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Insights & Perspectives from Startup CFOs That Are Scaling Startups from Seed to Series A

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Financial Services

4 CFO-Approved Tips to Set Your Startup Up for Success in 2025

From securing adequate funding to positioning your startup for investment opportunities, early planning is your competitive edge for a successful year ahead.

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Financial Services

4 Strategies To Close The Year Strong

Closing out the year with momentum isn’t just about hitting sales numbers but maximizing every opportunity to optimize finances, engage the team, and adjust plans based on what the past months have revealed.

Financial Services

Why Your Unpaid Invoices Are Killing Your Runway

Don’t close out the year without closing out your books. As the year draws to an end, collecting outstanding invoices should be at the top of your priority list.

Financial Services

3 Things You Need To Do To Hit Your EOY Targets

While the day-to-day hustle continues, it's crucial that you find the bandwidth to take a step back and assess your end-of-year targets. This isn't just about neatly tying up the year's financials. 

Financial Services

Navigating the Financial Maze: Cash Flow Success Strategies for Your Startup & ScaleUp

You can't escape it - the world of startup and scaleup finance is complex. It's filled with challenges and opportunities. As a startup or scaleup, you're known for your innovation and potential for rapid growth.

Financial Services

How Investors Evaluate Your Business

What is your business worth to a potential investor? If it sounds like a complicated question, it is. Business valuation can vary a lot by market, vertical, business type, and even individual investor preference.

Bookkeeping

3 Signs Your Bookkeeping is Broken

Sooner or later, even the most budget-conscious business owner needs to bring in some outside help. Bookkeeping is a prime example of a task most owners will want to offload – it’s time-consuming, detail-oriented, and easy to make mistakes.

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