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The FP&A Journal

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

format ledger
BLOG
Format and Role of Ledger Accounts in Accounting
When it comes to managing your business’s finances, organization is key.  Ledger accounts are...
small business expenses
BLOG
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
BLOG
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
BLOG
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
BLOG
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
BLOG
How to Post Journal Entries to the General Ledger in Accounting
Posting general ledger journal entries organizes transactions, ensures accurate financial statements,...
revenue levers
BLOG
3 Key Revenue Levers for Business Growth
The blog discusses revenue levers like attracting more customers, improving conversion rates, increasing...
yoy reporting
BLOG
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
BLOG
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
BLOG
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
BLOG
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
BLOG
Chart of Accounts (COA) Grouping 101 
A chart of accounts (CoA) serves as an index of all financial accounts, aiding in bookkeeping, tracking...
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