Finance Insights

Practical finance advice
for growing businesses.

Controller-led perspectives on bookkeeping, cash flow, reporting, and building a finance stack that actually works.

Finance Health Score Live
75

Overall Score

Based on 4 key metrics

+8 pts this quarter
Cash Runway6.2 mo
Gross Margin62%
DSO (Days)38d
Close Speed4 days
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Bookkeeping

Why Your Bookkeeper Isn't Enough — And What to Do About It

Most growing businesses outgrow their bookkeeper long before they realize it. Transaction recording is just the start. Here's what a controller-led finance function actually looks like — and why the gap matters more than you think.

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Cash Flow

13-Week Cash Flow Forecasting: A Practical Guide for Operators

Running out of cash is rarely a surprise — it's a planning failure. Learn how to build a rolling 13-week forecast that gives you real visibility into what's coming.

June 10, 2026 · 9 min Read
Reporting & KPIs

The 5 KPIs Every $1M–$10M Business Should Track Monthly

Most small businesses track revenue and bank balance. The ones that scale track five specific metrics that tell the whole story — before it becomes a problem.

June 3, 2026 · 6 min Read
Bookkeeping

Accrual vs. Cash Accounting: Which One Is Right for Your Business?

Cash accounting feels simpler — but it can hide serious problems. Here's when to switch to accrual, what it costs, and what you gain in financial clarity.

May 27, 2026 · 5 min Read
Strategy

How We Improved Gross Margin by 11 Points in 60 Days

A DTC brand was running on blended margins with no product-level visibility. Here's the exact process we used to identify the problem and fix it — fast.

May 19, 2026 · 8 min Read
Bookkeeping

The Month-End Close Checklist Your Finance Team Actually Needs

A clean close isn't about speed — it's about consistency. Here's the 12-step checklist we use with every client to close books in under 5 business days.

May 12, 2026 · 6 min Read
Strategy

Do You Actually Need a CFO? (Or Just Better Bookkeeping?)

Many founders hire a CFO when what they really need is a solid controller and clean financials. Here's how to know the difference — and what to do at each stage.

May 5, 2026 · 7 min Read
Strategy · Financial Analysis

"A Lannister Always Pays His Debts" — But Should You Buy Their Stock?

We built a full three-statement model for House Lannister Holdings — Balance Sheet, P&L, Cash Flow, and multiples across three fiscal years. The numbers are more alarming than the golden armour suggests.

June 30, 2026 · 10 min Read
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