How Financial Leaders Can Achieve a Holistic View of Company Performance
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
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

A 3-Part Approach to Evolve Strategic Finance
A 3-Part Approach to Evolve Strategic Finance

Founder & CEO Brandon Metcalf on the emergence of a new generation in strategic finance.

Brandon Metcalf / June 22, 2021

PlaceCPM Named a “High Performer” in Two Categories by G2
PlaceCPM Named a “High Performer” in Two Categories by G2

PlaceCPM has been named a “High Performer” by G2 for the second consecutive quarter.

Ben Sperry / June 22, 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