All memos tagged #cfo-system

Weekly, Monthly, Quarterly Charts (WMQ) are the charts in Our Framework that show each key business metric at three sampling frequencies (weekly, monthly, and quarterly), so a team can read this...

Automatic Daily Revenue Recognition is a system that reconciles every transaction in Stripe to the bank daily, so revenue is recognized continuously rather than in a monthly reconciliation where...

A Portfolio Governance System is a BrightZen Systems service that collects, transforms, and presents the key results of each company in a portfolio, so an investor or holding company can govern many...

The DTC IFM is an Integrated Financial Model (IFM) built for an emerging consumer brand that sells online and through wholesale, assembled from the brand's books, its order data, and its web traffic....

The Process is the weekly feedback loop at the center of Our Framework: commit to the process rather than the outcome, build a model around the few metrics that forecast the business, then do the...

An Integrated Financial Model (IFM) captures a business' streams of information to collate data for tracking visibility; it's the starting point for aligning the day-to-day activities of a company...

MMM for Shopify Businesses is the application of Monday Morning Metrics (MMM) to eCommerce brands that sell through Shopify: a weekly report of the metrics that forecast the business, reviewed with...

Focus on the metrics that matter most Get a complete picture of your business customized for you We integrate data from all your systems We calculate the key metrics of your revenue engine We present...

Our Framework is the method BrightZen Systems uses to implement a CFO System: instrument the business, gather all of its data in one place, forecast it in an integrated model, and review the metrics...

Weekly Accounting is the practice of closing the books and reading a business's numbers every week instead of once a month — basic accounting done well fifty-two times a year instead of twelve. It...