Financial Research & Benchmarks

Original research reports for growing businesses. Data-driven insights, industry benchmarks, and trend analysis.

All Research Reports

SMB Finance Team Benchmarks: Staffing & Cost Guidelines for Growing Companies

Learn how finance teams are structured at growing SMBs. Benchmarks for staffing ratios, costs, and when to hire controllers, CFOs, and bookkeeping support.

Fractional CFO Pricing Survey 2025: What Growing Companies Pay

Comprehensive pricing data for fractional CFO services. Learn what companies pay for part-time CFO support and what affects pricing.

Small Business Cash Flow Statistics: What the Data Shows

Research on small business cash flow: how companies manage liquidity, common challenges, and best practices for cash management.

SaaS Finance Metrics Benchmarks: Key Performance Indicators by Stage

Essential SaaS metrics benchmarks: ARR, MRR, churn, LTV:CAC, net revenue retention, and more by company stage and segment.

Fractional CFO Industry Report 2026: Market Size, Growth Trends, and Adoption Drivers

Comprehensive analysis of the fractional CFO market. Market size, growth drivers, pricing trends, and adoption patterns among growing companies.

AI in Accounting Adoption Report 2026

How accounting firms and finance departments are adopting AI. Usage rates, implementation costs, ROI data, and adoption barriers.

AI in FP&A Adoption Report 2026

AI adoption in financial planning and analysis. Forecasting accuracy improvements, tool adoption rates, and implementation best practices.

CFO Technology Survey 2026

Annual survey of CFO technology priorities, spending, and implementation status. Cloud ERP, analytics tools, and AI adoption trends.

Accounting Automation ROI Report 2026

Return on investment analysis for accounting automation. Cost savings, time savings, and error reduction data by company size.

Cloud Accounting Adoption Benchmarks 2026

Cloud accounting software adoption rates by company size, industry, and region. Migration patterns and satisfaction metrics.

Fintech Adoption in SMBs 2026

Financial technology adoption rates among small and medium businesses. Payment processing, banking, and lending fintech trends.

Construction CFO Financial Benchmarks 2026: Profit Margins, Working Capital & Project Costing

Financial benchmarks for construction companies. Profit margins, working capital, project costing metrics, and financial health indicators for contractors.

Healthcare Practice Financial Benchmarks 2026: Revenue Cycle, Staffing & Profitability

Financial benchmarks for medical practices and healthcare providers. Revenue cycle metrics, staffing costs, collection rates, and profitability benchmarks.

Professional Services Finance Costs 2026: Utilization, Billing Rates & Profitability

Financial benchmarks for professional services firms. Utilization rates, billing rates, profitability metrics, and overhead management.

Retail Chain Finance Benchmarks 2026: Inventory Turnover, Margins & Operational Efficiency

Financial benchmarks for retail businesses. Inventory turnover, gross margin, operational efficiency, and profitability metrics.

Manufacturing CFO Cost Benchmarks 2026: Margins, Working Capital & Operational Efficiency

Financial benchmarks for manufacturing companies. Cost structure, working capital management, operational efficiency, and profitability metrics.

Restaurant & Hospitality Finance Benchmarks 2026: Food Costs, Labor Costs & Profitability

Financial benchmarks for restaurants and hospitality businesses. Food costs, labor costs, prime cost management, and profitability metrics.

Real Estate & Property Finance Benchmarks 2026: Cap Rates, Cash-on-Cash & NOI

Financial benchmarks for real estate and property management. Cap rates, cash-on-cash returns, NOI metrics, and investment analysis.

Logistics & Transportation Finance Benchmarks 2026: Operating Ratios, Fuel Costs & Profitability

Financial benchmarks for logistics and transportation companies. Operating ratios, fuel costs, profitability metrics, and efficiency measures.

Ecommerce Finance Benchmarks 2026: CAC, LTV, Unit Economics & Profitability

Financial benchmarks for ecommerce businesses. Customer acquisition costs, lifetime value, unit economics, and profitability metrics.

SaaS Business Metrics Benchmarks 2026: ARR, MRR, Churn & Growth Metrics

Financial benchmarks for SaaS companies. ARR, MRR, churn rates, growth metrics, and unit economics for subscription businesses.

ESOP Company Finance Management Report 2026

Financial management for Employee Stock Ownership Plans. Compliance, valuation, and operational considerations for ESOP companies.

PE-Backed CFO Operational Benchmarks 2026

Financial benchmarks for private equity backed companies. Operational metrics, growth targets, and exit planning for PE-owned businesses.

Business Valuation Multiple Benchmarks 2026

Business valuation multiples by industry, size, and transaction type. How to value your company and maximize exit value.

Exit Readiness Finance Checklist Report 2026

Financial preparation checklist for business exit. Documentation, metrics, and operational readiness for maximum exit value.

Founder Equity Compensation Report 2026

Equity compensation for founders and early employees. Option pools, vesting schedules, strike prices, and value measurement.

Month-End Close Time Benchmarks 2026: How Fast Can You Close Your Books?

How long does the month-end close take? Benchmarks by company size and industry with improvement strategies. Learn what best-in-class close times look like.

Financial Reporting Turnaround 2026: From Close to Board-Ready Reports

Speed of financial reporting from close to board-ready reports. Real-time reporting trends and technologies enabling faster financial insight.

Audit Readiness & Cost Report 2026: What Audits Really Cost

Cost of audit preparation and audit fees by company size. Audit readiness best practices and internal audit benchmarks to reduce costs.

Compliance Cost Report for SMBs 2026: The Real Cost of Staying Compliant

Regulatory compliance costs for small and medium businesses. SOX, GAAP, and industry-specific compliance expenses broken down.

Tax Preparation Cost Benchmarks 2026: What Business Tax Preparation Really Costs

Tax preparation and planning costs for businesses. CPA fees, tax software costs, and timing optimization strategies.

Accounting Software Cost Report 2026: What You Pay for the Tools

Accounting software pricing comparison. Cloud ERP, bookkeeping, and financial system costs by company size.

Chart of Accounts Optimization Report 2026: Building a COA That Works

Best practices for chart of accounts design. Structure recommendations, common mistakes, and reporting optimization.

Accounting Error Rate & Cost Report 2026: How Errors Hurt Your Bottom Line

How often do accounting errors occur? Error rates, financial impact, and prevention strategies for growing businesses.

Budgeting Process Cost & Time 2026

How much time and money do companies spend on budgeting? Process benchmarks and efficiency improvement strategies.

Forecast Accuracy Benchmarks 2026

Revenue and expense forecast accuracy by industry and methodology. Best practices for improving predictions.

Rolling vs. Annual Budgeting Report 2026

Comparison of rolling budgets vs. traditional annual budgets. Implementation approaches and outcomes data.

Financial Model Complexity Survey 2026

Financial modeling practices and complexity analysis. Model types, maintenance costs, and best practices.

FP&A Tool Adoption & Cost Report 2026

FP&A software adoption rates and costs. Budgeting, forecasting, and analysis tool comparison.

Finance Team Staffing Costs 2026

Comprehensive staffing cost benchmarks for finance departments. Salary ranges, benefits costs, and total compensation by role and region.

Outsourced vs. In-House Accounting Cost 2026

Cost comparison between outsourced accounting services and in-house teams. Break-even analysis and decision factors.

Bookkeeper, Controller, CFO Hiring Cost 2026

Complete salary benchmarks for finance roles. Total compensation including benefits, bonus, and equity for each level.

Accounting Talent Shortage Impact Report 2026

Analysis of accounting talent shortage effects on businesses. Hiring difficulties, wage inflation, and operational impacts.

Remote & Hybrid Finance Teams 2026

Trends in remote and hybrid work for finance departments. Productivity data, security considerations, and management practices.

Finance Team Burnout & Turnover Report 2026

Analysis of burnout and turnover in finance departments. Causes, costs, and retention strategies that work.

Small Business Cash Reserve Benchmarks 2026

How much cash should small businesses hold in reserve. Industry benchmarks and factors affecting optimal reserve levels.

DSO & DPO Benchmarks for Growing Companies 2026

Days sales outstanding and days payable outstanding benchmarks by industry. Working capital optimization strategies.

AR/AP Automation Report 2026

Accounts receivable and payable automation adoption and ROI. Processing costs, speeds, and error rates.

Cash Flow Forecasting Accuracy Report 2026

How accurate are company cash flow forecasts? Accuracy benchmarks and factors that improve prediction.

Payment Terms & Collection Practices 2026

Standard payment terms by industry and company size. Collection effectiveness and DSO impact analysis.

SMB Profit Margin Benchmarks by Industry 2026

Net profit margin benchmarks for small and medium businesses across 50+ industries. Comparison data and improvement strategies.

Gross Margin Benchmarks by Revenue Tier 2026

How gross margins vary by company size. Economies of scale and pricing power analysis.

Overhead Ratio Benchmarks 2026

Overhead costs as a percentage of revenue by industry. Benchmarks for operating expenses and G&A costs.

Pricing Strategy & Profitability Report 2026

How pricing strategies impact profitability. Price testing, value-based pricing, and margin optimization.

Revenue Leakage Prevention Report 2026

Identifying and preventing revenue leakage. Pricing errors, discounts, and operational leak sources.

Our Research Reports

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