Resources
Explore our collection of resources, guides, and tools to help you build and optimize your finance stack.
CFO Market Map
Explore the landscape of CFO software solutions across different market segments, from financial planning to spend management and beyond.
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Case Studies
Learn how companies across different industries and growth stages have optimized their finance stacks to drive growth and efficiency.
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Financial Resources & Tools
Free resources to help you build financial excellence in your company, from guides and templates to webinars and calculators.
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Alternative Sources of Cash
Explore non-traditional funding options for your business
Build to Exit
Welcome to our online event, Build to Exit! Get ready to learn all about building a successful business with a clear plan to exit. Our expert speakers and founders who have exited their businesses will share their insights and tips on how to create a company that is attractive to potential buyers, with future generations in mind, minimizing risk whilst maximizing opportunity, tax considerations and life after. This series of talks is aimed at founders and CEOs actively operating Companies but of interest to entrepreneurs and aspiring founders too. This event is perfect for anyone looking to maximize their business's value.
Finance & Accounting Assessment Checklist
Evaluate your finance and accounting processes with this comprehensive checklist
SAAS Chart of Accounts
A template for structuring your SAAS company's chart of accounts
SAAS Contract Playbook
Best practices for managing SAAS contracts from closed won to revenue recognition
tFS Simple SAAS Projection Model
<p>I gave a presentation this week (June 17th) to a group of a early stage students at UVIC in their innovation hub around projections and cash flows. In this article I'll share some of the take aways and give you a link to the Google Slides I used and a link to the recording from the call (its about ~80 minutes).</p>
Why You're Still Not Receiving Timely Monthly Financials — And How to Resolve It
For growth-stage companies, timely and reliable financial reporting is not just a compliance task — it is the foundation for confident decision-making, resource allocation, and investor trust. Learn how you can be receiving your monthly financials on time.
Financial Technology Stack
Explore our curated collection of recommended financial technology tools and systems to build your company's finance tech stack.
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