Insights

Understand what a 13-week cash flow forecast model is and why using it as a leadership discipline rather than a crisis tool is useful for PE-backed firms.

Learn more about financial planning and analysis, along with budgeting and forecasting, with these definitions and frequently asked questions.

Watch and discover how to build, manage, and monitor annual budgets using FP&A standards, financial forecasting, AI, and performance dashboards.

Explore our 60-day budgeting guide for middle-market companies and find out how less formula complexity leads to more operational visibility.

Unlock smarter CFO budget planning for modern financial leaders. Explore strategies to drive value, overcome challenges and thrive in a dynamic market.

Understand revenue forecasting and its benefits. Explore common models, tips to improve accuracy and pitfalls to avoid for more reliable projections.

Explore FP&A forecasting strategies and techniques that unite data, KPIs and models to strengthen revenue predictions and enable better business decisions.

Understand modernization gaps facing middle-market construction and real estate CFOs, from budgeting and forecasting to system connectivity.

Discover key insights from Cherry Bekaert's 2025 Middle Market CFO Survey and how finance leaders are moving beyond traditional roles to fuel growth.

Discover 8 priorities for CFOs to consider during year-end close to prepare for 2026. Get the full insights in our year-end CFO planning guide.