Insights

Practical thinking on strategic finance

Clear, founder-focused perspectives on building finance functions, managing cash, raising capital and using technology to make better decisions.

CFO Readiness Assessment

Is Your Business Ready for CFO-Level Finance Leadership?

Take our free 5-minute CFO Readiness Assessment and discover whether your finance function is helping you drive growth — or simply report the past.

You'll receive:

  • Your CFO Readiness Score
  • Key strengths identified
  • Areas needing attention
  • Recommended next steps
  • Actionable insights you can implement immediately

Designed by an FCCA-qualified Finance Leader with 20+ years of experience helping growing businesses improve profitability, cash flow, and financial clarity.

Featured Insight
Featured · Fractional CFO · 7 min read

When Should You Hire a Fractional CFO?

Most founders wait too long. We break down the revenue milestones, warning signs and inflection points — from cashflow stress to an upcoming raise — that signal it's time to bring in CFO-level leadership, and how a fractional model delivers it without the full-time cost.

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Cashflow13-Week Forecast
Cashflow · 6 min read

Cashflow Forecasting Best Practices

A 13-week rolling cash forecast is the single most powerful tool for a growing business. Here's how to build one that's accurate, actionable and trusted by your board.

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FundraisingInvestor Reporting
Fundraising · 5 min read

Investor Reporting Essentials

What investors actually want to see each month — the metrics, format and cadence that build confidence between raises and make your next round easier.

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SaaSMetrics
SaaS · 8 min read

Financial KPIs Every SaaS Company Should Track

From ARR and NRR to CAC payback and the Rule of 40 — the metrics that define a healthy SaaS business and the benchmarks investors use to judge it.

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ScaleFinance Function
Operations · 7 min read

Building a Finance Function for Scale

How to evolve from founder-run spreadsheets to a finance function that supports a fast-growing business — the roles, systems and reporting to put in place, and when.

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AIAutomation
Technology · 6 min read

AI in Modern Finance Teams

Where AI genuinely adds value in finance today — reporting automation, faster analysis and live dashboards — and how to adopt it without losing control or accuracy.

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StrategyProfitability
Strategy · 6 min read

Growth vs. Profitability: Finding the Balance

In a tighter funding environment, the trade-off between growth and profit has never mattered more. How to model it, measure it and make the call with confidence.

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Free Resource

The Fractional CFO Readiness Checklist

A practical 12-point checklist to assess whether your business is ready for CFO-level finance leadership — and where the biggest gaps are right now. Delivered straight to your inbox.

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