Why planning matters before you scale
Scaling without a clear finance plan creates cash gaps, delayed hires, and compliance risks. A strong plan aligns operations with your runway and revenue.
Start by mapping your fixed costs, variable costs, and timing of inflows. Then connect hiring plans to revenue milestones so you avoid overextending.
A simple framework to follow
- Build a 12-month budget with best-case and worst-case scenarios.
- Set cash flow checkpoints every month with action triggers.
- Create a hiring plan that matches revenue timing.
- Review your compliance calendar to avoid penalty risks.
Common mistakes we see
Many teams rely on a single forecast and delay reconciliations. Another risk is mixing personal and business expenses, which slows reporting and tax filings.
Use a clean chart of accounts, track monthly KPIs, and review variances with your finance partner.
