Research
Managerial Finance
How accounting logic and planning models support practical decisions for small teams.
Small-business finance is less about perfect reporting and more about making source records useful for pricing, hiring, collections, spend, cash planning, and margin decisions.
Core Questions
- What financial signals should operators see before a decision is made?
- How should messy chart-of-accounts data map into planning models without hiding uncertainty?
- Which accounting facts need provenance because they affect advice, compliance, or trust?
Where It Shows Up
Application
Planning Views
Convert accounting exports and statements into operator-facing planning views.
Application
Repeatable Analysis
Support cash, margin, unit economics, and scenario planning with clear assumptions.
Application
Workflow Evidence
Connect financial evidence to actions in HatTrick workflows.
Artifacts
- WACCY financial modeling contracts.
- QuickBooks and EDGAR extraction paths.
- Three-statement modeling notes.