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

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

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

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

82% Of Small Businesses Fail Because Of Cash Flow Problems – Here Are 3 Ways To Fix That
82% Of Small Businesses Fail Because Of Cash Flow Problems – Here Are 3 Ways To Fix That

Cash and profit are two completely different things. Are you making decisions off the latter or the former?

Brandon Metcalf / July 27, 2020

Using PlaceCPM: How We Make Better Business Decisions, Faster
Using PlaceCPM: How We Make Better Business Decisions, Faster

Accurate forecasts drive business decisions. The problem is, the time and effort required to produce and maintain accurate forecasts can be daunting at best.

Danielle South / July 1, 2020