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Big picture reports for finance teams and super users​

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This feature allows you to review big-picture performance metrics, pending POs, and budgets all in one glance.

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The dashboard search bar that makes it easier to find the information you need to make decisions about your business.

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Latest news & resources for CFOs

Merushka Chetty

Eamon O’Sullivan – How This Accountant 5X’d His Business Valuation

James Kennedy welcomes back Eamon O’Sullivan, partner at OSA McQuillan, to unpack how he transformed a traditional, deadline-driven accounting practice into a “service-as-a-subscription” model. Eamon shares the playbook: moving from feast-or-famine annual work to predictable monthly revenue, switching referrals to marketing-led growth, going remote, and the billing tech that makes it hum. If you run a professional services firm (accounting, legal, fractional CFO, consulting), this one’s a blueprint for a calmer business with better margins.

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Merushka Chetty

Michael O’Shea – How This Programmer Built Multiple Million-Dollar Startups

James Kennedy sits down with Michael O’Shea, co-founder & CEO of Pulse Market, to unpack how CFOs can get ahead of non-financial sustainability reporting. From CSRD, ESRS, SECR and double materiality to auditor readiness and supplier due-diligence, Michael explains the emerging reporting stack – and why robust data lineage matters as much as the numbers. They also touch on his earlier startups (from Silicon Valley CRM to an Irish spread-betting platform), lessons from a private-equity roll-up, and the culture/values work that shaped Pulse.

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Merushka Chetty

Malcolm Carradus – How I 6X’d a $300M Company to $2 BILLION

James Kennedy sits down with global finance leader Malcolm Carradus to unpack the business of events – from content-led conferences to transaction-driven trade shows – and how he helped scale Informa Markets into the world’s largest events organizer. They get into cash-flow mechanics, venue risk, gross-margin control, and the leadership shift finance teams need when each show runs like its own business. Along the way: wild on-site stories (including a venue demolished three weeks pre-show), why trade shows can command premium EBITDA multiples, and the fractional-CFO playbooks Malcolm now uses with clients.

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