SaaS Financial Model for Small Businesses: MRR, Churn and LTV
If you’re running or investing in a Software-as-a-Service (SaaS) company, your revenue streams, cost structure and growth trajectory lo...
Blog
Budgeting and Forecasting: How to Plan for Q4 and Beyond
For many US businesses, Q4 isn’t just another quarter it’s the home stretch. Year-end brings a flurry of activity: closing sales, recon...
Accounts Payable Management and AR Management: Strategies for Efficient Cash Flow
Managing cash flow is one of the most critical challenges for any growing business. Even if you’re profitable on paper, poor handling o...
Comparing Business Plan Types: Start-Up vs Franchise vs Non-Profit
Every successful organisation begins with a solid plan. But not all business plans are created equal. A tech start-up will need a very ...
Quality of Earnings Reports: Differentiating Recurring Revenue
When you’re evaluating a company for investment, acquisition, or even internal planning, it’s not enough to simply look at the top-line...
Building Investor Pitch Decks That Win: Tips and Best Practices
When you’re raising capital, your pitch deck is often your first impression. It’s a visual and narrative tool that explains your busine...
The Power of Outsourced Bookkeeping and Accounting for Growing US Businesses
Running a growing business in the US is exciting but it can also be overwhelming. Between marketing, operations, customer service, and ...
Sell-Side Due Diligence: Preparing Your Financials for a Smooth M&A
Selling a business is like staging a performance for an audience of precise critics — your buyer is going to scrutinize every detail. I...
Buy-Side Due Diligence: What Investors Need to Know
Investing in or acquiring a business can be one of the most rewarding moves for a company or investor — but also one of the riskiest. D...
Understanding 409A Valuations: Why Startups Need Independent FMV Assessment
When you’re building a startup in the US, excitement often revolves around launching products, landing customers, and scaling...