Budgeting & Forecasting6 min read
Business vs. Personal Bank Accounts
If you own a business, it’s important to have a separate bank account just for your business. This helps you…
James Richard ·
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211 articles
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Budgeting & Forecasting5 min read
What is a Receipt?
Keeping track of your business sales is crucial. That’s why receipts are important because they prove that you’ve traded goods…
James Richard ·
Excel & Modeling5 min read
How to Perform Financial Analysis Using Excel?
It’s important to become skilled at using Excel for financial analysis. Excel has powerful tools that can help you analyze…
James Richard ·
Reporting & Automation5 min read
Complete Month-End Close Checklist
What makes the month-end close so tricky? Well, unfinished financial documents and an uncoordinated FP&A team can cause big problems…
James Richard ·
Budgeting & Forecasting5 min read
What is Vertical Analysis?
Vertical analysis, an accounting technique, facilitates the proportional examination of various documents, such as financial statements. When doing vertical analysis,…
James Richard ·
Budgeting & Forecasting7 min read
Discounted Cash Flow Model in Excel
The Discounted Cash Flow (DCF) model in Excel is like a calculator. It helps figure out how much a company…
James Richard ·
Budgeting & Forecasting5 min read
What is a Chart of Accounts?
Successful accounting methods require a diverse set of skills, especially financial insight, which is crucial for smaller organizations with limited…
James Richard ·
AI for Finance12 min read
The Best AI Tools for Excel Users
Excel has long served as the main tool for organising data and finances. However, with the rise in AI, the…
James Richard ·
AI for Finance3 min read
6 Key Insights from Gartner’s AI-themed CFO & Finance Executive Conference 2023
Gartner’s CFO & Finance Executive Conference (May 31- June 1) brought together some of the world’s most prominent CFOs and…
James Richard ·
Budgeting & Forecasting4 min read
Leveraging Excel in Cash Flow Planning
Cash flow planning is of paramount importance to the financial well being of an organization. Your company can be profitable…
James Richard ·
Budgeting & Forecasting6 min read
8 Ratios for Evaluating Your Company’s Financial Efficiency
Whether you’re an early-stage, growth-at-all-costs start-up or a more mature company, knowing how to properly convert dollars invested into revenue…
James Richard ·
Budgeting & Forecasting4 min read
The Four C’s of Financial Planning to Keep an Eye On
Financial planning would be a relatively simple procedure if the world was fairly predictable. You’re probably aware of the classic…
James Richard ·