Guides for CFOs, controllers, founders and accountants

Revenue recognition, the month-end close, cash flow, sales commissions and AI in finance, with checklists, worked math and the US GAAP rule behind each step.

AI Finance Operating System

The case for one governed system instead of seven tools.

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 minute read

Revenue Recognition

ASC 606 and deferred revenue, explained for operators.

The complete ASC 606 guide for SMBsASC 606 explained for SMB finance teams: the 5-step model, SaaS and multi-element examples with real math, SSP allocation, modifications, and disclosures.14 minute read

Month-End Close

Close faster with fewer errors: checklists and benchmarks.

The month-end close checklist: every step, day by dayA 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 minute read

AI in Accounting

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

AI accounting: a practical guide for finance teamsWhat AI accounting actually automates today (categorization, reconciliation, anomaly detection, close orchestration) plus the controls and buying checklist.12 minute read

Cash Flow

Forecasting, runway math, and 13-week models.

Cash flow forecasting: a complete guide for SMBsHow 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 minute read

Sales Commission

Plan design, quota math, and commission accounting.

The sales commission guide: plans, math and accountingDesign sales commission plans that work: structures compared, OTE and accelerator math with worked examples, ASC 340-40 accounting, and a review checklist.13 minute read

SMB Finance

Building the finance function, stage by stage.

The small business finance playbookHow 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 minute read

Multi-Entity & Global

Consolidation, FX, and finance across borders.

Multi-entity and multi-country finance: a practical guideHow to run consolidated reporting and FX translation across multiple legal entities and countries, with an honest map of where intercompany elimination fits.13 minute read

Spend & Finance Rails

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

Modern spend management and finance railsCorporate 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 minute read

Stock Comp & Equity

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

Stock comp and equity for SMBsCap 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 minute read

HR & Payroll

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

HR and payroll for a growing teamBuilding 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 minute read

Franchise Finance

Franchisor and franchisee finance, both sides.

Franchise operations financeFinance 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 minute read

AI Governance & Compliance

Frameworks, controls, evidence, and red-teaming.

Building an AI governance and compliance programA practical playbook for an AI-governance program that holds up (frameworks, controls, policies, evidence, and red-teaming) for teams deploying AI in operations.14 minute read

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