downloads

FinanceGuides, Checklists, and Templates

Discover our free resources for CFOs and finance teams.

All Downloads

Template

Your Free KPI Dashboard for SaaS Companies

This dashboard aggregates your most important KPIs on an annual and monthly basis and automatically visualizes them. It’s ideal for board presentations, investor updates, and internal steering.

Checklist

Checklist - How to Approach Your Monthly Closing in a Structured Way

When it comes to month-end closing, there’s often a lack of processes that enable an optimal workflow. With our template, you can keep track of everything.

Checklist

Checklist - How to Approach Your Year-End Closing in a Structured Way

When it comes to month-end closing, there’s often a lack of processes that enable an optimal workflow. With our template, you can keep track of everything.

Checklist

Checklist - Get a Better Overview of Your DATEV Documents

Keep better track of your business performance analysis (BWA), trial balance, and management summary, and lay the foundation for reliable bookkeeping.

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Roman Finke

Managing Partner

Additional Resources

Podcast

VAT in Scaleups: Tax Mistakes That Jeopardize Growth and Fundraising, with Maren Rau of YPOG

Sales Tax Risks in Scaleups, Pitfalls of Internationalization, and E-Invoicing as a Growth Driver.

Blog

Funding Rounds in Startups: Preparation and Process

Webinars

E-Commerce Growth: Practical Lessons in Finance

FAQ

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