I totally understand that situation because I went through something very similar a couple of years ago. Our startup had an unexpected departure of our CFO just before a big investor review, and suddenly the responsibility for budgeting and forecasting fell on my shoulders. I had some finance knowledge, but nothing compared to managing full company finances, and the pressure was insane. What helped me was bringing in temporary support that could step in and handle the tricky parts of planning while also helping me understand where the gaps were. That’s when I started using
Interim financial management for projects like cash flow planning and budgeting processes. It made a huge difference because it gave me someone who could quickly assess the numbers, structure the reports in a way that made sense, and help me make decisions with confidence.