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How to Create a Pro Forma Balance Sheet in 5 Steps

Follow these 5 simple steps to create a pro forma balance sheet in no time! We've created this guide for complete beginners, so if you don't know where to start, this is the perfect post for you.

Jun 7, 2021

FINANCE

How to Create a Pro Forma Income Statement (startups vs existing businesses)

Creating a Pro Forma Income Statement can be confusing at first, which is why we put together this simple tutorial to explain the process. In this post, we cover the primary differences between new and existing businesses.

Mar 10, 2021

FINANCE

Poindexter + Xero: Simple Financial Analytics

Poindexter now has an integration with the online accounting software Xero and is a “Connected Partner App” on their platform. Learn more about the feature and where we plan to go next.

Sep 19, 2019

PRODUCT

A Tactical Guide to Money Management: Create a Cash Flywheel

Have you ever been unsure about what to do with your money? If so, here's a simple framework for turning your business into a cash generating machine.

Jun 3, 2019

FINANCE

Financial Ratio Analysis: 8 Metrics for Managers

Financial ratios are a powerful tool for helping business managers quickly understand the financial impact of their decisions. In this post, we cover how to use financial ratios, why they're important and how to interpret eight useful ratios for managers.

Apr 5, 2019

FINANCE

How to Read a Balance Sheet (with Example Download)

The Balance Sheet can be a powerful management tool when used properly. In this post, we'll teach you how to understand and use the balance sheet without any prior experience.

Sep 4, 2018

FINANCE

Bootstrapped to $1K in MRR: Lessons along the Way

In this post, we discuss some of the important lessons we've learned on the way to reaching $1K in MRR (Monthly Recurring Revenue)

Jul 13, 2018

STARTUP LIFE

Income Statement Example: A Simple Guide (Free Download)

The income statement can be a powerful decision-making tool when utilized properly. In this post, we'll cover the different sections of the income statement, and what they can mean for your business.

May 16, 2018

FINANCE

Cash Flow Statement Format & Analysis: A Guide for Managers

Cash flow statements are a powerful decision-making tool when utilized properly. In this post, we cover the cash flow statement format and how managers can analyze what it's telling us.

Mar 20, 2018

FINANCE

Our Startup Story: Why We're Taking on a Boring Industry

This is the story that fueled the inspiration to start Poindexter and set us down the path to startup salvation.

Feb 20, 2018

STARTUP LIFE

Revenue Model Example: Forecasting in Excel

Revenue modeling is a helpful exercise for prioritizing your go-to-market activities. In this post, we'll explain how you can apply this process to your own business, and create benchmarks that keep you on track.

Sep 11, 2017

FINANCE

Cash Flow Budgeting for Agencies (Excel Download)

Cash flow budgeting for agencies can be quite challenge due to the unpredictability of income. In this post we'll walk you through the steps for creating a cash flow budget that will help provide some peace of mind.

Aug 28, 2017

FINANCE