Juan Arana, Author at WilkinGuttenplan

Accounting & Assurance Articles Outsourced CFO, Controller, & Accounting Services Technology

Understanding SaaS Unit Economics: CAC, LTV & Financial Planning

This article is the third installment in our FP&A (financial planning and analysis) Foundations Series for technology companies. Parts 1…

Juan AranaOctober 26, 2026

Articles Outsourced CFO, Controller, & Accounting Services Technology

How to Build a Budget and Financial Model for SaaS and Technology Companies

A Practical Guide for Founders, CFOs, and Finance Leaders in the Technology Industry For SaaS and technology companies, the annual…

Juan AranaOctober 15, 2026

Articles Outsourced CFO, Controller, & Accounting Services Technology

How to Build an Annual Operating Plan for SaaS and Technology Companies

A Practical Guide for Founders and Finance Leaders An Annual Operating Plan (AOP) is where strategy stops being a conversation…

Juan AranaOctober 8, 2026

Outsourced CFO, Controller, & Accounting Services Technology

Financial Planning for SaaS & Technology Companies: A four-part series

FP&A Foundations We are kicking off a series designed to cover the annual financial planning cycle for SaaS and…

Juan AranaOctober 8, 2026

Articles Outsourced CFO, Controller, & Accounting Services

How Corporate Card Platforms Can Help Cut Expense Reconciliation Work by Up to 50%

Most finance leaders we work with know their expense management process is broken. They just don’t always know how broken…

Juan AranaJuly 9, 2026

Articles Closely Held Businesses Family Office Services Outsourced CFO, Controller, & Accounting Services Professional Practices Technology

Accounts Payable Automation: Cut AP Workload by 50%

Accounts Payable (AP) Automation: Cut AP Workload by up to 50% If your AP team is still manually entering bills,…

Juan AranaJune 3, 2026

Articles Outsourced CFO, Controller, & Accounting Services

Financial Planning and Analysis for Business Growth

Financial planning and analysis (FP&A) is the accounting and finance strategy that helps organizations meet their strategic goals. Unlike traditional…

Juan AranaSeptember 16, 2025

Outsourced CFO, Controller, & Accounting Services

Startup Stock Compensation: Year-End Filing Requirements

As the year-end approaches, startups need to focus on the filing requirements associated with stock options, a key part of…

Juan AranaMay 28, 2025