8 Mistakes New Small Business Owners Make and How to Avoid Them
Starting a business comes with plenty of opportunities to make costly mistakes. Learn eight common mistakes new small business owners make, from failing to plan ahead and overspending to underpricing and trying to do everything themselves, plus how StartSmart can help you build a stronger financial plan for one business completely free.
Why New Business Owners Need to Create Financial Projections for Their Business Plans
Financial projections help new business owners understand startup costs, estimate revenue and expenses, anticipate cash flow needs, evaluate profitability, and build a stronger business plan. Learn why projections matter and how StartSmart can help you automatically create a complete financial plan and supporting financial projections for one business completely free.
6 Tips to Create Successful Financial Projections for a New Business
Creating realistic financial projections can help new business owners better understand expenses, sales, cash flow, assets, liabilities, operations, and break-even requirements. Learn six important tips for building stronger projections and how StartSmart can help you automatically create a complete financial plan and supporting projections for one business completely free.
More articles to help you make smarter financial decisions
Learn how changes in SaaS churn can compound over time and affect recurring revenue, profitability, cash flow, and runway, and how founders can model different retention scenarios using Stripe and QuickBooks data.
How to Model SaaS Churn and Its Impact on Revenue, Cash Flow, and Runway
Learn how SaaS founders can turn Stripe subscription data and QuickBooks financial data into a forward-looking financial plan that connects growth, churn, pricing, hiring, spending, profitability, cash flow, and runway.
SaaS Financial Planning: How to Turn Stripe and QuickBooks Data Into a Forward-Looking Forecast
Learn how SaaS companies can combine Stripe subscription data with QuickBooks financial data to forecast revenue, expenses, cash flow, profitability, and runway while modeling changes to churn, growth, pricing, hiring, and spending.
How to Build a SaaS Financial Forecast Using QuickBooks and Stripe
Learn how SaaS companies can use Stripe subscription data to forecast revenue, model growth and churn, and combine Stripe with QuickBooks data to understand the potential impact on profitability, cash flow, and runway.
How to Forecast SaaS Revenue Using Stripe Data
Buying a small business is one of the largest financial decisions you'll ever make. This comprehensive guide explains how to conduct financial due diligence, evaluate a company's financial health, identify potential risks, analyze financial statements, forecast future performance, and make a more informed acquisition decision.
The Complete Financial Due Diligence Guide for Buying a Small Business
Learn how to accurately forecast SaaS revenue and cash runway by accounting for different billing frequencies, revenue recognition, renewals, churn, and the timing of customer payments.
How to Forecast SaaS Revenue and Cash Runway Across Monthly, Quarterly, and Annual Plans
Understand when FP&A software may be enough, when outsourced CFO services make sense, and why clean bookkeeping is essential for reliable financial planning.
FP&A Software vs. Fractional CFO Services: What Does Your Startup Actually Need?
Many CPAs and bookkeepers want to offer advisory services but never get started because they believe it requires becoming a fractional CFO overnight. In reality, advisory can begin with something as simple as helping clients better understand the trends, risks, and opportunities hidden within their financial data. This article explores a practical framework for launching and scaling advisory services through standardization and automation, enabling firms to create new revenue streams, strengthen client relationships, and move beyond compliance work.
How CPAs and Bookkeepers Can Build a Scalable Advisory Services Practice
BILL shut down Finmark on April 1, 2026. If you used it for forecasting, budgeting, or financial modeling, here's why your replacement should be an upgrade — not a downgrade.
Finmark Is Gone. RunSmart Is What Comes Next.
