It started, as most modern corporate absurdities do, with a single sentence in a leadership Slack thread: “Do we really need Excel for this?” Cue the floodgates. Someone (from Marketing, naturally) posted a Medium think piece on how “spreadsheets are a relic of the past.” Someone else chimed in about their nephew using Notion for […]
Let me tell you something about forecasting that doesn’t make it into the glossy investor decks: it’s less art, more street fight. Forecasting is what happens when you’re locked in a room with imperfect data, an impatient executive team, and the ticking clock of a quarterly board meeting. I’ve lived that loop more times than […]
Let me say this up front: Month-end reporting doesn’t have to feel like an endurance sport. We all know the drill. You build your reporting pack. You double-check numbers. You chase down last-minute actuals from operations. You rebuild links that broke since last month. You massage charts to be board-ready. And somewhere along the way, […]
Let me be honest: budgets are broken. At least, the traditional kind. You know the one: twelve-months-in-advance, set-it-and-forget-it, rooted in last year’s numbers, built to please the board rather than steer the business. I’ve built those. I’ve torn them apart, too. If you need the mechanics of the method, start with my rolling forecast guide. […]
I used to think we could scale our finance team with grit, hustle, and spreadsheets. And for a while, we did. Forecasts were living documents (in five tabs). We tracked cash burn on whiteboards. The budget was something I explained out loud more than I ever wrote down. Eventually, I realized that if we were […]
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