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Steven Austgen
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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.
Mike Gonzalez
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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.
Steven Austgen
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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.
Mike Gonzalez
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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.
Trace Analysts
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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.
Steven Austgen
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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.
Steven Austgen
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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.
Steven Austgen
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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.
Mike Gonzalez
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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.
Steven Austgen
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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.
Mike Gonzalez
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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.
Trace Updates
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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.
Mike Gonzalez
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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.