Category: Cash Flow

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.

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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.

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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.

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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.

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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?”

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How to Choose KPIs for My Small Business

The internet makes Key Performance Indicators (“KPIs”) seem like the gold pot at the end of the rainbow of business management. And thus these metrics are shrouded in so much mystery that the search for the perfect KPIs becomes an unachievable quest. Let me part the clouds of mystery for you.

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Tax Time… Again

Tax season! Personally, it is not my favorite task. I love spreadsheets and financials and numbers, but I do not like doing my taxes. Tax season is also that time of year where we all take a hard look at how we did last year.

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Get Rid of the Financial Noise

Have you ever opened the financials for your business and immediately felt overwhelmed? So many numbers, no point of reference, and 5-10 clicks to find the data you actually need. Not fun! See how AutoCFO can help you wrangle your data as if you had a team of financial analysts on your side!

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