Free guides for finance teams

Practical handbooks and tools built for people who actually do the work. No fluff. No email sequences. Just useful stuff.

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FREE · PDF + EXCEL

The SaaS Operator's Guide to FP&A Modeling

Build a driver-based SaaS model from first principles. MRR waterfalls, revenue recognition, cash flow, runway, SaaS metrics, and board reporting — formula by formula.

59 pages 15 chapters Excel model included
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FREE · PDF

The SaaS Operator's Guide to Pricing & Packaging

Name the price, build the tiers, capture the value. Value metrics, Good-Better-Best packaging, expansion revenue, discounting discipline, and raising prices without losing customers.

38 pages 15 chapters PDF guide
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