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5 Tips for Setting Up a Chart Of Accounts Correctly (with a free Chart of Account Example!)   Meaningful data supports good decisions. To provide the financial information your organization needs to analyze performance and make informed decisions, you must first capture and categorize your company’s financial transactions. The foundation for doing so is yourRead more

Creating the Financial Map to Achieve Strategic Goals The Financial Planning Process   By: Edgar Rodriguez Executive Consultant PlusPoint Consulting Our last post focused on the first step in your planning process – establishing your organization’s strategic goals and objectives. Once you’ve done so, the next step is to measure where you are in relationRead more

Preparing for a Capital Raise: What Investors Want to See In the second segment of the “Preparing for a Capital Raise” webinar, PlusPoint CEO Kari Minton dives into what investors want to see, covering: trended financials GAAP vs. cash historical trends financial presentations what a SaaS P&L should look like   This is the secondRead more

Preparing for a Capital Raise: Funding Types and Stages PlusPoint CEO Kari Minton recently participated in a webinar on “Preparing for a Capital Raise: Benchmarking and Accounting Best Practices“. Watch co-presenter Rob Belcher, Managing Director with SaaS Capital, kick it off in this short video segment, as he explains the different types of funding andRead more