Blog | Razor CFO

Our Blog

Insights & Resources

Stay ahead with strategic financial insights, growth strategies, and expert analysis from our team.

How to Safeguard Your Brilliant Idea When Pitching Your Business

You've devised an innovative idea for a new business or product. Congratulations! That creative spark is the seed from which successful companies grow. But before you start sharing your idea with potential investors, partners, or customers, protecting your intellectual property is critical. You don't want someone to steal your idea before you even have a chance to get your business off the ground.

Nick French

Financial Modeling: A Key Tool for Business Success

Financial modeling is an essential practice for businesses, providing a structured way to analyze past performance, forecast future results, and make informed decisions. By using financial models, companies create a mathematical representation of their financial health, integrating key elements such as revenue, expenses, cash flow, and investments. This helps businesses develop strategies, plan for growth, and effectively communicate financial data to stakeholders.

Understanding Foreign Currency Loans: What Canadians Need to Know

Taking out a loan in a foreign currency like the U.S. dollar or Euro can seem appealing to Canadians looking to save on interest or benefit from currency fluctuations. However, foreign currency loans come with significant risks that borrowers need to be aware of. In this article, we'll delve into the world of foreign currency loans, examining how they work, their potential benefits and drawbacks, and what Canadians should consider before taking one out.

Accounting Methods: Accrual Or Cash

When it comes to managing your business finances, one of the most important decisions you'll make is choosing between the cash and accrual accounting methods. Each method has its own advantages and disadvantages, and the right choice for your business will depend on various factors such as your industry, business size, and financial goals. In this blog post, we'll dive deep into the differences between cash and accrual accounting, and help you determine which method is best suited for your business.

Understanding Pro Forma Financial Statements: A Comprehensive Guide

In the world of finance and business, pro forma financial statements play a crucial role in forecasting and decision-making. These statements provide a glimpse into a company's potential financial future, based on certain assumptions and projections. In this comprehensive guide, we'll dive deep into the concept of pro forma financial statements, exploring their purpose, types, and the key elements that make them an essential tool for businesses and investors alike.

A Comprehensive Guide to Effectively Restructuring Your Company

When a company faces significant challenges or needs to adapt to changing market conditions, a restructuring may be necessary. Restructuring involves making strategic changes to various aspects of the company to improve efficiency, profitability, and competitiveness. This comprehensive guide will walk you through the essential steps for an effective company restructure.

Understanding Financial Modeling: A Comprehensive Guide

Financial modeling is a crucial tool for businesses and investors to make informed decisions. It helps in forecasting financial performance, assessing risks, and evaluating investment opportunities. In this comprehensive guide, we'll delve into the essential aspects of financial modeling, providing you with a solid foundation to understand and apply this valuable tool.

When Is the Right Time to Hire a CFO for Your Business?

As your business grows and becomes more complex, you may find yourself asking the question: when is the right time to hire a Chief Financial Officer (CFO)? A CFO can provide invaluable financial leadership and strategic guidance to help take your company to the next level. However, knowing exactly when to bring on a CFO can be a challenging decision. Let's explore some key factors to consider.

Financial Projections and Analysis: A Comprehensive Guide

Financial projections and analysis are critical for businesses of all sizes to plan for the future, make informed decisions, and secure funding. In this comprehensive guide, we'll delve into the key aspects of financial projections and analysis, providing you with the knowledge and tools to effectively manage your company's financial health.

What Is A Good Gross Profit Margin and Why Does It Matter?

Gross profit margin is one of the most important financial metrics for any business to track and understand. In simple terms, gross profit margin measures how much money a company keeps from each dollar of sales after accounting for the direct costs to produce the goods or services sold.

Understanding the Key Differences Between Revenue and Profit

In the world of business, two terms that are often used interchangeably are revenue and profit. However, these two concepts are quite different and understanding the distinction between them is crucial for any business owner or investor. In this blog post, we'll dive deep into the key differences between revenue and profit, how to calculate them, and why they matter for your business.

Understanding Financial Statements: A Comprehensive Guide

Financial statements are essential tools that provide valuable insights into a company's financial health and performance. They offer a snapshot of a company's financial position at a specific point in time and help stakeholders, such as investors, creditors, and management, make informed decisions. In this comprehensive guide, we'll explore the four main types of financial statements and their significance.

Mergers and Acquisitions: A Comprehensive Guide for Business Owners and Investors

Mergers and acquisitions (M&A) are essential strategies for businesses looking to expand, diversify, or consolidate their operations. In this comprehensive guide, we will explore the various aspects of M&A, including types, processes, benefits, and challenges. Whether you are a business owner considering an M&A transaction or an investor looking to understand the landscape better, this article will provide you with valuable insights.

Need Personalized Guidance?

Schedule a Consultation

Person reviewing documents with charts and data

Beyond the Bottom Line.

Nick has been an invaluable asset to our business. His expertise has not only stabilized our financial position but has also allowed us to thrive. Each consultation with him provides a well-defined roadmap, significantly alleviating any financial stress. I wholeheartedly recommend Nick for any business.

Michael Kogan

CTO, Lake Design & Strategies

The team here at Fable is growing extremely fast. Planning and modeling what the future looks like for us is essential for making the right decisions. I was lucky enough to have Nick referred to me and his help has been essential for tying together our financial modeling. Nick has very quickly gained a clear and grounded understanding of our business fundamentals, asked the right questions and put in a lot of valuable work asynchronously. This has helped to free up a lot of time for me and my team to work on driving value in the business, I'd highly recommend working with him.

Scott Whittaker

Former Head of Finance / Founder, Fable / ContractSent