Sign up to save your podcasts
Or
Share From Spreadsheets to Strategy: How Financial Planning & Analysis Can Transform Your Startup's Future
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
From Spreadsheets to Strategy: How Financial Planning & Analysis Can Transform Your Startup's Future
We have a blog post with all the details of this episode you can read here on the topic of FP&A.
In this episode, we dive deep into Financial Planning & Analysis (FP&A) and why it's becoming the secret weapon for successful startups and small businesses. We explore how founders and finance teams can transform raw numbers into strategic insights that drive growth, secure funding, and make smarter decisions. Whether you're a solo founder trying to extend your runway or building out your first finance function, this episode breaks down everything you need to know about FP&A in practical, actionable terms.
Key Takeaways
What You'll Learn:
- Why FP&A is different from traditional accounting and why startups should care
- The three core skills every startup finance professional needs to master
- How to build financial models that actually help you make decisions (not just impress investors)
- When to hire internally vs. partnering with external FP&A advisors
- A 30-day action plan to implement FP&A in your startup
Notable Quotes
💡 "In the startup world, perfect accuracy is impossible. Focus instead on understanding your assumptions and learning from variance."
💡 "The true value of FP&A lies not in producing reports, but in translating numbers into narratives that drive action."
💡 "Every unicorn started with a founder, a dream, and eventually, someone who could model the path from here to there."
Resources Mentioned
- FP&A Tools: Jirav.com
- External Advisors: CASConnect.pro (free FP&A strategy consultation)
- Key Metrics for Startups: CAC, LTV, MRR, Burn Rate, Runway
Action Items for Listeners
- Assess your current financial planning processes
- Identify your top 5-7 KPIs that truly drive your business
- Build a basic cash flow forecast if you don't have one
- Consider whether internal hire vs. external advisor makes sense for your stage
- Block 2 hours this week to start your FP&A transformation
Connect & Continue Learning
- Share your FP&A wins and challenges with us @[podcast_handle]
- Download our free FP&A starter template at [website]
- Book a free consultation with FP&A advisors at CASConnect.pro
View all episodes
By Eric EdenWe have a blog post with all the details of this episode you can read here on the topic of FP&A.
In this episode, we dive deep into Financial Planning & Analysis (FP&A) and why it's becoming the secret weapon for successful startups and small businesses. We explore how founders and finance teams can transform raw numbers into strategic insights that drive growth, secure funding, and make smarter decisions. Whether you're a solo founder trying to extend your runway or building out your first finance function, this episode breaks down everything you need to know about FP&A in practical, actionable terms.
Key Takeaways
What You'll Learn:
- Why FP&A is different from traditional accounting and why startups should care
- The three core skills every startup finance professional needs to master
- How to build financial models that actually help you make decisions (not just impress investors)
- When to hire internally vs. partnering with external FP&A advisors
- A 30-day action plan to implement FP&A in your startup
Notable Quotes
💡 "In the startup world, perfect accuracy is impossible. Focus instead on understanding your assumptions and learning from variance."
💡 "The true value of FP&A lies not in producing reports, but in translating numbers into narratives that drive action."
💡 "Every unicorn started with a founder, a dream, and eventually, someone who could model the path from here to there."
Resources Mentioned
- FP&A Tools: Jirav.com
- External Advisors: CASConnect.pro (free FP&A strategy consultation)
- Key Metrics for Startups: CAC, LTV, MRR, Burn Rate, Runway
Action Items for Listeners
- Assess your current financial planning processes
- Identify your top 5-7 KPIs that truly drive your business
- Build a basic cash flow forecast if you don't have one
- Consider whether internal hire vs. external advisor makes sense for your stage
- Block 2 hours this week to start your FP&A transformation
Connect & Continue Learning
- Share your FP&A wins and challenges with us @[podcast_handle]
- Download our free FP&A starter template at [website]
- Book a free consultation with FP&A advisors at CASConnect.pro