Peter Tatrai, CFA

From Budget to Blueprint A budget isn’t a spreadsheet - it’s a roadmap. Our CFO and FP&A teams work with founders, operators, and investors to align cash flow, hiring, and growth targets into a single, actionable plan. That alignment turns finance from a reporting function into a decision-making engine. 2026 is coming fast. Make sure your plan runs on real data - not hope. #RouteOne #BudgetingAndForecasting #FinancialPlanning #FinancialAnalysis

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A CFO Dashboard for Quarterly Performance Review presents detailed insights into financial performance, including revenue, expenses, profit margins, and budget variances over the quarter. It helps CFOs evaluate trends, assess financial health, and support strategic planning through data-driven analysis and visual reporting. Read More : https://lnkd.in/gixqfJ9x

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Here is a breakdown of practical accounting tips every SME should focus on in 2026, from cash flow discipline and real time reporting to tax planning and scalable systems. Enjoy the read.

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🚀 Startups don’t need a full-time CFO to make full-scale financial progress. Fractional CFOs offer the strategic edge of a seasoned financial leader — without the full-time cost. Learn why more startups are opting for this flexible, powerful solution to navigate growth, investment, and profitability. 📖 Read the full blog: https://lnkd.in/dbkbrSU9 #FractionalCFO #StartupFinance #SmartScaling #CFOServices #FinancialLeadership #StartupGrowth #Entrepreneurship #LeanFinance #BusinessStrategy #PeakAccounting

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“No accounting” isn’t freedom. It’s operational risk. Lead: Founders don’t lose control in audits — they lose it in day-to-day gaps. • Cash clarity: bank, orders and ledger reconciled daily • Evidence on file: TRN-compliant invoices and movement docs, searchable • Tax discipline: filing calendar and ownership to avoid penalties • Decision layer: live margin and working-capital view We implement policy, integrations, and routines so operations stay audit-ready. 🔗 Book a review via the link on our company page.

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Calendar → Planner → Projects → AI employees. Motion is rebuilding the SMB productivity stack for an agentic world.  Stacey Bishop and I are thrilled to share our investment in Motion. They raised $60M, powered by an oversubscribed $38M Series C led by Scale Venture Partners. Harry Qi, Ethan Yu, and Omid Rooholfada are at the heart of it, driving the change every SMB has been waiting for. AI is reshaping business at a speed we've never seen. But for most SMBs it’s still out of reach: too complicated, too expensive, and way too much overhead. The Motion team is breaking down those barriers by replacing the productivity suite with a set of out-of-the-box AI employees, ready to work on day one. A 25-person accounting firm in Kansas City can now have AI teammates handling client follow-ups, prepping docs, updating records, scheduling meetings - the tedious, time sucking stuff that gets in the way of actual work. The team has built a single platform where humans and AI genuinely collaborate. Motion is following a GTM playbook that has led to some of the most significant business outcomes in SaaS: start with a wedge, win the SMB market, then expand across categories and upmarket. We’ve seen this across SaaS giants and within our own portfolio. Box defined content, HubSpot defined inbound marketing, and BILL defined Accounts Payable. They all began with focused products that evolved into comprehensive suites. Motion’s agentic productivity platform is already reaching 10k+ SMBs and is just getting started. The future of agentic work is here, and I can’t wait to see what this team accomplishes! Read more about the story here: https://lnkd.in/dvwkazfK

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Improving Cash Flow Without Overhaul Improving cash flow doesn’t always require a complete business overhaul. Small, focused adjustments can create meaningful improvements in both good times and challenging ones. This practical guide outlines actionable ways leaders can strengthen cash flow while staying aligned with their strategy. https://lnkd.in/d29Q7ypE #TABBoards #CashFlowTips #BusinessFinance

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