Exclusive Tariff Interview with Flexport’s Ryan Petersen

As a firm, we don’t know everything about everything. We help founders understand the financial implications of their decisions. But when it comes to thinking through those decisions, we do our best to pull in experts on those topics – be it CRO, the best ad platforms, or in this case, tariffs. Your CFO should […]

Your Monthly Financial Review (Part 2: Balance Sheet)

In a previous email, we talked about the P&L review to spot problems in your company before they snowball. Today is the balance sheet. When I do this with clients, it’s usually faster than the P&L review. Barring a catastrophe, the main things we do is take 10-15 minutes to sanity check: Cash on hand […]

Your Monthly Financial Review (Part 1)

Whether you’re doing this solo, with your executive team, or with a third-party (like an advisor) set aside dedicated time each month as your financial deep-dive day (preferably the same time on a schedule) Half a day is plenty unless you’re doing longer term, annual planning If you don’t have half a day, try 2 […]