Practical guides on finance operations, planning and fundraising for growing businesses, written by our team.
- FP&AThe 13-week cash flow forecast: a practical guideHow to build a rolling weekly cash forecast from receivables, payables and payroll, and how to keep it accurate week to week.6 min read
- Virtual CFOBookkeeping, FP&A or a virtual CFO: what a growing business needsThe difference between recording, planning and leading finance, and the signals that tell you it's time to add each layer.5 min read
- BookkeepingMonth-end close checklist for businesses on QuickBooks OnlineA step-by-step close: reconciliations, accruals, prepaids, fixed assets and the reports to review before you sign off.6 min read
- FundraisingSAFEs, convertible notes and your cap tableHow caps, discounts and conversion triggers change ownership, with worked examples of dilution at the next priced round.6 min read
- FP&AWriting variance commentary that actually gets readTurning budget-vs-actual tables into three or four sentences a founder or board can act on.4 min read
- SpecialistFeasibility study basics: IRR, NPV and payback explainedWhat each measure tells you about a new project, where they disagree, and which one lenders and boards focus on.5 min read
- Tax and complianceLUT for export of services: who needs it and how to file itWhen exporters of services should file a Letter of Undertaking, the filing steps, and what happens without one.4 min read
- BookkeepingCatching up on months of bookkeeping: where to startA practical order of work for bringing books current before a year-end, a loan application or a raise.5 min read
- FP&ABuilding a monthly management pack founders actually useWhat to put in a one-page summary, which KPIs to track and how to keep the pack consistent month after month.5 min read
- Virtual CFOSaaS metrics that matter: ARR, burn and runwayHow to calculate recurring revenue, net burn and runway consistently, and why investors check them against your books.6 min read
- Tax and complianceProprietorship, LLP or private limited: choosing a structureHow liability, compliance, tax and fundraising plans should shape the legal form of a new business.6 min read
- FundraisingPreparing a data room for investor due diligenceThe folders investors expect, the documents that slow diligence down, and how to keep one set of numbers throughout.5 min read
Subscribe to updates
New guides on bookkeeping, FP&A and finance operations, by email. Unsubscribe at any time.