How Financial Leaders Can Achieve a Holistic View of Company Performance
Maintaining – or improving – corporate performance without a holistic financial perspective isn’t easy.
Ben Sperry / August 2, 2021
4 Tips for Understanding the Financial Health of Your Business
Following your intuition is a big part of entrepreneurship. But as your business grows, so should the reliability of your financial data.
Brandon Metcalf / July 19, 2021
Next Generation Strategic Finance Platforms: An Emerging Market
A new generation of strategic finance platforms is emerging, built by people who have seen the problems finance teams struggle with.
Brandon Metcalf / June 16, 2021
3 Common Problems With Financial Forecasts (and How to Solve Them)
Anybody who has worked in finance for a small or medium-sized business will likely know that sinking feeling when you realize cash that was in the forecast has failed to materialize.
Brandon Metcalf / March 2, 2021
You didn’t meet the forecast – where is your new forecast?
Even before the COVID-19 pandemic, there was a trend away from static, annual business plans towards more dynamic, rolling replanning. The increase in uncertainty we have seen over the last year is driving that shift home. In businesses where the CFO is able to deliver a consistently accurate rolling forecast, the executive team is able […]
Brandon Metcalf / January 11, 2021
Three Steps to Moving from Static to Dynamic Financial Planning in 2021
While 2020 was tough to go through, we might look back on it as a time when we learned some important lessons. In our personal lives, perhaps this has forced us to grow, appreciate what we have a little more, and do more for each other. But in business too, there are ways in which […]
Brandon Metcalf / December 23, 2020
Pain-free FP&A for Xero and Salesforce
What happens when user-friendly accounting is united with the world’s leading CRM?
Danielle South / September 25, 2020
Place Technology Announces Its Fall ‘20 Release Including Consolidations, Multi-Currency and Salesforce Sales Cloud Integration
Gain a 360° view of your business.
Danielle South / September 22, 2020
Leveraging FP&A in Salesforce, a Partner’s Perspective with RadialSpark
What would you do with a 360° financial view of your business? What insights would you uncover, and how would it affect your budget or strategy?
Danielle South / September 16, 2020
The Case for FP&A in Salesforce with RoyCon and Blueprint Advisory
Does mixing accounting and Salesforce sound like oil and water? We’re diving into the delightful efficiency and accuracy gains for both realms.
Danielle South / September 8, 2020