Forecasting Strategies for the New Financial Reality
Forecasting Strategies for the New Financial Reality

COVID-19 is fundamentally reshaping how businesses and finance teams forecast.

Brandon Metcalf / April 8, 2021

3 Common Problems With Financial Forecasts (and How to Solve Them)
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?
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
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
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
Leveraging FP&A in Salesforce, a Partner’s Perspective with RadialSpark
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
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

Cash Flow & Forecasting Advice for Startups – with Stacklist
Cash Flow & Forecasting Advice for Startups – with Stacklist

Many early-stage founders while focusing on building their products and getting users may be overlooking some of the more basic, but core parts of their business around their cash and financials. This, of course, is not wise as you should always be keeping track of your cash and start good financial habits in the beginning. […]

Danielle South / August 25, 2020

How Healthy Is My Business? Financial Forecasting 101
How Healthy Is My Business? Financial Forecasting 101

Our CEO, Brandon Metcalf, a seasoned entrepreneur and business owner, demystifies the formula of business health so you can answer this question confidently, with your data.

Danielle South / August 21, 2020

Virtual Roundtable: “VC and Angel Investing in the Era of COVID” with the Austin Tech Council
Virtual Roundtable: “VC and Angel Investing in the Era of COVID” with the Austin Tech Council

How has the playbook changed for startups and investors – and what’s the strategy for success in 2020 and beyond?

Danielle South / August 7, 2020