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Steven Austgen

April 27, 2021

How early-stage companies can record prepaid amortizations

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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Tools

Mike Gonzalez

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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Tools

Models

Mike Gonzalez

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.

Finance Service Management

Trace Analysts

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

July 24, 2020

Benchmarking FAQs

We're here to answer those granular questions about benchmarking your company and the metrics involved.

Steven Austgen

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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Tools

Models

Steven Austgen

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

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

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.

Trace Updates

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

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.

Amy Moore

November 8, 2022

The Coming Revolution in Annual Planning

Learn how progressive finance leaders are transforming a process marred by excessive costs, complexity, and angst.

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Trace builds technology to transform how companies collaborate on financial decisions like headcount and spend. Finance and people teams at companies like Lucid, Braze, and Abnormal Security trust Trace to replace their budget templates, headcount spreadsheets, and procurement apps. Get started today with headcount management, spend management, or a bundle.