Frank Jessop

[NSBA PARTNER POST] 📊 Tired of spreadsheet chaos and manual errors? This FREE expert guide from Software Advice reveals the top 5 accounting software solutions for Small Businesses. Discover the features users love, compare pros, cons, pricing, and integrations, and find the perfect fit for your team. Simplify your bookkeeping, invoicing, and reporting so you can focus on what matters most. 👉 Download your guide today and take control of your business finances! https://lnkd.in/esYKQTdc #SmallBusiness #AccountingSoftware #BusinessTips #SoftwareAdvice

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Is your finance team spending more time on the past than the future? Many growing organizations reach a point where manual month-end processes, like spreadsheet juggling and chasing down transaction numbers, begin to stall momentum and create unnecessary risk. At Lanworks Inc., we help businesses bridge the gap between manual labor and real-time visibility. By leveraging Dynamics 365 Business Central, our clients are: - Automating bank reconciliations to reduce human error. - Centralizing financials for a "single source of truth." - Gaining instant visibility into cash flow, without the wait. A faster month-end isn't just about saving time; it’s about having the data you need to make the next big move. Let’s discuss how to streamline your operations. https://lnkd.in/erC4ixZf #Lanworks #CFOInsights #MonthEnd #WorkSmarter

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📊 Case Study: How Outsourcing Delivered 40% Cost Savings and 25+ Hours Back Every Month A U.S.-based CPA firm recently partnered with NSI Capitals to address three critical challenges: ❌ Rising in-house staff costs ❌ Growing bookkeeping backlog ❌ Limited bandwidth for strategic client advisory The Solution: Outsourcing their bookkeeping operations to our expert team. The Results (in just 3 months): ✅ 40% reduction in accounting costs ✅ 25+ hours saved monthly on routine tasks ✅ Internal team freed up to focus on high-value client advisory ✅ 100% on-time reporting for all clients The Takeaway: Outsourcing isn't just a cost-cutting strategy—it's a strategic decision that delivers time, efficiency, and peace of mind. It allows your team to focus on what they do best while we handle the rest. If you're a CPA firm, startup, or growing business facing similar challenges, outsourcing could be the smartest investment you make this year. 💬 Let's connect. Drop a comment or send us a message to explore how NSI Capitals can help transform your operations. #Outsourcing #CPAFirms #AccountingServices #BusinessEfficiency #NSICapitals #CostOptimization #BookkeepingServices #ClientAdvisory #BusinessGrowth #FinancialServices #ProfessionalServices #StartupSuccess #TimeManagement #B2B

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Your SaaS budget is shrinking and your costs are rising. How is that possible? When $285 billion in SaaS market value disappeared on January 30, 2026, most people focused on the stock tickers. They missed the real story. Seat-based pricing — the way you've been paying for software for two decades — was always a proxy. It measured human logins, not value delivered. The market just pretended those were the same thing. AI agents broke that illusion. They do the work without needing seats. And now every CFO should be asking a different question about their technology portfolio: Which of your technology investments are appreciating (building capacity, enabling autonomy) and which are depreciating (consuming budget, creating dependency)? The SaaSpocalypse wasn't a tech event. It was a financial reckoning. And the implications reach far beyond the companies whose stock prices dropped. The $285 billion question isn't about what happened to SaaS vendors. It's about what you're going to do with your technology spend now that the old pricing model has been exposed. https://hubs.ly/Q045khpZ0 Pax #CFO #SaaS #AITransformation #TechnologyInvestment #FinancialStrategy

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If you’re comparing opportunities around Montreal, Quebec (Canada), consistency is the advantage. TaxSalesPortal’s Comparison Tool helps align key metrics side-by-side so you can spot meaningful differences faster—without juggling tabs and screenshots. Question: when you compare, what matters most first? A) Minimum bid vs value context B) Timeline/deadlines C) Location constraints D) Total costs Comment A/B/C/D. Learn more at https://lnkd.in/gfVw4nNU

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As we approach the start of Q3, we invite you to step away from the “trees” (individual transactions, tax forms, and account balances) and evaluate the health of your “forest”: your reporting processes, cash flow clarity, asset allocation visibility, and client-facing deliverables. Here are three essentials to think about before Q3 as you look at your organization's "forest": 🌲 Solicit Stakeholder Feedback: Schedule brief, structured conversations with principals and beneficiaries to evaluate current reporting practices. Ask direct questions: - Are reports too granular or not detailed enough? - Is the cadence—monthly, quarterly, ad hoc—working? - What’s missing? What do you want to see more of? 🌲 Refine Internal Systems: In addition to feedback, this is the right time to scrutinize internal mechanics that may have degraded under tax season pressure. 🌲 Leverage Automation for Strategic Focus: At its core, a clean-up before Q3 is about ensuring your systems deliver timely, relevant, and client-centered insights. That’s where automation earns its keep. Learn more about this "forest" view on our blog: https://lnkd.in/eJPXZNyS

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Member blog: Expanding into a new market – what your SaaS CFO should know 💡 When evaluating SaaS companies for investment and growth opportunities, understanding the operational and financial intricacies of scaling internationally is crucial. As private equity professionals, recognizing that the CFO plays a pivotal role in this transition ensuring that the company remains compliant, efficient, and primed for expansion. Read Staria’s member blog on our website 👉 https://lnkd.in/dSPAeiGU

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Many Canadian businesses expand into Asia to grow revenue. If you do not have real-time financial data, it is easy to miss early signs that your margins are shrinking. A live dashboard with clear, CFO-level metrics lets you track cash flow and compliance as you grow market by market. We share tips like this often. Follow PikoHANA for insights on scaling your business across Asia. And check out https://lnkd.in/dBPxPVZe to learn more.

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In episode #286 of SaaS Metrics School, Ben Murray breaks down one of the most common — and costly — mistakes SaaS founders and CFOs make when building their Monthly Recurring Revenue (MRR) schedules: netting contraction and expansion. This seemingly small error can break your ability to calculate key SaaS metrics like Gross Revenue Retention (GRR) and Net Revenue Retention (NRR). What You’ll Learn: The essential structure of an accurate MRR waterfall schedule Why separating expansion, contraction, and churn is crucial for calculating SaaS metrics How to calculate GRR and NRR using distinct MRR layers Why trailing 3- and 6-month annualized retention rates offer deeper insights Pro tips on segmenting your MRR by product, ICP, or geography Who This Is For: SaaS founders, CFOs, FP&A leaders, and revenue ops teams looking to improve their SaaS financial reporting and ensure clean, actionable SaaS metrics that stand up to investor scrutiny. Resources Mentioned: Join Ben’s private SaaS metrics community: https://lnkd.in/g8SdGKzs Subscribe to Ben's newsletter: https://lnkd.in/g2hyw2xe Free SaaS Metrics Tools & Templates at TheSaaSCFO.com Enjoying the show? Please rate and review the podcast — it helps more SaaS professionals discover how to build better businesses with metrics that matter. Listen to the episode here: https://lnkd.in/gvpQ5f2C #SaaS

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Thrilled to announce that Buying Simplified is now a Campfire Certified Implementation Partner — joining an inaugural cohort of 11 firms helping high-growth finance teams modernize with AI-first ERP. But here’s what makes us different from every other partner on this list: We’re not just accountants. We’re not ERP consultants. We’re the team that runs your finance and accounting operations — every day, alongside your team. Here's what that looks like in practice: ➡️ ACCOUNTS PAYABLE & PAYMENTS — Invoice processing, 3-way matching, GL coding, ACH/wire payments, and vendor cash flow support. ➡️VENDOR MANAGEMENT — Onboarding, W-9/1099 compliance, master file maintenance, and vendor communications. ➡️PROCUREMENT & SOURCING — PO management, strategic sourcing, contract support, and tail spend optimization. ➡️MONTH-END CLOSE SUPPORT — AP reconciliation, accruals, T&E processing, and monthly KPI reporting.   We deliver all of this through an onshore + offshore hybrid model: you get a senior US-based finance operations lead as your single point of accountability (that’s our team, led by Sana Bukhari), backed by a dedicated offshore execution team — at a fraction of what it would cost to build this in-house. This is exactly why the Campfire partnership is so powerful. Campfire automates your GL, revenue recognition, and close. We optimize and operate everything upstream — from the first purchase request to the last payment. Together, it’s one seamless workflow. Proud to be alongside Connor Group, CBIZ, Zanovoy, E78, Trajectory Inc., Cynder, eDelta Consulting, Breakwater Consulting Partners, Countsy, and Expandia in this inaugural cohort. If you’re a CFO or Controller at a growing company drowning in back-office work while trying to close the books faster, let’s talk. This is literally what we do, every day, for companies just like yours. #Campfire #CertifiedPartner #FinanceOperations #AccountsPayable #VendorManagement #ProcureToPay #FinanceOutsourcing #CFO #Controller #StartupFinance #BPO #MonthEndClose Campfire Jack Arrix

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Bell Partners Inc turned a fragmented, IT-led budgeting process into a streamlined, finance-owned operation—scaling across 200+ properties.​ With Vena, their FP&A team took control, introduced dynamic reporting, and slashed reporting time from days to minutes. Now, budget owners have self-serve access, ad-hoc reports are built in minutes, and the finance team is free to focus on strategy—not spreadsheets.​ This is what modern FP&A looks like.​ Michelle Holder, CPA Explore the story 👉 ​https://bit.ly/4nSKzbW #FPandA #FinanceTransformation #Budgeting #ExcelPlanning

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In this episode of The Future of BizTech, our co-founder Eric Edelstein joins J.C. Granger to break down how DOKKA is reshaping finance operations with AI. Whether you're a CFO, controller, or operations leader looking to streamline your stack, this one’s worth a listen. 👉 Tune in here:

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A repeat mention, but hard to ignore. $95M: Rillet is rewriting accounting. Founded by Nicolas Kopp and Stelios Modes, Rillet is building an AI-native ERP that connects to hundreds of banks, HR tools, and payment systems, automatically classifying and reconciling transactions so finance teams can finally escape spreadsheets. The startup raised a $25 M Series A and, just twelve weeks later, closed a $70 M Series B led by Andreessen Horowitz and ICONIQ, bringing total funding to $108.5 M. Already serving 200+ companies (including Postscript, Finch, Lang.ai, and Windsurf), Rillet is seen by investors like Oak HC/FT and Sequoia Capital as the new standard for back-office software. With automation doing the books, CFOs can focus on strategy, not data entry. 👏 Huge congratulations to Nicolas Kopp and Stelios Modes on building one of the fastest-growing finance platforms. #repeat #fintech #startup #businessmodel #fintechoftheday #AI #ERP #finance 👉 Follow FinBox Solutions for Fintech of the Day. Every day, we handpick one fintech startup. Don’t miss the next one.

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Startups and fast-scaling businesses in North America often face the same hurdle: needing executive-level financial strategy without the overhead of a full-time hire. In our latest blog post, we dive into how Fractional CFO services provide the strategic roadmap, investor-ready forecasting, and cash flow management essential for sustainable growth. Learn how to access high-level expertise on a flexible basis: https://lnkd.in/gEcnjAJU . . #fractionalcfo #businessgrowth #northamericabusiness #startupstrategy #financialclarity #vinbookscpa #cfoforhire

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In this clip from Burning Ledgers, Jasmine Ahmed, CPA, MBA, VP of Finance Systems at Legends Global, challenges how most organizations think about AI value. The focus is often on getting to go-live, but value doesn’t come from implementation alone. It comes from what changes after: how work gets done, how value is captured, and how teams are held accountable. That’s what separates implementation from transformation. More from this conversation on Burning Ledgers Podcast. 👉 Watch on YouTube → https://lnkd.in/gGGPeWBZ Also available on Apple Podcasts, Spotify, and all major platforms. #BurningLedgers #AIinFinance #CFO #FinanceTransformation #ValueCreation

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🚀 Canadian SaaS founders & CTOs, this is big. SOC 2 is the key to landing enterprise deals, but it’s often a heavy hit to your runway. Good news: NRC-IRAP funding can cover your SOC 2 gap assessment costs. We’ve already helped SaaS companies secure this funding, turning compliance from a cost into a growth advantage. 💡 Don’t miss out — funding is limited. Let’s talk about getting your SOC 2 funded. #SaaS #SOC2 #IRAP #StartupFunding #CanadianTech #EnterpriseSales #Cybersecurity

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