{"id":19006,"date":"2023-07-18T07:30:00","date_gmt":"2023-07-18T11:30:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=19006"},"modified":"2026-02-12T04:14:14","modified_gmt":"2026-02-12T09:14:14","slug":"the-role-of-financial-planning-and-analysis-in-a-saas-startup","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/the-role-of-financial-planning-and-analysis-in-a-saas-startup\/","title":{"rendered":"The Role of Financial Planning and Analysis in a SaaS Startup"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/technology-innovation\/\" class=\"entry-header__link\">Technology &amp; Innovation<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tThe Role of Financial Planning and Analysis in a SaaS Startup\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2023-07-18T07:30:00-04:00\">July 18, 2023<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"The Role of Financial Planning and Analysis in a SaaS Startup\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/the-role-of-financial-planning-and-analysis-in-a-saas-startup\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/david-appel\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/07\/David-Appel-headshot-2023-1.jpg\" class=\"entry-author__image\" alt=\"David headshot\" \/>\t\t\t\t<span class=\"entry-author__name\">David Appel<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS FP&amp;A is the ticket to ensuring long-term growth and profitability for software companies.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you have a dedicated FP&amp;A team or you\u2019re handling those responsibilities as the CFO, this post will help you:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Understand why optimized FP&amp;A is fundamental to your organization\u2019s success.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pave the way to profitable planning and analysis at your firm.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s begin.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-is-data-all-important-in-fp-amp-a-nbsp\">Why is data all-important in FP&amp;A?&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In order to achieve optimal results from your FP&amp;A, it\u2019s vital to have access to as much financial data as possible. After all, acquiring financial data is the first step in analyzing it.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Organizations that rely on manual accounting technology often find themselves in a vicious cycle.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With the best of intentions, they collect what little financial data they can. Then they analyze it through the lens of present goals, run forecasts with it, and otherwise put it to use.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But FP&amp;A is a lot like life itself: you largely get out of it what you put into it. Finance professionals who come to the table with incomplete or unhygienic data are setting themselves and their companies up for failure\u2013or, at the very least, highly ineffective SaaS FP&amp;A<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What objectives should you have when conducting financial analysis?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-primary-goals-of-fp-amp-a-in-saas-finance-nbsp\">The primary goals of FP&amp;A in SaaS finance&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Modern SaaS FP&amp;A is conducted with a few core goals in mind.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019ll go into much more detail about specific FP&amp;A functions below. But the broader goals underlying those processes include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Helping companies understand the likely financial outcomes of various plans.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Identifying companies\u2019 main profit drivers for optimal resource allocation.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Supplying organizations with a comprehensive and updated view of their essential financial information.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">How, specifically, do SaaS FP&amp;A teams achieve all this?&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-revenue-amp-billing-forecasting-nbsp\">Revenue &amp; billing forecasting&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Revenue forecasting is the lifeblood of profitable sales campaigns, pricing rollouts, billing adjustments, and much more.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A cardinal rule of effective financial management is that you always look (then look again) before you leap.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cloud-native <a href=\"https:\/\/www.sage.com\/en-us\/accounting-software\/financial-planning-budgeting\/\">financial management software<\/a> makes revenue forecasting as simple as entering your data and clicking a button.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Forecasting in the cloud enables further-reaching, more reliable forecasting for:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hybrid billing experimentation&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pricing new products and features&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Extrapolating usage trends into the future and much more<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">FP&amp;A also plays a vital role in effective hiring for SaaS organizations.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-hiring-decisions-and-department-headcounts-nbsp\">Hiring decisions and department headcounts&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Hasty hiring can be costly in terms of both time and cash. FP&amp;A helps companies make profitable hires in a few different ways.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Preventing overhiring&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Without detailed FP&amp;A, it can be tricky for SaaS companies to gauge the precise scope of their hiring needs in various departments.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Clearly establishing goals&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cWe need more people here\u201d is not a strategic hiring statement. FP&amp;A establishes concrete outcomes to aim for and keeps you from making regrettable moves.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Providing team and department headcounts<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once the hiring process is underway, your FP&amp;A team will also carry out headcounts. This helps SaaS CFOs keep an ongoing and updated sense of how their hiring results are shaping up relative to their budget and expectations.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-reporting-on-metrics-and-kpis-nbsp\">Reporting on metrics and KPIs&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">FP&amp;A is inextricably tied to your SaaS metrics. The more exhaustive your library of KPIs and metrics, the more detailed and profitable your financial analysis will be.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Manual accounting software is often unequipped with the full range of KPIs necessary to thrive in today\u2019s competitive SaaS market.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you equip your FP&amp;A team with cloud-native financial management software, you\u2019ll never have to worry about missing metrics.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automation will help your team fully understand how all your various KPIs work together and impact each other in real time.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-budgeting-optimally-and-minimizing-variance-nbsp\">Budgeting optimally and minimizing variance&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Budget variance is a massive impediment to SaaS profitability. What\u2019s more, if you repeatedly miss the mark on budgeting, it won\u2019t be long before your board takes notice.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A strong investment in FP&amp;A can help you hit your budgeting goals by:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Providing real-time variance alerts: <\/strong>Cloud-based accounting software automatically alerts your team when you\u2019re approaching budget milestones too quickly.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enabling detailed budget forecasts: <\/strong>Forecasting removes the guesswork from SaaS budgeting\u2013because when it comes to setting budgets, no one likes surprises.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ensuring proper allocations: <\/strong>Failure to achieve proper budget allocations can cause serious capital shortfalls in your company. It\u2019s hard to stay profitable unless you can put the right resources to work at the right place, at the right time.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Cloud-native financial management software helps CFOs and finance professionals eliminate budget variance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-enhance-your-saas-fp-amp-a-effectiveness-today-nbsp\">Enhance your SaaS FP&amp;A effectiveness today&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In many ways, FP&amp;A acts as the foundation of SaaS accounting success. Maximizing the FP&amp;A function and surrounding technologies such as automation allows leaders to confidently chart their course for effective financial decision-making.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FP&amp;A may serve as the foundation of accounting success. But when you\u2019re building a house, you don\u2019t stop at the foundation. That\u2019s why we created the Modern SaaS Finance Academy, an online academy designed to help you learn vital skills that will set you apart from the competition in the coming years.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/sageu.com\/modernsaasfinance\/?utm_source=organic&amp;utm_medium=sageu&amp;utm_campaign=organic\">Join the academy today<\/a>.&nbsp;<\/p>\n\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Modern SaaS Finance Academy<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p><!-- wp:paragraph --><\/p>\n<p class=\"\">The Modern SaaS\u00a0 Finance\u00a0Academy is a free online training hub designed for CFOs, Controllers, FP&amp;A, Revenue managers, Revenue Operations, and other members of the finance community in fast growth SaaS companies.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/sageu.com\/modernsaasfinance\/?utm_source=organic&#038;utm_medium=sageu&#038;utm_campaign=organic\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\tid=\"cta-id-18976\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tdata-button-location=\"cta_box\"\n\t\t\t\t\t\t\t\t\t\t\t>Learn more<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1271694534-1440x810.jpg\" class=\"single-cta__image\" alt=\"Women discussing in office space\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1271694534-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working 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leaders an early signal on margin. Learn what it takes to produce it.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-38049 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/orthopedic-practice-profitability-by-location-provider-service-line\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1404962439-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1404962439-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1404962439-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1404962439-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-30T09:06:04-04:00\">September 30, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">7 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tOrthopedic practice profitability by location, provider and service line\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-2 post-38051 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/repeatable-month-end-close-primary-care-acquisitions\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-684x384.jpg\" class=\"card-post__image\" alt=\"hospital asset tracking\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-28T11:02:28-04:00\">September 28, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">7 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tA repeatable month-end close for primary care groups growing through acquisition\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-3 post-10296 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters category-people-leadership category-strategy-legal-operations tag-accountants tag-business-strategy tag-cfo-3-0 tag-cloud-financial-management tag-construction tag-project-management business_type-growing-business industry-construction-and-real-estate industry-financial-services industry-professional-services industry-software-saas industry-technology\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/project-profitability\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_Construction-Commerical_0320-684x384.jpeg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_Construction-Commerical_0320-684x384.jpeg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_Construction-Commerical_0320-768x512.jpeg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_Construction-Commerical_0320-1214x810.jpeg 1214w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-25T09:17:00-04:00\">September 25, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">10 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tProject profitability: How to calculate, analyze, and improve margins\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-37976 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/fqhc-month-end-close-spreadsheet-rework\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/08\/spreadsheets-scaled-684x384.jpg\" class=\"card-post__image\" alt=\"Hand is put on a laptop computer\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/08\/spreadsheets-scaled-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/08\/spreadsheets-scaled-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/08\/spreadsheets-scaled-1214x810.jpg 1214w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-24T10:54:13-04:00\">September 24, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">6 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tReducing spreadsheet rework in a multi-site FQHC&#8217;s month-end close\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>SaaS FP&amp;A is the ticket to ensuring long-term growth and profitability for software companies.&nbsp; Whether you have a dedicated FP&amp;A team or you\u2019re handling those responsibilities as the CFO, this post will help you:&nbsp; Let\u2019s begin.&nbsp; Why is data all-important in FP&amp;A?&nbsp; In order to achieve optimal results from your FP&amp;A, it\u2019s vital to have [&hellip;]<\/p>\n","protected":false},"author":1433,"featured_media":9191,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_is_cornerstone":"","_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_meta-robots-nofollow":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_opengraph-image-id":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","_yoast_wpseo_twitter-image-id":"","_yoast_wpseo_schema_page_type":"","_yoast_wpseo_schema_article_type":"","_sage_video":false,"_yoast_wpseo_focuskeywords":"[]","_yoast_wpseo_keywordsynonyms":"[\"\"]","_yoast_wpseo_primary_category":"48","sage_membership_post_content_type":"article","sage_membership_post_featured_video_id":"","sage_membership_post_video_type":"trailer","sage_membership_post_featured_video_duration":"","post_featured_image_hide":false,"sage_hide_published_date":false,"sage_hide_read_time":false,"sage_hide_share_buttons":false,"_pwl_sage_podcast_buzzsprout_src":"","footnotes":""},"categories":[48],"tags":[420,346],"business_type":[41],"lilypad":[],"context":[],"industry":[450],"persona":[],"imagine_tag":[444],"coauthors":[599],"class_list":["post-19006","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology-innovation","tag-cloud-financial-management","tag-cloud-technology","business_type-growing-business","industry-software-saas"],"sage_meta":{"region":"en-us","author_name":"David 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