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Surviving the cash flow “Valley of Death”: transitioning from project revenue to subscriptions
Subscription revenue builds slowly while costs stay flat, and the gap between them is where companies stall. How to size the buffer, convert existing clients, and change what you measure.
Nov 19, 20255 min read


Case study: how Raftel Strategy’s outsourced CFO services transformed a digital agency’s financial operations
A digital marketing agency had 800+ ledger accounts and a 40-day close. We rebuilt the chart of accounts, added a 13-week cash forecast and automated the close, cutting it to 10 days.
Nov 16, 20254 min read


3 accounting tips for budgeting season
Three accounting tips to keep your year-end reporting accurate: journal entries, cost centers for blockchain development, and activity-based costing.
Nov 21, 20244 min read


Mastering the art of budgeting: your budgeting season checklist
A budget should tell the story of your next year. Here is the checklist we use, from strategic goals through to a model you can defend.
Nov 7, 20245 min read


Think of your FP&A team as the nucleus of your company
Your FP&A team is the service inside your company that turns scattered data into one set of numbers everyone trusts.
Oct 9, 20244 min read


Do some founders and CEOs understand finance better than others?
Most founders know strategic finance matters. Fewer know what to do about it. Learn about custom models, KPIs and one expensive gross-margin mistake.
Sep 12, 20244 min read


Capture the right data from the start
Plenty of CRM data, none of it usable for planning. What goes wrong when a system is set up without the business strategy in mind, and how to avoid it.
Aug 28, 20243 min read


Planning towards an exit
When should a founder start planning an exit? As early as possible. The three things to have in place long before you sell.
Aug 14, 20244 min read


Why strategic finance matters
Most founders can read last month's numbers but cannot see what next month's decisions will do. Strategic finance, and the five phases it takes to get there.
Jun 5, 20247 min read


The 5-year budget that didn’t make sense
A client's 5-year budget targeted $5M in revenue with no plan to get there. Why a budget is not a strategy, and what a real one needs.
Feb 6, 20244 min read


What is Strategic Finance?
Most companies have a finance team and assume that means they have strategic finance. Here is the difference, and why it decides how good your decisions are.
Feb 2, 20244 min read


Data piping
A Fortune 500 client could not tell which products were profitable. Data piping is how clean, consolidated data becomes the base of strategic finance.
Feb 1, 20245 min read
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