Insights
Ideas worth taking forward.
Practical writing on planning, reporting, subscription metrics, automation and AI in finance. Each article answers one question a finance leader actually asks, in plain English, with the specifics.
What does outsourced FP&A actually include?
A plain-English guide to what an outsourced or fractional FP&A service covers, what it costs relative to hiring, and how to tell whether your business is ready for it.
How to forecast MRR when churn is lumpy
A single blended churn rate hides more than it shows. How to forecast subscription revenue from cohorts, segments and lifecycle stages so the forecast explains itself.
The five numbers every finance dashboard needs, and how to build them in Power BI
Most finance dashboards show too much and prove too little. Here are the five measures a board actually uses, and how to model them in Power BI so they reconcile to the accounts.
Automating month-end: where to start and what to leave alone
A practical order of attack for automating the month-end close in a mid-sized finance team, with the processes that pay back fastest and the ones that still need a person.
AI for accountants: what to automate first, and what to keep human
A grounded look at where large language models help in an accountancy practice or finance team today, where they do not, and how to introduce them without putting the numbers at risk.
Let's talk
Have a question an article should answer?
Tell us what you are trying to work out. If it is a common problem we will write about it, and if it is yours specifically we will help with it directly.