Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

You have an idea you’re excited about, maybe even early users or interest, and then someone asks a deceptively simple ...

Preparing to raise a round of funding is one of the most important tasks every founder has to do. Compiling a deck, a teaser, and an executive summary requires a thorough understanding of a startup’s ...

Ethan is the founder of SMB Finance, a fractional CFO service for early-stage tech startups. I have been a fractional CFO for several startups in the past couple of years, helping them prepare ...

If you are looking to improve your financial modelling skills when using Microsoft Excel spreadsheets you might be interested in this quick overview guide that provides an in-depth exploration of the ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Think strategically and stress-test your financial models when making decisions to expand your franchise. In one of my previous roles, I had the opportunity to be involved with a company that was a ...

Financial modeling has become one of the most in-demand skills required by finance and accounting professionals. This is because financial models help us derive insights that are used to make critical ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

Trending Now: 5 Subtly Genius Moves All Wealthy People Make With Their Money Earning passive income doesn't need to be difficult. You can start this week. Financial goals are objectives that you set ...