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

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

Salesforce’s Acquisition of Slack Builds Momentum for Democratizing Data
Salesforce’s Acquisition of Slack Builds Momentum for Democratizing Data

Imagine you are playing baseball – but when you go out onto the field, nobody will tell you what the score is. You don’t know if you are winning or losing, where your or the opposing team’s weak points are or what the strategy is to win. Do you think you could play at the […]

Brandon Metcalf / December 10, 2020

The Customer-centric CFO: Three Reasons for Finance Teams to Adopt Salesforce

Pivoting is necessary for any startup to succeed. But knowing when, how, and why you should pivot is the key.

Brandon Metcalf / December 2, 2020

Measuring Cause and Effect: How Real-Time Forecasting Can Become A Superpower For Your Business
Measuring Cause and Effect: How Real-Time Forecasting Can Become A Superpower For Your Business

Pivoting is necessary for any startup to succeed. But knowing when, how, and why you should pivot is the key.

Brandon Metcalf / October 29, 2020

Focusing On Efficiencies In 2021: 6 Small Things You Can Do To Modernize Your Business
Focusing On Efficiencies In 2021: 6 Small Things You Can Do To Modernize Your Business

Pivoting is necessary for any startup to succeed. But knowing when, how, and why you should pivot is the key.

Brandon Metcalf / September 30, 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

Founders Of The Future Will Be Guided By These 5 Principles
Founders Of The Future Will Be Guided By These 5 Principles

Being a founder in the post-COVID world is going to require a different perspective of the world. For my entire career, I have always been someone who really values in-person relationships. Despite the fact that I’ve spent years in tech, and even my current venture is designed to help make people’s accounting and finance jobs […]

Brandon Metcalf / 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