Resources

At Rooled, we believe that no one should feel intimidated by finance and accounting regulations. We strive to make it easier for startups and small businesses to navigate the complex and ever-changing terrain of business finance.

Whether you’re a first-time entrepreneur or an experienced business owner, our resources can help you stay one step ahead of the competition.

Business PlanningGrowth Hub

The Hybrid Finance Team: Who to Hire, What to Automate, and When to Outsource

The finance team of 2025 doesn’t look like it did a decade ago—and that’s a good thing. Pre-AI, startups hired armies of accountants to manually process invoices, reconcile transactions, and chase down receipts. Today, high-growth companies leverage automation for repetitive tasks, fractional experts for strategic guidance, and a lean in-house team to bridge the gap. The result? Faster close times, fewer errors, and a finance function that scales with revenue—not just headcount.
Read now.
Business PlanningGrowth HubStartup Finance

Future-Proofing Your Startup: Building Flexible Financial Models

In 2022, a fast-growing e-commerce startup saw its sales triple in six months—only to collapse just as quickly when a new algorithm change buried its ads. With rigid financial projections locked into an annual budget, the company couldn’t adapt fast enough. Within weeks, it was forced into emergency cost-cutting mode, laying off staff and slashing growth initiatives. This story isn’t unique. 42% of startups fail because they run out of cash, often due to an inability to respond to sudden market shifts.
Read now.
Business PlanningGrowth HubStartup Finance

Real-Time Financial Dashboards: Keeping Investors in the Loop

Imagine this: A high-growth startup misses its quarterly targets, and panic sets in. Investors demand answers, but the finance team scrambles to compile reports from outdated spreadsheets. By the time the numbers are finalized, confidence has already eroded—along with potential funding opportunities. This scenario is all too common, but it doesn’t have to be.
Read now.
Business PlanningGrowth HubStartup Finance

Data to Strategy: CFO-Led Financial Analysis for Scaling Startups

Picture this: A fast-growing SaaS startup was struggling to decide which product features to prioritize. Their internal team was divided, and the data they had was overwhelming but inconclusive. Enter an outsourced CFO. By analyzing key financial metrics and aligning them with customer feedback, the CFO identified the most profitable features and recommended sunsetting underperforming ones. The result? A streamlined product offering that boosted revenue and customer satisfaction.
Read now.
Growth HubStartup Finance

Keeping Burn Rate in Check: CFO Tactics for Sustainable Startup Growth

Imagine this: A promising startup with a groundbreaking product is scaling rapidly, but its burn rate is skyrocketing. Before the team realizes it, they’re out of cash, forced to lay off employees, and scrambling to secure emergency funding. This scenario is all too common in the startup world, where unchecked spending can derail even the most innovative ventures.
Read now.
Growth HubStartup Finance

Post-Fundraise Roadmap: Deploying Capital Efficiently for Rapid Growth

Picture this: Two startups secure $10 million in funding. The first rushes to spend on flashy marketing campaigns, hiring sprees, and office upgrades. Within a year, they’re out of cash, struggling to meet payroll, and scrambling for another round. The second startup, however, takes a different approach. They set clear goals, prioritize high-impact projects, and maintain strict financial discipline. Two years later, they’ve doubled their revenue, expanded into new markets, and secured a follow-up round at a higher valuation. The difference? A strategic post-fundraise roadmap.
Read now.