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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
The Rule of 40: Balancing Growth and Profitability in SaaS Companies
The Rule of 40 states that a healthy SaaS company's revenue growth rate plus profit margin should equal or exceed…Revenue Recognition for SaaS Companies: Avoiding ASC 606 Pitfalls
You closed a $120,000 annual contract and the cash hit your account last week. Your revenue for the month just…How to Prepare SaaS Financials for Series A Funding: Complete Guide
You've built a SaaS product customers love, hit your early revenue milestones, and now you're ready to raise Series A.…SaaS North Star Metrics Explained: CAC, LTV, and Churn Defined
Your SaaS company is growing, but you're not sure if that growth is actually profitable. CAC, LTV, and churn are…Internal Controls for Investment Companies: A Risk Mitigation Guide
Investment companies face a unique challenge: you're managing other people's money, which means every operational gap carries the potential for…Tax Efficiency in Investment Structures: LP vs GP Financial Management Explained
The difference between paying 20% tax on your investment profits versus 37% often comes down to one decision: how you…NAV Calculation Best Practices: A Complete Guide for Private Equity Funds
Getting NAV wrong doesn’t just create accounting headaches—it directly affects how much money flows to your investors and how they…Streamlining Financial Due Diligence: A Complete Guide for Investment Firms
Investment firms lose deals every year not because they lack capital, but because their due diligence process moves too slowly.…Portfolio Monitoring: How CFOs Track Performance Across Investment Companies
Managing a single company's finances is complex enough. Overseeing performance across an entire portfolio of investment companies—each with its own…Cash Flow Forecasting for Coaches and Consultants: A Complete Guide
Your launch just closed at $150,000, and three weeks later you're wondering how the bank account dropped to $12,000. This…Tax Strategies for High-Earning Coaches and Consultants: Complete Guide
You built a coaching or consulting business that generates real revenue—and now you're watching a significant portion of it disappear…The Complete Guide to Managing High-Volume Small Transactions in Coaching Businesses
Your coaching business is thriving—courses selling, memberships growing, digital products moving. But somewhere between Stripe, PayPal, Kajabi, and your bank…How to Productize Consulting Services: A Financial Planning Guide
Most consulting and coaching firms hit the same ceiling: revenue stays tied to how many hours the founder can work.…The CFO’s Role in Scaling Coaching and Consulting Businesses
You started your consulting or coaching business to do work you love—and now you're so busy doing that work, there's…Commission Plan Design That Works: Incentives That Don’t Destroy Margin
Incentives can accelerate growth, or quietly bankrupt it. The difference is whether your payout logic is tied to the economics…Agency Capacity Planning: Turn Headcount Into Revenue Targets (Without Burnout)
Most agencies don’t have a revenue problem. They have a capacity math problem. If you can’t translate headcount into a…
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