Guides & Resources

The SMB Finance Library

Deep, practical guides for CFOs, controllers, founders, and accountants - revenue recognition, the close, cash flow, commissions, and AI in finance. Real checklists, worked math, and US GAAP context. No filler.

AI Finance Operating System

The case for one governed system instead of seven tools.

AI Finance OS

What Is an AI Finance Operating System?

The AI Finance Operating System, defined: why fragmented SMB finance stacks fail, what qualifies as a finance OS, governed AI agents, and a maturity model.

12 min readRead guide

Revenue Recognition

ASC 606 and deferred revenue, explained for operators.

Revenue Recognition

The Complete ASC 606 Guide for SMBs

ASC 606 explained for SMB finance teams: the 5-step model, SaaS and multi-element examples with real math, SSP allocation, modifications, and disclosures.

14 min readRead guide

Month-End Close

Close faster with fewer errors - checklists and benchmarks.

Month-End Close

The Month-End Close Checklist: Every Step, Day by Day

A complete month-end close checklist for SMB finance teams: phase-by-phase tasks, a day 1–5 close calendar with owners, benchmarks, and automation wins.

13 min readRead guide

AI in Accounting

What AI really automates - and the controls that make it safe.

AI in Accounting

AI Accounting: The Practical Guide for Finance Teams

What AI accounting actually automates today - categorization, reconciliation, anomaly detection, close orchestration - plus the controls and buying checklist.

12 min readRead guide

Cash Flow

Forecasting, runway math, and 13-week models.

Cash Flow

Cash Flow Forecasting: The Complete Guide for SMBs

How to forecast cash flow: direct vs indirect methods, the 13-week model step by step, net burn and runway formulas, scenarios, and seasonal planning.

13 min readRead guide

Sales Commission

Plan design, quota math, and commission accounting.

Sales Commission

The Sales Commission Guide: Plans, Math, and Accounting

Design sales commission plans that work: structures compared, OTE and accelerator math with worked examples, ASC 340-40 accounting, and a review checklist.

13 min readRead guide

SMB Finance

Building the finance function, stage by stage.

SMB Finance

The Small Business Finance Playbook

How to build the finance function of a growing SMB: what to hire and systematize at each revenue stage, monthly reports, unit economics, and tax calendar.

14 min readRead guide

Multi-Entity & Global

Consolidation, FX, and finance across borders.

Multi-Entity & Global

Multi-Entity & Multi-Country Finance: A Practical Guide

How to run consolidated reporting and FX translation across multiple legal entities and countries - with an honest map of where intercompany elimination fits.

13 min readRead guide

Spend & Finance Rails

Cards, bill pay, expenses, and procurement, governed.

Spend & Finance Rails

Modern Spend Management & Finance Rails

Corporate cards, bill pay over ACH, expenses, and procurement in one system - how modern spend rails work, and how to move money safely with policy and approvals.

12 min readRead guide

Stock Comp & Equity

Cap table, 409A, ASC 718, and total comp.

Stock Comp & Equity

Stock Comp & Equity for SMBs

Cap tables, 409A valuations, ASC 718 expense, and total comp - the equity mechanics a growing SMB must get right when it starts granting options without an equity team.

13 min readRead guide

HR & Payroll

HRIS, hiring, performance, and payroll that ties to the ledger.

HR & Payroll

HR & Payroll for a Growing Team

Building people operations as you scale - HRIS, hiring, performance, and multi-state payroll - and how the HR and finance data models finally connect on one system.

13 min readRead guide

Franchise Finance

Franchisor and franchisee finance, both sides.

Franchise Finance

Franchise Operations Finance

Finance for franchise systems - the franchisor’s royalty, fee, and multi-unit reporting problems and the franchisee’s unit economics and multi-location books, explained.

12 min readRead guide

AI Governance & Compliance

Frameworks, controls, evidence, and red-teaming.

AI Governance & Compliance

Building an AI Governance & Compliance Program

A practical playbook for an AI-governance program that holds up - frameworks, controls, policies, evidence, and red-teaming - for teams deploying AI in operations.

14 min readRead guide

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