Many early-stage founders while focusing on building their products and getting users may be overlooking some of the more basic, but core parts of their business around their cash and financials.
This of course, is not wise as you should always be keeping track of your cash and start good financial habits in the beginning. A common answer is to either do it yourself (which could be hard if you don’t have a financial background) or hire a consultant.
Whether you do one or the other, you will find that you’ll have much more clarity over the health of your company, and you’ll also understand how to forecast and project where you could be in the next few months.
We’re excited to dive into ways entrepreneurs should be looking at their cash flow, and how to create meaningful projections and forecasts with Brandon Metcalf, Founder & CEO of Place Technology.
Join us as we discuss
Best practices for reporting and tracking revenues and costs
Different ways to forecast
How different models and forecasts could help you grow your business
Good financial practices
About our guest
Brandon Metcalf has extensive experience creating, scaling, and leading global companies, with a deep understanding of building successful software companies on the Salesforce Platform.
He is currently the CEO and Founder of Place Technology, a financial forecasting and business planning software. He is also a Founder and on the Board of Directors for Blueprint Advisory, a Product Development Outsourcing company, that helps other companies build Salesforce-based businesses.
He was formerly the Founder and President of Talent Rover, an operating software for the global staffing and recruitment industry, which he scaled to the 9th fastest-growing software company in America in 2017 (Inc. 500). Talent Rover had tens of thousands of users around the world and worked with both enterprise and SMB clients.
Brandon’s diverse background also includes leadership roles in software, staffing & recruiting and financial services. In addition to his other projects, he is currently enrolled in a three-year executive management program at Harvard Business School.
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