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Practical finance, written down.
Short, specific guides for owners, controllers and finance managers. Use them this week.
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Latest · Reporting
What a CFO Dashboard Should Show, and What to Leave Out
What belongs on a CFO dashboard: cash, runway, revenue, gross margin, DSO, DPO, AP aging and budget vs actual, laid out on one screen with clear drill paths.
5 min read
Tools
QuickBooks Online vs Xero: Which Fits a US Small Business?
A balanced, criteria-based comparison of QuickBooks Online and Xero for US small businesses, covering accountants, payroll, reporting, apps and switching.
5 min read
Reporting
P&L by Customer: Why You Need It and How to Build It
How to build a P&L by customer: the data you need, three ways to allocate shared costs, common pitfalls, and what to do once you see who makes you money.
5 min read
FP&A
How to Build and Run a Rolling 13-Week Cash Flow Forecast
Build a 13-week cash flow forecast with the direct method: map receipts and payments, roll it forward each week, and use variance to actual to sharpen it.
5 min read
Automation
How to Work Out the ROI of AP Automation, Step by Step
A practical way to calculate AP automation ROI: what to measure, a worked example with stated assumptions, the formula, and what automation will not fix.
5 min read
Close & bookkeeping
A Practical Month-End Close Checklist for Growing Firms
A day-by-day month-end close checklist for small and mid-sized businesses, covering the calendar, reconciliations, accruals, review and the close pack.
5 min read
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