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Resources for Your Business Success
Empowering Your Business with the Right Tools

Explore a wealth of resources designed to help your business thrive. From expert articles and guides to webinars and templates, we provide the knowledge and tools you need to succeed.

 
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Displaying 1 - 12 of 148
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Decoding SaaS Revenue Metrics

Privately held companies that offer Software as a Service (SaaS) utilize additional metrics to measure and analyze their financial performance. The three most common are Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR), and Committed Annual Recurring Revenue (CARR).

When should you switch from a bookkeeper to a CFO
When to Transition from Bookkeeper to CFO

Tips on when an early-stage company should hire a bookkeeper, controller, fractional CFO or full-time CFO to enhance their financial operations and position the company for continued growth and profitability.

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Personal Financial Statement Template

A personal financial statement (PFS) is a snapshot of your financial position at a specific time. It lists your assets (what you own), liabilities (what you owe), and net worth. A PFS is essential for entrepreneurs looking to buy a business, get a loan, rent an office or storefront and more.

The 6 C's of Business Credit

Master business financing with the "Six C’s" of credit! Discover how lenders assess your application and boost your approval chances.

SWOT Analysis
Important Questions to Ask in Your SWOT Analysis

Every small business owner should conduct a SWOT analysis at least twice yearly to assess their Strengths, Weaknesses, Opportunities and Threats compared to their competition, markets and industry.

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How to Successfully Crowdfund Your Startup

Crowdfunding has disrupted the world of startup financing, creating new pools of capital for entrepreneurs. Instead of the single-lender model of the past, crowdfunding has made raising funds a collective online effort, giving money to new businesses and introducing them to potential future customers.


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