What Financial Reports Should Look Like at $1M, $5M, and $10M ARR
As your SaaS startup grows, your financial reporting should grow with it. This article outlines exactly what to focus on at the $1M, $5M, and $10M ARR stages—helping you share the right numbers and tell a better story.
When to Classify Costs as COGS vs Operating Expense, and Why It Matters
Understanding the difference between COGS and OpEx isn't just a finance formality. It shapes how your business is evaluated, how you plan pricing and hiring, and how you present your performance to investors and your board.
What to Do When Your Forecast and Reality Start to Drift
Even the best forecasts drift from reality. Here’s how to spot it early, realign your model, and communicate with clarity when your plan changes.
How to Run a Clean Monthly Close With a Small Team
Even without a finance team, early-stage startups can create a clean, repeatable monthly close process. Here’s how to stay consistent and improve speed.
How to Report on Burn and Runway the Right Way
Burn and runway are two of the most talked-about metrics in early-stage startups, but they’re often misunderstood. This guide breaks down how to calculate, track, and report these metrics with confidence.
The First 90 Days of Finance at a Seed-Stage Startup
After raising your seed round, building a strong finance function is essential. This guide offers a 90-day roadmap for early-stage startups to build clarity, discipline, and structure into their financial processes.
Building Internal and External Reporting Packages: A Founder's Guide
As your startup grows, your reporting needs evolve. This guide explains how to build internal and external reporting packages that drive clarity, build trust, and support strong leadership.
What to Include in Your First Board Pack (and Why It Matters)
Your first board meeting can feel like a high-stakes performance, but it’s really an opportunity to build trust and alignment. This guide breaks down exactly what to include in your board pack, and how to use it as a tool for strategic communication.
Bookkeeping, Accounting, and FP&A: What Founders Should Know
As a founder, it is easy to view finance as one broad category. But bookkeeping, accounting, and FP&A each serve distinct roles. This guide breaks down what each function does, when to bring them in, and how they work together to support growth.
How to Build Your Startup Finance Function at Every Stage
A startup’s finance function doesn’t need to be built all at once—but it does need to evolve intentionally. This guide outlines how founders can scale their financial capabilities stage by stage, from bookkeeping and budgets to board prep and strategic CFOs.
Demystifying The Data Room: A First-Time Founder's Guide to Diligence Success
Your data room can make or break your fundraise. Learn the essential steps for first-time founders to impress investors with organized, insightful data.
Investor Diligence Triggers: A SaaS Founder's Guide to Financial Preparedness
Fundraising involves more than just a pitch. Investors will dig into your SaaS financials. Learn the key investor diligence triggers, from forecast accuracy to retention rigor, and how to prepare.
How SaaS Companies Can Use Finance to Shape Pricing Strategy
Pricing can feel like guesswork in early-stage SaaS, but finance helps bring structure and clarity. This post explores how finance supports pricing strategy—from cost analysis to modeling, testing, and aligning with CAC and margins.
The Finance Infrastructure Roadmap for Startups: What to Build, When, and Why It Matters
Many startups treat finance as an afterthought, but a thoughtful financial foundation can unlock clarity, confidence, and long-term growth. This guide outlines what infrastructure to build at each stage, from pre-seed to growth, so you can scale smarter and stay ahead of investor expectations.
The 5 Reports Every Startup Should Have Before Fundraising or Board Meetings
Every founder knows they need “better reporting”, but what does that actually look like? In this guide, I walk through the five essential reports that help startups tell a confident, accurate financial story ahead of board meetings or fundraising.
The 5 KPIs Every Growth-Stage SaaS Company Should Monitor Regularly
Tracking the right KPIs isn’t about having a massive dashboard—it’s about identifying the key metrics that drive action for your business. In this post, learn how to choose, track, and use KPIs that move the needle for growth-stage SaaS companies.
Why Most Forecasts Fail (And How to Build One That Works)
Most forecasts fail—not because of bad math, but because they ignore business reality. Learn how to build forecasts that stay relevant, actionable, and accurate.