Tag Archive for: Scaling

The CFO’s Guide to Scaling Financial Data Prep: From Manual to Automated Workflows

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Let me give it to you straight: most finance teams are flying their planes while building the wings. And that’s fine—until you hit turbulence. I’ve worked with scaling companies where the first $10M in revenue was built on ad hoc Excel reports, stitched together the night before the board meeting. And hey—it worked. Until it […]

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The 5 Most Common Mistakes I See in Financial Models—and How to Fix Them

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Financial modeling, when it’s good, is like jazz—dynamic, structured, and intentional. When it’s bad, it’s a car crash on the freeway: you can’t look away, and everyone’s pretending it’s still moving forward. I’ve reviewed hundreds of models in my career, from scrappy startup decks to nine-figure buyout scenarios. Some were elegant. Many were… not. The […]

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