Financial Reporting

Insurance Compensation: How To Design the Best Plan for Sales Teams

September 17, 2021 |

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Top 15 Financial KPIs for Insurance

Climate change, an exploding housing market, and the aftereffects of the pandemic are all contributing to unpredictability in insurance markets. With potential economic stresses putting a strain on capital reserves and liquidity, insurers are under pressur......

August 31, 2021 |

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Top 7 KPIs for Your SaaS Metrics Dashboard

According to this article, “Wildly popular Saas solutions aren’t going away any time soon.” Why? The article claims it’s due to their ease and affordability. In fact, the article attributes the high-growth rate of SaaS solutions to the global pandemic. Whe......

July 28, 2021 |

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The Ultimate Guide To Financial Reporting

Numbers paint a picture, tell a story, reveal the truth. As one of the minds leveraging those numbers, it’s your job, as part of the finance team, to tell that story and paint a picture that helps everyone better understand your company’s financial perform......

March 9, 2021 |

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How To Use Financial Reporting To Reduce Your Operational Costs, Add Efficiencies and Align Your Business

Can you ever have too much data? The answer, of course, is yes—especially when that data is poor in quality or isn’t contributing to your overall goals. But meaningful data is an asset to any organization. And when applied well and shared appropriately, th......

February 16, 2021 |

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3 Best Practices for Successfully Completing Your Form 10-K

10-Q. 10-K. 8-K. 13D.  The list of SEC filings you’re expected to complete can start to sound a little like the calls in a football game—and can be just as indecipherable if you’re an outsider. But for those finance professionals focused on reporting at a ......

February 3, 2021 |

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How To Use Financial Ratios To Better Understand Your Business

Numbers tell a story. We already know that: we’re all experienced data-driven storytellers here. But raw data, even after it’s been summarized in your reports, does not a full story make. Like the words of a novel, you’ll get more out of the values you rep......

January 28, 2021 |

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Balancing GAAP and IFRS With Other Reporting Needs

Reporting is one of the fundamental functions of a finance team. But not all reports are created equal. That’s not a snub, either. It’s by design. Financial reporting has different requirements than management reporting, just like tax accounting and auditi......

January 20, 2021 |

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Direct vs. Indirect: Choosing the Best Cash Flow Method for Your Business

It may not always get the most love, but your cash flow statement is a key part of your reporting story.  Among the main trifecta of financial reports—the balance sheet, income statement and cash flow statement—it’s often the statement of cash flow that ge......

December 28, 2020 |

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How To Build a KPI Dashboard That Delivers Insights and Drives Results

Data drives business today. That probably doesn’t come as a surprise for anyone reading this. Over the past decade, more and more organizations have pursued the goal of becoming data driven. Still, many continue to struggle—looking for ways to extract mean......

December 24, 2020 |

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