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Excel Tips

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A Brief Primer on Financial Data Management and Reporting

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A Look at Team Assessment Projects

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Finance and Operations: The Path to Strategic Alignment

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Best Practices for Tracking Joint Venture Agreements

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Retail Real Estate KPIs & How to Apply Them

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The Art of Storytelling in Finance: Challenges and Benefits

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The Importance of Trade Spend Tracking

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Vikram Mehta: 9 Questions for 9 Years

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Keys to Building an Effective Board of Directors’ Report

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Avoiding Common Pitfalls in Your Annual Planning Cycle

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IBM Cognos TM1 vs. Planning Analytics: A Guide to the Transition & New Features

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A Helpful Business Continuity Plan Checklist

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Deborah Mitrenga: 4 Questions for 4 Years

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Power BI Tips and Best Practices

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7 Nuances That Make Insurance Agency Accounting Unique

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Questions Every CPG Accounting and Finance Team Should Be Asking

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5 Signs Your Accounts Payable Department Could Be More Efficient

Guides
ERP Implementation Stages & Phases Guide

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Top-Down or Bottom-Up Budgeting? About Two Common Approaches and Their Pros and Cons

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Devon Coleman: 7 Questions for 7 Years

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Risks in a Rising Rate Environment

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M&A Sell Side Transaction Support: Keys to Success

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Five Signs You Need to Update Your Headcount Management

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What to Do When a Key Employee Leaves

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Questions to Drive Budgeting, Reporting and Accounting Process Improvements

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Understanding PMP Concepts: a PMP Revisits Past Projects

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Enhancing Reporting, Budgeting & Forecasting After Your QuickBooks to NetSuite Migration

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How to Increase Cost-Center Transparency When Moving from QuickBooks to NetSuite

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How to Drive Finance and Marketing Collaboration During Rapid Change

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How Does Carbon Neutral Affect Real Estate?

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Exploring Blockchain, NFTs and Best Practices in Planning for High-Growth Startups

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Corporate Finance Restructuring: Swinging for the Fences Through Transformation

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Own Your Data: When to Consider a Multidimensional Database Platform

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Why is Revenue Cycle Management in Healthcare so Important?

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Exploring the Role of Finance in Business Strategy in Three Parts

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Understanding the Impact of Volume, Mix and Rate on Manufacturing COGS Variance

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Exploring Interim Consulting & Lessons Learned From Bringing a Team Onshore

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Recorded Music Forecasting: New Data and Methodologies

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Office Leasing Strategy in the New Normal

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Lessons Learned from Building Dashboards in Tableau

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Building By-Title Ultimates: Best Practices from the Field

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7 Common Pitfalls in Failed NetSuite Implementations

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Heidi Turcotte: 7 Questions for 7 Years

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Avoiding Surprises in Intercompany Account Reconciliation Prior to ERP Implementation

Guides
Real Estate and Construction Finance Whitepaper

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Three Principles of Effective FP&A

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Mike Lancia: 6 Questions for 6 Years

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On Project Management System Selection and Clarity

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Post-Acquisition Finance Transformation Ebook

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Tools for Building Financial Models for New Products and Services

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On Building Client Confidence and Shifting Perspective

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How to Create Better CAPEX Business Memos

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CAPEX Business Case Memo Example

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5 Focus Areas Typically Overlooked in a Successful IPO

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On Staying Afloat and Supporting Improvements

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3 Caution Areas for System Implementations: a Leadership Perspective

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Improve Your BI Implementation Strategy with These Steps

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Crisis Management in Finance: The Importance of Flexibility

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On Repeat Clients and Good Environments

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Creating a Rolling Forecast Planning Environment: Changing Mindsets

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On Integration With Client Teams

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Post-Pandemic Entertainment Finance: Film Release Strategy, Ultimates & ARPU

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On Sharing and Applying Knowledge

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Finance & Accounting Process Optimization and More Through ESOAR (Part 2)

Guides
Accounting Process Improvement Strategies Guide

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How to Improve Accounting Processes Using ESOAR (Part 1)

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On Triage and Setting the Stage for a Permanent Hire

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On Improving Processes Through Training

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About Project Scope Management in Finance and Accounting Projects

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Article
Change Management: Preparing Your Team

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On Supporting Efficiency Through Automation

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6 Signs You Could Make Your Accounting Department More Efficient

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Accounting Department Health Check

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8020’s Chris Kirk Featured in Variety

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Best Practices for Implementing a Financial System for a Small Business or Target Company

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On Streamlining Complex Reconciliations

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Emir Kiamilev: 5 Questions for 5 Years

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Guides
Opening an Office in Another Country Whitepaper

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A Preparation Checklist for When You Hire a Finance Consultant

Infographics
Cross-Functional Project Management Infographic

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On Adaptability to Meet Client Needs

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Tommy Yee: 6 Questions for 6 Years

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On Building Trust and Effecting Change

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A Seller’s Guide to Maximizing Value with a Carve-Out Transaction

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Julian de Luna: 6 Questions for 6 Years

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Transform Your Budget and Forecast Process: From Excel to Oracle NetSuite PBCS

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“Sprechen sie Stakeholderitsch?” A Finance Consultant’s Notes on Stakeholder Management

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On Building Confidence in the CFO Role

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On Process Improvement & Communication

Checklists

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Michael LaBorde: 6 Questions for 6 Years

Infographics
Cost Optimization Strategy Infographic

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Identifying Business Needs in a Phased System Implementation

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Brian Barton: 8 Questions for 8 Years

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Standalone Selling Price Guidance: Performance Obligations in SaaS Contracts

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Scott Longacre: 8 Questions for 8 Years

Infographics
Price Optimization Strategy Infographic

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On Collaborating With Client Teams

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5 Key Considerations for Hiring External Audit Firms

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Jaime Raisch: 4 Questions for 4 Years

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On the Importance of Detail Work

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8020’s Chris Kirk Featured in The Hollywood Reporter

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5 Best Practices for Automating and Scaling Financial Operations

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Neil Travanti: 7 Questions for 7 Years

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On Building a Financial Model Quickly

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Exploring Ongoing Changes in Licensing and Acquisition Management

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Notes from the Field: Cash Flow Crisis Management

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Why is Strategic Planning Important?

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Five Factors to Help You Decide Which eCommerce Platform to Choose for Your Business

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Time to Clean Out the Warehouse: Improving Inventory Management Processes in 2021

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Notes from the Field: 5 Success Factors for Cross-Functional Project Management

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A 2020 Recap: Cash Management & Why Cash is Still King

Guides
Subscription-Based Financial Modeling Whitepaper

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On FP&A to Support Rapid Growth

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The End of LIBOR: Are You Ready?

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Selecting a Telephony System for Enhanced Recovery & Collections

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COVID-19 Real Estate: Rethinking Office Space and Going Back to Work

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Corporate Insurance Renewals: Best Practices for 2021

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On Offering Guidance Through Systems Experience

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Planning Model Flexibility: Building Better Original Plans

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Prepping for a Successful Series A Funding Round

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On Building Trust With Clients

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Be Prepared: Business Continuity Planning

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Inside Preparing a Manufacturing Company for a Transaction

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On Supporting a Client with a Dynamic Financial Model

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Time for a Refresh: Ways to Improve Financial Reporting

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Best Practices for Streamlining Complex Allocation Methods

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5 Steps to Help Your ERP System Selection Process

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SaaS KPIs: Benefits of Recurring Revenue Analysis

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Getting Ready for ASC 326 – CECL

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Lease Accounting and COVID-19: Impacts and Modifications

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The Post-Merger Integration Process: Best Practices and Nuances

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On Third-Party Perspective and Controls Improvements

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Notes From the Field: About the PMP Certification Process

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A Look at Budgeting and Forecasting Through Uncertainty

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Demystifying Common Subscription-Based Business Model Concepts

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Prepping for the M&A Process: How CEOs Should Get Ready to Sell

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ERP Customization: Lessons Learned from a System Implementation

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On Knowledge Sharing as a Consultant

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6 Simple Ways to Create a Successful Budget Process

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The Growing Power of Data Visualization in Finance

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Notes From the Field: MS Dynamics 365 Implementation Considerations

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Treasury Management: The Best Defense is a Good Offense

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Key Considerations for Selecting ASC 842 Lease Accounting Software

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Softrax Revenue Manager: 10 Tips for Managing a Successful Implementation

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On the Challenge of Maintaining High Operating Standards

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What You Should Know About Project Accounting

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Spreadsheet Server Review: Live Reporting from insightsoftware

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On Modeling to Support Collections and Recovery

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10 Tips for a Successful ERP Implementation

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Expense and Cost Optimization Considerations in the COVID-19 Environment

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Preparing for Full-Year Audits in 2020 (with FASB Updates)

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Business Combination Accounting & ASC 805: 5 Avoidable Mistakes

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Should You Outsource Finance and Accounting? Key Considerations to Decide

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ERP System Implementation Project Management [Video Q&A]

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Practical Tips for Budgeting Using NetSuite & PBCS

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Revisiting Pricing Increase Strategy in COVID-19

Guides
Selecting Revenue Management Software for ASC 606 Whitepaper

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A Closer Look at ASC 842 Lease Accounting

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Still Procrastinating on ASC 842 Implementation?

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A Case Study: Joint Venture Finance

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NetSuite Features & Capabilities Q&A [Video]

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Revisiting Business Assumptions: A Profitable Good Habit

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SEC Disclosures to Consider Due to COVID-19

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Principles of Measuring and Managing Liquidity Risk

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Equity-Based Compensation: Taking Plan Administration to the Cloud

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7 Tips for Refining Your Month-End Close Schedule

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Scenario Analysis Example: Business Planning During the Pandemic

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Life Post-ASC 606 Implementation

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Notes from the Field: A Financial Audit Checklist

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Interim Controller or Outsourced Controller: Which One Do You Need?

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Types of Due Diligence and What to Expect from the Process

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NetSuite Customization: Making a Dynamic Tool Work for You

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Rethinking Transformation Initiatives in a Time of Crisis

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Featured Article on Finding M&A Opportunity Coming Out of the COVID-19 Crisis

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Benefits of Using an Outsourced CFO in Times of Challenge or Change

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The Importance of Internal Controls During COVID-19

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5 Keys to Successful Headcount Planning

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Cash Flow Management & Forecasting Q&A [Video]

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Why Successful Businesses Leverage Financial Consulting Services

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Minimizing COVID-19 Supply Chain Disruption

Checklists
What to Expect in Your 13-Week Cash Flow

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A 3-Step Plan to Identify, Recognize and Measure Real Estate Impairment

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A Look at WFH Effectiveness for Finance and Accounting Teams

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HighRadius System Implementation

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How to Proactively Improve Operational Costs

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KPIs & Scenario Planning: Tracking the Right Business Metrics for Modeling

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Supply Chain Management Strategies During and After COVID-19

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Capitalizing on Zero Interest Rates and Restructuring Debt Obligations

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Return to Work Planning for Accounting and Finance

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Optimizing Cash Flow in Challenging Economic Times

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Adjusting Film Ultimates in Response to COVID-19 Impacts

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4 Steps to Stronger Customer Profitability Analysis

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Notes From the Field: Life in the CFO Consulting Services Group

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Scenario Analysis and Sensitivity Analysis in Financial Forecasting

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Maximizing CARES Act PPP Loan Forgiveness

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The Potential Impacts of COVID-19 on Film Ultimate Revenue

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Frequently Asked Questions about the CARES Act

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Building a Balanced Scorecard & Using SMARTER KPIs

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How SKU Rationalization Can Increase Profitability and Improve Working Capital

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5 Easy Tips for Capital Investment Strategies

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Read Our Article on Dynamic Cash-Flow Forecasting on CFO.com

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How to Build a Cash Flow Analysis to Manage Liquidity Now

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Supply Chain Management: Sourcing Backup Suppliers

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Employee Engagement in a New Financial System Implementation

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Sell-Side Finance: Building an M&A Management Presentation

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Best Practices for Your Data Room in M&A

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Financial Software Implementation Price Negotiation Strategies

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Product Lifecycle Management (PLM): a Finance Planning Perspective

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Effective Trade Spend Management

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3 Tips for Responding to Requests in the Sell-Side Due Diligence Process

Infographics
Sell-Side Due Diligence Decision Tree

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BI & EPM Planning and Budgeting: Automation and Acceleration Tips

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Startup Finance: Building Operations Through Two Rounds of Funding

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Global Inventory Management: Strategies, Risks and Metrics

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Notes from the Field: Private Firm Valuations

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8020 Consulting Supports Soldiers’ Angels

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Best Practices in Post-Acquisition Finance Integration

Infographics
Post-Acquisition Integration Team Infographic

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How Scrum Tactics Could Help Your Next Financial System Implementation

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Key Questions When Implementing a Global Consolidation and Reporting System

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How to Create an Internal Business Plan for a New Company Initiative

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Notes from the Field: Salesforce Sales Forecasting

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How to Develop a 5-Year Strategic Financial Plan

Infographics
5-Year Strategic Planning Timeline

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Workiva Wdesk: Benefits and Key Attributes

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Brand Partnerships, Part 3: Metrics and Fiscal Impact

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10 Basic Internal Controls for Small Business Fraud

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Brand Partnership Finance, Part 2: Finding Balance

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Three Ways IPO CFOs Can Drive Success

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Building a Brand Partnerships Business, Part 1: Financial Throughline

Checklists
Automated Budget & Forecasting Tip Sheet

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Subscription Business Model Metrics: A Systems Check

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5 Ways to Speed Up Your Month-End Close Process [Tip Sheet]

Infographics
Improve Month-End Close Infographic

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Retail Marketing KPIs & Other Retail Finance Performance Strategies

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Post-ASC 606: Using Your CRM to Ensure Timely Billing

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New US Tariffs: 3 Recommendations for Manufacturing Finance Executives

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6 Factors That Impact How to Value a Content Library

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5 Keys for Your Customer Lifetime Value Model

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About the Proposed Delay of ASC 842

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8020 Consulting Gets Involved with Operation Gratitude

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Notes from the Field: Leading a Customer Profitability Initiative for a F1000 Company

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Notes from the Field: Avoiding Surprises in ERP Stabilization Projects

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Optimizing Your Price Increase Strategy

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NetSuite SuiteAnalytics: Leveraging Built-In BI

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Oracle Planning and Budgeting Cloud: Benefits of the First Hyperion EPM Product

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5 Things to Consider When Deploying Sales Performance Management Software

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Know Your Rights: A Guide to Rights Management Systems (RMS)

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Common Mistakes When Creating a Film Ultimate

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Entertainment Finance: Perfecting Film Ultimates

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IPO Readiness: Avoiding Pitfalls When Going Public

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The Key Benefits of HFM: Hyperion Financial Management

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Interim CFO Consulting: Turning Management Transition into Opportunity

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Excel Tips: The Value of SUMIFS for Multiple Criteria

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Using Goal Seek in Excel: 8020 Quick Tips

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A Summary of NetSuite for Growing Companies

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8020 Sponsors 2 So. Cal Veteran Families for the Holidays

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8020 Consulting Participates in 3rd Annual Volunteer Event at the LA Food Bank

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8020 Consulting Congratulates MarVista Entertainment on 15 Years

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New Leasing Standard Implementation: Creating an ASC 842 Project Plan

Guides
Financial Reporting & Analysis Whitepaper

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Why Building FP&A Infrastructure is Critical for Growing Organizations

Guides
Operational Finance in Entertainment eBook

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Transfer Pricing Methods & Other Insights for Multi-Company Operations

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How FP&A Can Help You Get the Most Out of Your Sales Budget

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A Look at the Trump Tariffs and Their Financial Impact on International Supply Chains

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Concur & Expense Management Systems: From the Implementation Trenches

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Sell-Side Due Diligence: Best Practices for Target Entities

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The Unnecessary Risk of Poor Accounting Process Documentation

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How Hiring Financial Due Diligence Professionals Helps Close Deals

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Notes from the Field: Finance in Entertainment Startups

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What is a Most Recent Financial Audit Timeline? Best Practices for Your First Financial Audit

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Follow These Data Best Practices When Switching to NetSuite

Guides
Financial Forecasting Process Guide

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8020 Consulting Runs the LA Big 5K

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Distribution Finance in Entertainment: 3 Tips for Better Deal-Making

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Sales Compensation Plan Design Tip Sheet

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How to Think About Automating Financial Processes With NetSuite

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Our Picks for the Biggest CFO & CAO Challenges of 2018

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Why Strategic Finance in Entertainment is so Complex

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4 Thoughts on Moving to a Cloud-Based EPM System

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Tips for Selling a Privately Held Business for Maximum Value

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Benchmarking Data Best Practices in Entertainment

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8020 Consulting Supports Soldier’s Angels

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Financial Modeling Best Practices: Stronger Models, Better Value (Part 2)

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Are You Getting the Most Value From Your Financial Modeling? (Part 1)

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8020 Consulting Participates in 2nd Annual Volunteer Event at the LA Food Bank

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3 Important Tips for Designing Sales Compensation Plans

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Is Financial Data Structure Holding Back Your Business?

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Tips from the Finance Trenches: 2 Key Excel Functions for Organizing Data

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Entertainment Participation Contracts: What to Look For & When to Audit

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Struggling to Grow? Add Customer Acquisition Metrics to Your Business Model

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Are Organizational Silos Crippling Your Business? Here’s a 5-Step Plan to Break Them Down.

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How to Avoid Leaving Money on the Table in a Sell-Side M&A Transaction

Guides
Operational Review Process Guide

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8020 Consulting Volunteers with GOOD+ Foundation to Help Children of Low-Income Families in L.A.

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Tips From the Finance Trenches: Speed Up Your VLOOKUP Formulas With Automation

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Expert Analysis: Standard Costing Is Critical to Profitability in Manufacturing

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5 Things You Should Do Immediately After Fundraising for Your Startup

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Tips from the Finance Trenches: Best Shortcut Ever! Create a Pivot Table In 3 Seconds

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Need Capital? 5 Ways to Wise Up Your Approach to Business Fundraising

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Tips from the Finance Trenches: A Smart Alternative to Lookup Functions in Excel

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Tips from The Accounting Trenches: The Power of Pivot Tables

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SEC Reporting and SOX Compliance Challenges? The Best Solution May Be in the Cloud.

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The Surprising Truth About International Expansion: Key Findings from the Field

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Tips from The Finance Trenches: How to Use Variables in MS Excel SUMIF Formulas

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Trouble Forecasting Revenue? Try a Collaborative Approach

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Tips from the Finance Trenches: How to Summarize Revenue by Region and Sales Lead

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Conflict Minerals Compliance: Regulations, Challenges & What They Mean for Your Company

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How to Fix 4 Excel Mistakes That Could Impact Financial Analysis

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Try This Smoother Alternative to “Hiding” Data in Excel

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Implementation of ASC 606 Revenue Standard: Financial Consulting Perspectives from the Field

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SEC Comment Letters: 10 Essential Tips for a One-And-Done Correspondence

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Excel Tips: How to Consolidate and Convert Dates to a Standard List or Pivot Table

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Three Rules for Building Your SaaS Revenue Forecast

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Demand Forecasting Strategies Every Finance Leader Should Know

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Q&A: How Business Intelligence and Analytics Are Reshaping Interim CFO Recruitment and the CFO Role

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8020 Consulting Sponsors Four Military Families for the Holidays

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Why There’s No Such Thing as “The Best” ERP Solution

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Linking Due Diligence to Your 100-Day Plan

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Should a Financial Planning Team Report on Performance or Drive It?

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Quick Tips for Useful and Concise Reporting on Big Data

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3 Steps to Better Cash Flow Forecasting

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Profitability Problems? Effective Costing May Be Your Answer

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8020 Consulting Hosts Lunch for The Homeless At Hope Of The Valley

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Audit Ahead! 7 Tips for a More Cost-Effective Audit Process

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Simple Secrets for Improved Financial Reporting

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The Power of Master Product Hierarchies – And Why They Should Be On Your Radar

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6 Fatal Flaws of Executives That Can Lead to Emergency Restructuring

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An Insider’s Guide to Choosing the Best-Fit Corporate Performance Management (CPM) Solution

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Buy-Side M&A On the Horizon? 5 Process Strategies

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3 Tips for a Better Bottom Line: Sales Forecast Methods & More

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How CPM Solutions Put You on the Fast-Track

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PowerPivot: The Best New Business Intelligence Toolset is Built into Microsoft Excel

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Improve Equity-Based Compensation Plans Using Cloud-Based Software

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Supply Chain Management Best Practices and Pitfalls

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What is an IT Audit? Exploring a New Modern Necessity

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Keeping Customer Analytics Current: New Markets, Methods & Tools

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Big Data Grabs a Bigger Role in Forecasting and Planning in Entertainment Finance

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Financial Department Change Management: Working With Entrenched Employees

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Lessons from High-Growth Companies: Tips from the Finance Consulting Trenches

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Proactively Eliminating Barriers to Growth: Studio 71’s Use of PluraVida Atmosphere

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How to Avoid Headaches: Notes From an IT Financial Consultant

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Financial Consulting Brief: How Important is Goodwill to Investors?

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Top 10 Tips for Troubled Companies and Financial Insolvency

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Project Management Woes: Conflicts of Interest on Cross-Functional Teams

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Financial Consulting for Start-ups: Secrets of Success