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The FP&A Journal

Stay up-to-date with the latest news and insights about accounting, tax management & finance.

small business expenses
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Small Business Expense Categories Guide
Running a small business means keeping an eye on every dollar spent—but are you missing critical opportunities...
financial due diligence
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Conducting Financial Due Diligence in Mergers and Acquisitions
Imagine you’re on the verge of acquiring a promising company. You see the potential, envision the...
finance for startups
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Startup Financing Models: How to Fund a Business
Starting a business is like embarking on a thrilling adventure. You’re filled with ideas, energy, and...
monthly reporting package
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Monthly Financial Reporting 101 
Master the art of a monthly reporting package! Learn what to include for clear financial insights that...
How to Post Journal Entries to the General Ledger in Accounting
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How to Post Journal Entries to the General Ledger in Accounting
Posting general ledger journal entries organizes transactions, ensures accurate financial statements,...
revenue levers
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3 Key Revenue Levers for Business Growth
The blog discusses revenue levers like attracting more customers, improving conversion rates, increasing...
yoy reporting
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YoY (Year over Year) Reporting: Definition, Metrics, and Formula Explanation
Key metrics in YoY reporting include Sales Revenue, Net Income, and Earnings Per Share (EPS) among others.
Identifying Top Customers Based on Sales
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Identifying Top 5 Customers Based on Sales
Identify your top 5 customers segmented by sales amount per region for more accurate business analysis.
Step Process and Easy Checklist for Month
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10-Step Process  and Easy Checklist for Month-End Close Process
Our blog guides on accurate month close and includes tips like automating tasks and prioritizing accuracy...
How to Calculate Rolling
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How to Calculate Rolling 3-Month Average
Learn how to calculate a rolling 3-month average using the AVERAGE function and drag the formula in a...
Chart of Accounts
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Chart of Accounts (COA) Grouping 101 
A chart of accounts (CoA) serves as an index of all financial accounts, aiding in bookkeeping, tracking...
Management Reporting Vs Financial Reporting
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Management Reporting Vs Financial Reporting: What You Need to Know
Explore the key differences between management reporting vs financial reporting: purpose, audience, compliance,...
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