Resources for SaaS finance leaders

Future-proofing

The $1M opportunity finance leaders can’t ignore in 2025

As tech companies navigate 2025 market conditions, most finance leaders are missing a seven-figure opportunity hiding in plain sight. I know because I missed it myself for years as Treasurer and Head of Tax at Dropbox, even as we scaled to billions in revenue.

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Future-proofing
Guides

Top-down vs. bottom-up: What’s the difference in financial planning?

Learn how to create comprehensive financial projections, get expert techniques for accurate projections, and download our ready-to-use template.

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Future-proofing
Guides

Financial projection template: A guide to building your company’s financial future

Learn how to create comprehensive financial projections, get expert techniques for accurate projections, and download our ready-to-use template.

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Future-proofing
Guides

How to evaluate an ERP system for finance and accounting

Get the essential steps to effectively evaluate an ERP system for finance and accounting—including how it integrates with your sales tax automation tools.

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