As a CEO success isn’t just about working hard, it’s about moving your business in the right direction. Digging into your company’s financial data is something that can help with that.
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 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.
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.
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.
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!
Before AutoCFO, your main option was to open an Excel spreadsheet, download your Profit & Loss statement from your accounting system (QuickBooks), copy the expenses from last year, then start typing numbers into the excel cells for what you think will be different from last year. It’s a bit exhausting just thinking about all of that work!
