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April 27, 2021
How early-stage companies can record prepaid amortizations [Free model included]
As your business scales, you’ll likely find yourself entering into new types of contracts that often require annual up-front payment. Here’s why it matters, and how to handle it.
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April 15, 2021
Connected Financial Planning System
Collaboratively forecast your financials by administering budgets and gathering input directly from key stakeholders using this interconnected Financial Planning System.
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April 6, 2021
Financial Planning System Models
Great, you've read The Finance Calendar and The Financial Planning System. You should now have a solid understanding of how to establish the Finance function of your business and the infrastructure needed to execute on your plan.
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April 6, 2021
Finance Playbook [Free Presentation Template]
Download the free presentation to socialize your finance strategy and operations with your team, leadership team, and board of directors. The 20+ slides include everything you need to improve finance execution.
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July 24, 2020
Public Company Benchmark Analysis Tool
The benchmarking tool helps growth-stage and public businesses benchmark key financial metrics with their public comps. We normalize the businesses by using horizontal axes with revenue, periods from IPO, and periods from founding.
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July 24, 2020
Benchmarking FAQs
We're here to answer those granular questions about benchmarking your company and the metrics involved.
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July 8, 2020
Fixed Asset Management & Depreciation Model
Get a grasp on your company's fixed assets by tracking owners, acquisition costs, vendors as well as forecasting depreciation and CapEx.
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May 30, 2020
Software Spend Management Model
Keep track of your company's growing list of subscriptions to eliminate wasted capital, monitor renewals and forecast expenses.
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April 18, 2020
RFP Questions for Assessing Modern Procurement Operations
This resource outlines the critical functions and processes of modern purchase operations. It was created specifically for Procurement, FP&A and Accounting leaders at companies with a dedicated procurement function.
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March 23, 2020
Headcount Planning & Payroll Forecasting Model
Accurately forecast your headcount and payroll expenses by diving into the details of Federal & State taxes, insurance, 401k contributions, employer matching and more.
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March 5, 2020
Critical Supplier Assessment
Critique the granular details regarding a potential supplier and determine the overall incremental risk the partnership may bring to your organization.
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February 26, 2020
Supplier Risk Management Policy
This policy defines a framework for managing supplier relationships. It describes expectations for classifying suppliers based on risk; establishes appropriate measures to mitigate risks; and outlines processes and associated controls.
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February 3, 2020
Risk Assessment Matrix
A risk-based approach to control prioritization and implementation. This document should be used to evaluate risks based on the likelihood of occurrence and the potential Impact to the organization.
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June 24, 2021
What's New In Trace | June 24, 2021
Empower your budget owners with role-based budgets. Lighten their load with project requests. And help them understand budget-to-actuals variances with G/L drill-down.
