Josh Holat

Recent Post

A Guide to Securing Buy-In for Your Next Finance Transformation Project

Hopefully you’re well on your way to your next finance transformation project. Gartner says 85% of

Scenario Planning: Move Beyond the Basics

In today's business world, you need to be evaluating multiple courses of action simultaneously.

What’s Rolling On? When is a Rolling Forecast Right for my Business?

Relying on an annual, static budgets is simply no longer enough.

To Grow or to Profit: The Rule of 40 Question

How to balance growth and profitability.

SAAS Revenue Growth Projection Model Template

Download your free template here!

What’s the Difference Between a Plan, a Budget, and a Forecast?

The difference between these terms is not always clear. This guide helps set the record straight.

How to Speed Up your Annual Budgeting Process

Tips to cut down on a lot of the stress—and time—in your annual budgeting process.

Are Your Marketing Efforts Paying Off? Your Look at the CAC Metric

The CAC metric helps you understand the ROI on every dollar of sales & marketing spend.

What is Financial Planning & Analysis (FP&A)? A Guide for 2021

A deep dive into the role and responsibilities of the FP&A team.

Department Budget Template

Download your free template here!