The Early Signs That a Quarter Is Slipping
Quarters rarely fall apart all at once. This article outlines the early signals that show a quarter is starting to slip, and where founders should pay attention before problems compound.
What to Revisit After the First Six Weeks of the Year
Six weeks into the year is enough time to see real patterns. This article outlines what founders should revisit to sharpen focus, improve clarity, and keep execution on track before the quarter locks in.
The Questions Founders Should Be Asking Their Numbers in Q1
Q1 is when early results start to reflect real behavior instead of assumptions. This article outlines the questions founders should ask their numbers to guide clearer decisions early in the year.
How to Create Momentum After the First Month of the Year
January is a transition month for most teams. Real momentum often starts after the first month, once patterns become clearer. This article explains how founders can sharpen focus and build steady momentum early in the year without overcorrecting.
The Financial Red Flags to Watch for in Q1
Q1 often reveals issues that were easy to miss at year-end. This article outlines the early financial signals founders should pay attention to while there is still time to adjust course.
How to Create a Predictable Operating Cadence for the New Year
January often feels chaotic for early-stage teams. A predictable operating cadence brings structure, clarity, and confidence. This article outlines the habits and rhythms that help teams enter the new year with focus.
How Founders Can Use December to Strengthen Financial Infrastructure
December gives early-stage teams a rare window to slow down and strengthen financial infrastructure. This article outlines the small, practical improvements that reduce stress and create a smoother operating rhythm heading into January.
The Financial Habits of High-Performing Early-Stage Teams
High-performing early-stage teams build strong financial habits early. This article outlines the core behaviors that create clarity, strengthen decision-making, and keep teams aligned as they scale.
How to Build a Culture of Financial Accountability
Financial accountability isn’t about control. It’s about clarity. This article explains how to create a culture where people understand the numbers, trust the data, and take ownership of outcomes.
When Founders Should Stop Managing the Numbers Themselves
In the early days, managing the numbers gives founders control. As complexity grows, it becomes a bottleneck. This article explains how to recognize that turning point and transition financial ownership without losing visibility.
How to Build a Budget That Actually Gets Used
Most startup budgets fail because they’re static. This article explains how to build a budget that stays alive — built on business drivers, ownership, and rolling forecasts.
Building Confidence With Your First Q1 Board Update
Your first Q1 board meeting sets the tone for the year. Learn how to prepare a clear, confident update that builds trust, alignment, and investor confidence.
Forecasting in Uncertain Markets: How Founders Can Plan with Confidence
Forecasting is never about predicting the future perfectly—it is about staying agile and making informed decisions. Learn how founders can forecast confidently in uncertain markets.
Resetting KPIs for the New Year
The metrics that guided your company last year may not be the ones that matter most this year. Resetting KPIs ensures your reporting reflects current priorities and keeps stakeholders aligned.
Communicating Your Budget to the Board and Investors
Presenting your budget is about more than numbers. Learn how to lead with the narrative, highlight key drivers, and build investor confidence through transparency.
Budgeting for Headcount: The Real Cost Driver
Headcount is the largest cost driver in most startups. Learn how to align hiring with strategy, model true costs, and avoid budget pitfalls.
How to Kick Off a Budget Process That Actually Sticks
Budget season does not have to feel like a fire drill. Learn how to set objectives, define ownership, connect strategy to numbers, and build a budget that actually sticks.
Cleaning Up Financial Data Before the New Year
Before the new year begins, take time to ensure your financial data is accurate, consistent, and complete. Clean data builds trust with investors, speeds up decision-making, and prevents future headaches.
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.