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As Advisors and VCs urge funded tech companies to cut costs and freeze spending. New forecasts and models are urgently needed to be created for the new world we live in (which is still changing day to day). CFOs will have to ultimately take charge of more significant strategic planning, budget distribution, and forecasting across their organization to help ensure essential changes are implemented successfully. But how do you go about prioritizing what may come next?

In today’s episode, we’ll be sharing a recent interview and LIVE Q&A we hosted with special guests Patrick Smith, Managing Principal of Professional Search. Patrick has over 20+ years of experience working in various industry segments, including manufacturing/distribution, technology, and software/SaaS. The companies he serves range from closely held business to start-ups to multinational organizations with varying structures, including corporations, partnerships, and S-Corporations.

Joining Patrick from CLA is Brandon Martin. As a veteran of the United States Armed Forces, Brandon now serves as a principal within CLA’s Technology Industry Group, providing advisory and assurance services to software developers/SaaS, technology, high growth businesses, and other privately-held entities. Brandon has more than 13 years of public accounting experience working with entrepreneurs and leadership teams to drive enterprise value and manage business execution risk to build more reliable and more successful businesses.

And joining them is Glenn Dunlap, CEO and Founder of Peerview Data, a SaaS firm that specializes in benchmarking and comparative analytics solutions for CPA firms. Peerview turns the company data accountants use for audits and taxes into competitive insights they can use to improve their clients and to improve their practices. Peerview works with firms across the country, including several Top 100 firms.

We recorded this conversation back in April of 2020 during the pandemic, where we get into some important topics regarding financials and preparing for the worst. Our guests discuss how to establish clear goals, recognize employee efforts, and create a positive culture. Along with answering some great questions from the Powderkeg community on the focused topic of “Better Finance and Forecasting”. Tune in for more!

In this episode of the Powderkeg Podcast, you’ll learn:

  • The most effective cash management and sash modeling techniques
  • Economic Injury Disaster Loans
  • The new Paycheck Protection Program (PPP)
  • More info on Tax Changes and Credits

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Please enjoy this conversation with Patrick, Brandon, and Glenn!

If you like this episode, please subscribe and leave us a review on iTunes. You can also follow us on Soundcloud or Stitcher. We have an incredible lineup of interviews we’ll be releasing every Tuesday here on the Powderkeg Podcast.

Links and resources mentioned in this episode:

Companies and organizations:

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Enjoy this conversation? Thank Patrick, Brandon and Glenn on Twitter!

If you enjoyed this session and have few seconds to spare, let them know via Twitter by clicking on the links below:

Click here to say hi and thank Patrick on Twitter!

Click here to say hi and thank Brandon on Twitter!

Click here to say hi and thank Glenn on Twitter!

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