Budgeting & Forecasting4 min read
Difference Between Bookings, Billing, and Revenue
If you’re in SaaS or any subscription-based business, terms like bookings, billing, and revenue might seem interchangeable at first glance….
James Richard ·
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211 articles
All topicsAI for FinanceReporting & AutomationBudgeting & ForecastingExcel & ModelingTools & Reviews
Budgeting & Forecasting4 min read
What is the Budget Burn Rate?
Most people believe that overspending is a no-go. It causes financial strain, derails campaigns, and creates unnecessary stress. But did…
James Richard ·
Reporting & Automation10 min read
Step by Step Year- End Close Guide
The year-end close can feel overwhelming for finance and accounting teams. It’s that time when accuracy, deadlines, and a hefty…
James Richard ·
Budgeting & Forecasting6 min read
Guide to Integrated Business Planning
Integrated Business Planning (IBP) might sound like another corporate buzzword, but it’s actually a practical approach to align your business…
James Richard ·
Budgeting & Forecasting3 min read
Year-End Incentives for Finance Professionals Expected to Increase
As 2024 wraps up, there’s an exciting buzz in the financial services sector: year-end incentives are expected to rise significantly,…
James Richard ·
Reporting & Automation3 min read
10 Step Month- End Close Checklist
Managing your company’s finances can sometimes feel like juggling multiple balls simultaneously. One of the most important tasks in this…
James Richard ·
Tools & Reviews7 min read
History of Finance Tools
What if -we keep track of our finances using clay tokens or making notches on bones? It sounds ancient, but…
James Richard ·
Budgeting & Forecasting5 min read
Contribution Margin Income Statements
If you’re serious about truly understanding your business’s profitability, it’s time to get familiar with the contribution margin income statement….
James Richard ·
Excel & Modeling4 min read
Best Excel Courses for Finance
Excel courses offer substantial value to finance professionals, regardless of experience level. Excel remains a cornerstone in the finance industry,…
James Richard ·
AI for Finance3 min read
AI Adoption in Finance Just Took Off
In recent years, artificial intelligence (AI) has significantly impacted various industries, and the corporate finance world is no exception. Wolters…
James Richard ·
Budgeting & Forecasting3 min read
CapEx vs. OpEx: What’s the Difference?
Capital Expenditure (CapEx) and Operating Expenditure (OpEx) are components of financial planning and it’s important to understand their difference. Both…
James Richard ·
Budgeting & Forecasting6 min read
What is Sales and Operations Planning (S&OP)?
Sales and Operations Planning (S&OP) is a comprehensive process that aligns an organization’s demand, supply, and financial planning. This integrated…
James Richard ·