YoungUpstarts

JULY 10, 2017

There has been a lot of chatter regarding changes in revenue recognition criteria lately, but the effects it will have on the evaluation of companies planning an exit is just beginning to emerge. Specifically, the new standard will follow a five step model for revenue recognition: Identify the contract (the deal that has been reached).

Technical Review 124

Technical Review Revenue Software Review Due Diligence 124

Duct Tape Marketing

FEBRUARY 10, 2022

Jason is a Co-founder of Thriveal, a firm that helps entrepreneurial CPA firms connect, learn and grow. He’s also the CEO of Blumer CPAs where they serve as an advisory firm for the design marketing and creative agency services niches. Does that muddy up the forecasting, the models, or the accounting? [12:31]

CPA 73

CPA Technical Review Revenue Forecast 73

Up and Running

DECEMBER 9, 2014

For this discussion, we were joined by CEOs Jared Hecht of Fundera, Joshua Reeves of ZenPayroll, Matt Rissell of TSheets, and our own Sabrina Parsons of LivePlan and Palo Alto Software. Then now into TSheets which is a subscription based software with a much different model so again thank you for having us, having me on the panel.

Small Business 95

Small Business Finance Forecast Metrics 95

ConversionXL

APRIL 12, 2017

Analytic: A measure software can track. No, the first 2% is more valuable in terms of revenue. Create a revenue forecast before you even run the experiment. You can forecast what you think your forecast + seasonal curves will look like. You need to track the right revenue goals. 10K / 1M = 1%.

San Antonio 86

San Antonio Metrics B2B Analytics 86

Up and Running

MAY 28, 2015

We recently had Tim Berry, Palo Alto Software founder and business planning expert, present our Bplans audience with his latest advice on lean business planning. That’s the sales forecast, the spending forecast and the cash flow. They’re going to look first at the sales forecast. It is not a document.

Lean 60

Lean Business Plan Video Software Review 60

Small Business Force

FEBRUARY 21, 2014

This doesn't mean you have to become a CPA or go take a boatload of accounting courses, but, at least, learn to understand what's in a basic income statement and balance sheet and what they mean. Go spring for some basic accounting software, early. Follow the "gospel of cash flow" and it starts with revenue generation.

Finance 37

Finance Management Forecast Entrepreneur 37

Up and Running

APRIL 29, 2014

Earlier this month I hosted Ryan Clower, a CPA from the accounting firm M. They work with business owners nationwide to get a better handle on their financial performance through financial consulting and proactive planning, which we at Palo Alto Software, the makers of LivePlan, love to hear. I’m excited to be here.

.Net 85

.Net Capital Gains Distribution Puerto Rico 85