Financial Strategy

What is an Operating Expense Dashboard?  Operating expenses are not directly tied to the production of goods or services but are necessary for running the business, such as salaries, utilities, rent marketing etc. Managing operating expenses is important because it directly impacts a company’s profitability and financial health. An operating expense dashboard can be a […]

Many startups start strong, driven by innovative ideas and initial funding. However, without finding a stable market or customer base, many struggle to achieve sustainable growth. For startups aiming to transition into long-term success, a mindset shift is essential—from “startup mode” to building a viable, enduring business. Here are five essential steps to help founders […]

Converting a Gesellschaft mit beschränkter Haftung (GmbH) into an Aktiengesellschaft (AG) is a significant step for businesses looking to enhance their capital access, facilitate share transfers, and attract more investors. This transformation can open doors to new opportunities but requires careful planning and execution. In this blog, we will explore the best practices for successfully […]

Running a business comes with its own set of challenges, and there are times when it can feel like everything is hanging by a thread. Whether it’s unpredictable cash flow, mounting debts, or unexpected expenses, the pressure can be overwhelming. But it doesn’t have to be this way. A solid financial plan can be your […]

Liquidity is the lifeblood of any business. It ensures that your company can meet its immediate obligations, invest in growth opportunities, and navigate through financial challenges. When we help our clients boost their liquidity, the reaction is often one of excitement—akin to getting a cool breeze on a hot day. However, while enhanced liquidity opens […]

Outsourcing financial management has become an increasingly popular strategy for businesses seeking to streamline their operations and reduce costs. The choice between hiring a generalist in-house or outsourcing to an expert team can significantly impact your company’s financial health and overall efficiency. Here’s why outsourcing your financial management to a specialized team makes a lot […]

A while ago, we were working with one of our clients, a B2C software company that was gearing up to scale a promising new product. Their strategy was ambitious: a product-led growth model based on the belief that the product’s significance and ease of use would naturally drive viral sales. The Reality Check Early analysis, […]

In today’s fast-paced markets, understanding and optimizing your Pipeline Velocity is more critical than ever. But what exactly does this metric reveal and why is it vital? Understanding Pipeline Velocity Pipeline Velocity measures the speed at which leads move through your sales pipeline to become revenue-generating customers. It’s a powerful indicator of your sales process […]

Liquidity is often overlooked in financial planning despite its importance in maintaining business operations. Managing liquidity can be especially challenging for growing companies, particularly given the additional investments required for scaling, such as funding inventory, hiring staff, and expanding infrastructure. This article explores 11 strategies to enhance liquidity and ensure your business remains operationally sound […]