Spreadsheet First Invoice Approval Workflow for Small Teams
Spreadsheet-first methods to fix invoice approval workflows for small finance teams. Use the step-by-step checklist, cut exceptions, and run a 2–4 week…
Subscription Revenue Model in Excel: MRR, Churn, Cohorts & Forecasting
Spreadsheet first playbook for founders. Build pricing, model MRR, and launch your subscription model in three Excel or Google Sheets tabs.
Project Budget Tracker Excel: Formulas, EVM & Template Guide
Get free, production ready Excel trackers with SUMIFS and INDEX/MATCH setup, earned-value (PV/EV/AC) dashboards, and clear rules for when to upgrade to…
Excel vs Google Sheets for Finance Teams: Which Should You Use?
Decide whether Excel or Google Sheets should be your finance team’s system of record. Compare collaboration, model scale, automation, AI, and a migration…
Treasury Management for Startups: A 72-Hour Spreadsheet Playbook
Protect your runway in 72 hours: set daily cash checks, write a treasury policy, and run a 13 week forecast using spreadsheet templates.
How to Build a 13-Week Cash Flow Forecast in Excel
Learn how to build a 13-week cash flow forecast in Excel, map AR and AP timing, roll it weekly, analyze variances, and stress-test cash shortfalls.
Driver-Based Budgeting in Excel: A Practical Guide
Build a driver-based budget in Excel using operational drivers, scenario analysis, testing, and a practical rollout framework.
Fractional CFO Cost in 2026: What $3,000–$12,000/Month Buys
Fractional CFO cost in 2026: compare $3,000–$12,000 monthly retainers, $150–$450+ hourly benchmarks, project fees, full-time CFO costs, and what each budget typically buys.
Break-Even Analysis in Excel: Formula, Template & Lender-Ready Model
Build a break-even analysis in Excel with formulas for units, sales, contribution margin, target profit, Goal Seek, sensitivity analysis, and lender-ready scenarios.
Cash vs Accrual: Which Accounting Method Is Right for Your Business?
Running a business means making decisions with incomplete information. Should you hire another employee?Can you afford new equipment?Was last month actually profitable?Why does the bank account look healthy when several bills are still unpaid? Your accounting method affects how clearly you can answer these questions. The two main approaches are cash accounting and accrual accounting. […]