I started putting a reconciliation between ARR and GAAP revenue in my board deck appendix The board loves it It keeps everyone honest about ARR and how it translates into actual revenue

I built a month-end close tool for myself so I could learn more about AI. And then some friends productionized it. Would have taken a team and months of work a few years ago…Go build stuff. It’s free > goclose.com Also added a library of finance skills.

Board members are supposed to be fiduciaries, but many don’t even know what that means. With great power comes great responsibility….and great potential liability Cognition vs Factory + role of board members vs board observers onlycfo.io/p/cognition-vs-fa…

When are terrible gross margins OK? Many companies justify their terrible unit economics because they are growing fast, but not all terrible unit economics are created equal... Harvey vs Legora + Where AI costs go on the P&L onlycfo.io/p/harvey-vs-legor…

Who are the 10 highest paid people at your company? If sales reps aren’t the highest paid people at your company (on a cash-basis), then there is a problem. And every executive should be cheering when sales reps make more than they do…see why 👇 onlycfo.io/p/top-10-highest-…

“Prediction market” companies convincing young adults that they are investing and not gambling

I learn by doing so I have been building with AI I built something I would actually use (and that didn't seem too hard)...a month-end close tool. Some learnings: 1. 95%+ of companies won't/shouldn't vibecode important internal tools (at least yet...). Especially if fast growing or have decent scale. 2. The main exception to #1 is if customization is important to making you move faster or more efficiently. Endless customization can open up a lot of possibilities. 3. Cost alone is rarely a good reason to vibecode and will become an increasingly bad reason as competition heats up and pricing pressure continues. 4. When the person who vibecoded an app leaves the company, no one wants to maintain the monster they built. (TRUST me) 5. IT/engineering will be massively slowed down by putting out vibecoded fires Having said all the above, building stuff (Skills, small apps, artifacts, agents, grokbots, etc) is the best way to understand AI and has made me a better finance leader. A few friends and I built the below👇. A month-end close tool. Checklist, reconciliations, and a bunch of useful pre-built AI Skills. Will be adding a ton more soon. Try it out! goclose.com/waitlist

Don’t put your CSM against someone else’s sales rep in a competitive renewal cycle CSMs will lose most of the time. Today, I am checking out the competition at almost every vendor renewal…

Sales tax on software is coming to California. 1. All your CA-based customers are getting an unexpected 8-10% price increase (the sales tax rate) 2. If you are based in CA, then all your software spend may increase by 8-10% Here are some things I am doing: -Reviewing all my CA-based customers and potentially waiving standard annual price increases -Get sales/CS involved early to let them know and say how we are being nice and waiving price increases -Get set up to collect the sales tax so we don’t end up with a huge liability -Updating expense forecasts for 2027 -Potentially updating churn assumptions for CA-based customers -Potentially do early contract renewals and ask the vendor to invoice us by the end of December so we can prepay and avoid sales tax for the term of the invoice (CA is still discussing how this change will be implemented but I assume this will work) -Offer the above to all our CA-based customers (great for cash flow this year :) -Look at “multiple points of use”. We all put CA because we had a HQ there and sales tax was zero…but now maybe we allocate to where usage actually happens?

One of the highest ROI employee benefits just went live. Most companies should add a Trump Account contribution program to their benefits. It’s a tax-advantaged way to help employees’ kids save for retirement and learn the importance of investing. onlycfo.io/p/trump-accounts-…

6 ways I am cutting AI token spend in half. It’s the highest ROI thing a CFO can do right now given the exponential growth in AI spend. With no impact on AI adoption or outcomes…. onlycfo.io/p/how-to-cut-ai-m…

Many companies will be anxiously watching the Entrata IPO With the rebound in public software and many eager to IPO, we are all hoping Entrata will be successful. The metrics are good (not incredible) so if they can IPO then maybe many others can too! onlycfo.io/p/entrata-ipo