Building an FP&A Function
Paul Barnhurst is the founder of The FP&A Guy, a financial planning and analysis training and consulting advisory for small and mid-sized companies. He has 12+ years of Finance and FP&A experience, including roles at DigiCert, Solera, and as Lead Finance Officer at American Express. In this guide, he walks through building an FP&A function including hiring for your FP&A org, building a budget, and forecasting and reporting.
Calculating and Reporting SaaS KPIs
Ben Murray is the founder of The SaaS CFO and The SaaS Academy, where he offers SaaS metrics, finance, and forecasting content and trainings. He’s also a Founding Member of the SaaS Metrics Standards Board. In this guide, Ben walks through the SaaS metrics every company should know, benchmarks for important metrics, and practices to create better tracking and reporting.
Leveraging a Fractional Finance Team
David Lasky is the Managing Director at ScaleNorth, a NetSuite Solution Provider & Outsourced NetSuite Accounting firm. In this guide, he discusses how growth-stage companies can leverage technology and outsourcing partners to transition from a full-time to a fractional finance team.
Managing Accounting at a Startup
Roman Villard is a CPA and accounting expert. He is the founder of Full Send Finance, a provider of tech-enabled financial services for early-stage founders. In this guide, he outlines the keys to managing and building out the accounting function at a startup–including how to think about your chart of accounts, how to set up accounting software, and how to leverage third-party resources and employees.
Managing Financial Data and Technology
Glenn Hopper is the CFO of Sandline Global and author of “Deep Finance: Corporate Finance in the Information Age”. He’s also an adjunct Finance Professor at Southern New Hampshire University and has 15+ years of experience as a CFO. In this guide, Glenn walks through managing financial data and building and connecting a financial tech stack.
Optimizing a Payments Processing Partnership
Greg Myers is a payments ecosystem expert and the host host of the Monetize your Payments podcast. In this guide, he outlines the different types of payment processor relationship options available to software companies, along with the risks, benefits, and considerations that come with each.
Planning for Predictable Growth and Accurate Forecasting
Anthony Cessario is VP of Revenue at Clari, the revenue operations and forecasting platform. In this guide, he explains how good forecasts are a part of a bigger predictable growth strategy, and lays out how to design and instrument a repeatable revenue process with strong processes and accurate data.
Setting Up and Administering an Employee Equity Plan
Miguel Chavez is the founder of Einstein Equity, an equity compensation advisory business that helps companies manage equity plans on Shareworks. Previously, Miguel led efforts helping companies manage their equity at Pave, Option Impact and Shareworks. Miguel has helped 3,000+ VC-backed companies manage their compensation and equity programs. In this guide, Miguel walks through setting up and administering an employee equity compensation plan, including how much equity to give and to whom, reporting on equity, and managing changes.