Blog

Perspectives on where finance is going and what founders should care about.

Industries

Built for the way your business runs

Most of our work is finance for SaaS startups and finance for ecommerce brands, where the metrics, margins, and operating rhythm demand a finance partner that already knows the model.

Insights on Startup Finance, FP&A & CFO Strategy

The Founder's Guide to Not Hating Your Finance Function

How to Calculate Your Startup's Cash Runway

How to Reduce Cash Burn Without Killing Growth

How to Measure ROI of Strategic AI Initiatives

When Do You Actually Need a CFO? A Founder's Decision Framework

The Real Cost of Hiring an In-House Finance Team vs. Outsourcing

Why Your FP&A Shouldn't Live in a Silo (Even When You're Just 12 People)

What Is a Fractional CFO? A Founder's Guide

How Much Does a Fractional CFO Cost?

When to Hire a Fractional CFO: Signals & Timing

When to Hire a Controller vs. a Fractional CFO

Month-End Close in 5 Days: A Practical Playbook

Multi-Entity Finance: What Nobody Tells You Until It's Too Late

The Finance Maturity Model for Startups

Build vs. Buy vs. Outsource: A Decision Framework

The CFO Readiness Checklist

How to Calculate Your Startup's Cash Runway

13-Week Cash Flow Forecast Template

Board Reporting Package Template

SaaS Metrics Dashboard Starter

How to Reduce Cash Burn Without Killing Growth

The Real Cost of In-House Finance vs. Outsourcing

Why Your FP&A Shouldn't Live in a Silo

How to Measure ROI of Strategic AI Initiatives

Built for the way your business runs