Financial Insights
A financial blog for real people.
Having Financial Goals for Your Cash Is a Game Changer
Having financial goals for your cash is a game changer. It won’t stop your business from spending the money you need to spend, but it gives you the freedom to spend your money.
I’m a Business Owner. What’s Holding My Business Back?
Your business has been steadily growing, but now you’ve hit a plateau. What’s holding your business back? The likely culprit is data.
Why We Built Our Forecasting Tool, AutoCFO
What do you do when you can’t find a business forecasting tool that does everything you want it to? You create your own. It’s time to discover AutoCFO–your business forecasting tool.
How to Forecast As a Startup
I know my startup needs a forecast, but where do I start? Learn 5 expenses all startups should consider when creating their forecast.
AutoCFO’s Favorite Automation Tools
We love automation. While we haven’t tried every tool out there, here’s some of our favorite automation tools for small business finance
Announcements!!!
Two huge announcements about improving our software design, and a our brand new Virtual CFO Service!
How I Managed My Personal Finance Before Budgeting Apps Like Mint (Spoiler: Poorly)
Numbers are numbers, and for entrepreneurs, your personal and professional finances are intertwined, so how do you manage each?
Time-Saving Tips for Financial Data Analysis
No one wants to spend hours poring over the financial data! Implement these time-saving tips for financial data analysis to save time reviewing your numbers.
The History of Small Business Finance
The modern world needs live, real-time data streams while the tech stack for small business owners is constantly evolving. Welcome to the world of real-time financial data and live, easily updated forecasting.
Why Every Business Needs a Financial Forecast
The two keys to successfully achieving your business goals are one, having a budget and two, reviewing that budget. Why? Two main reasons:
Starting Your First Business Is Hard at Any Age
Every entrepreneur has to start somewhere! No matter how old you are, starting your first business is a labor of love and is hard at any age.
How Much Does a Financial Model Cost?
I love this question. My cofounder, Lindsey, likes to ask people, “Do you value your time?” For me the answer is a hard yes. I have charged by the hour for my consulting clients for years, I know how much my time is worth.
How to Create a Business Budget in Excel
Does building a budget, often called a forecast, in Excel sound too difficult or too intimidating? It can, but this article should help!
AutoCFO Partners With Private Equity Platform Astrella
AutoCFO is excited to announce our new partnership with Astrella, a cloud-based SaaS solution by AST.
Cash in the Bank
How Can You Tell a Business Is Successful?
They make money. Please, please ignore the Facebooks and Twitters of the world. There are venture capital unicorns… and there are the rest of us. 99.9% of businesses have to make money to stay in business.
Why Avoiding Your Numbers Is A Dangerous Game
Time to Tackle the To-Do List?
There are things we all avoid. Overdue medical bills, mowing the lawn, laundry, maintenance on the car. These are chores— things we know we have to do but don’t want to get around to. Usually, they involve painful or unpleasant experiences. Hanging out at the dealership for 2 whole hours with terrible WiFi. Folding the same clothes over and over again. Pulling the lawnmower out from behind the car and 2 tricycles. Did I mention cleaning the garage?
How a Customized Dashboard for QuickBooks Online Can Help your Clients
Whether you love it or hate it, budgeting is extremely important for all types of businesses. The key to successful and accurate budgeting is to not forget anything. What’s the best way not to forget anything? Have a checklist. When you use a checklist, you limit surprises and help ensure you didn’t forget anything during the budget building process.
5 Items Every Budget Should Include
Whether you love it or hate it, budgeting is extremely important for all types of businesses. The key to successful and accurate budgeting is to not forget anything. What’s the best way not to forget anything? Have a checklist. When you use a checklist, you limit surprises and help ensure you didn’t forget anything during the budget building process.
Why Excel Budgets & Reports Don’t Cut It Anymore
With more and more sources of data at your fingertips in our lives, stale Excel reports really don’t cut it anymore. If you are using these as the only way you communicate information to the business managers you work with, it’s time to re-evaluate.
Accountants, CFOs: Save Time. AND Be a Rockstar.
How much time does it take to answer a “simple” question like, “What was our revenue for X customer last month?” I once had a private equity investor grumble at me with a tone of complete and utter annoyance. He had asked one of our portfolio company’s controllers that question and received the response, “Can I get back to you on that tomorrow?”
Why Businesses Hire A CFO and Why Many Small Businesses are Missing Out
Why do businesses hire a CFO in the first place? They typically hire a CFO in order to get clarity on what is going on in their business financially. The CFO is able to perform analyses and act as a translation tool between the numbers and the operations of the business.