Forecasting
A forecast nobody trusts isn't a forecast.
Trust comes from drivers, not detail. If nobody in the leadership team can explain why a number moves, the forecast will be ignored the first time it disagrees with instinct.
Insights
Principles we work by.
Short positions on the things that decide whether commercial finance work actually changes anything.
Reporting
More dashboards won't fix bad information.
A second reporting layer over inconsistent data produces two versions of the truth instead of one. Fix the measure before you build the view.
Automation
Automating a bad process just makes the wrong thing happen faster.
Automation is worth doing after the process is worth keeping. The first question is whether the step should exist at all.
Technology
Technology should remove work — not create another system to maintain.
Every new tool has an ongoing cost in attention. If a change doesn't reduce the total amount of manual finance work, it hasn't landed.
Cash
Profit is an opinion. Cash is a fact.
Both matter, but only one of them pays the payroll run. Growing businesses need to see them side by side, weekly.