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Excel Tips

Article
On Process Improvement & Communication

Checklists

Article
Michael LaBorde: 6 Questions for 6 Years

Infographics
Cost Optimization Strategy Infographic

Article
Identifying Business Needs in a Phased System Implementation

Article
Brian Barton: 8 Questions for 8 Years

Article
Standalone Selling Price Guidance: Performance Obligations in SaaS Contracts

Article
Scott Longacre: 8 Questions for 8 Years

Article
On Collaborating With Client Teams

Article
5 Key Considerations for Hiring External Audit Firms

Article
Jaime Raisch: 4 Questions for 4 Years

Article
On the Importance of Detail Work

Article

Article
8020’s Chris Kirk Featured in The Hollywood Reporter

Article
5 Best Practices for Automating and Scaling Financial Operations

Article
Neil Travanti: 7 Questions for 7 Years

Article
On Building a Financial Model Quickly

Article
Exploring Ongoing Changes in Licensing and Acquisition Management

Article
Notes from the Field: Cash Flow Crisis Management

Article
Why is Strategic Planning Important?

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

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

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

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

Guides
Subscription-Based Financial Modeling Whitepaper

Article
On FP&A to Support Rapid Growth

Article
The End of LIBOR: Are You Ready?

Article
Selecting a Telephony System for Enhanced Recovery & Collections

Article
On Collaboration and Effecting Change

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

Article
Corporate Insurance Renewals: Best Practices for 2021

Article
On Offering Guidance Through Systems Experience

Article
Planning Model Flexibility: Building Better Original Plans

Article
Prepping for a Successful Series A Funding Round

Article
Be Prepared: Business Continuity Planning

Article
Inside Preparing a Manufacturing Company for a Transaction

Article
Time for a Refresh: Ways to Improve Financial Reporting

Article
Best Practices for Streamlining Complex Allocation Methods

Article
5 Steps to Help Your ERP System Selection Process

Article
SaaS KPIs: Benefits of Recurring Revenue Analysis

Article
Getting Ready for ASC 326 – CECL

Article
Lease Accounting and COVID-19: Impacts and Modifications

Article
The Post-Merger Integration Process: Best Practices and Nuances

Article
Notes From the Field: About the PMP Certification Process

Article
A Look at Budgeting and Forecasting Through Uncertainty

Article
Demystifying Common Subscription-Based Business Model Concepts

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

Article
ERP Customization: Lessons Learned from a System Implementation

Article
6 Simple Ways to Create a Successful Budget Process

Article
The Growing Power of Data Visualization in Finance

Article
Notes From the Field: MS Dynamics 365 Implementation Considerations

Article
Treasury Management: The Best Defense is a Good Offense

Article
Key Considerations for Selecting ASC 842 Lease Accounting Software

Article
Softrax Revenue Manager: 10 Tips for Managing a Successful Implementation

Article
What You Should Know About Project Accounting

Article
Spreadsheet Server Review: Live Reporting from insightsoftware

Article
10 Tips for a Successful ERP Implementation

Article
Expense and Cost Optimization Considerations in the COVID-19 Environment

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

Article
Business Combination Accounting & ASC 805: 5 Avoidable Mistakes

Article
Should You Outsource Finance and Accounting? Key Considerations to Decide

Videos
ERP System Implementation Project Management [Video Q&A]

Article
Implementing ASC 606 Controls Under Pandemic Conditions

Article
Practical Tips for Budgeting Using NetSuite & PBCS

Article
Revisiting Pricing Increase Strategy in COVID-19

Guides
Selecting Revenue Management Software for ASC 606 Whitepaper

Article
A Closer Look at ASC 842 Lease Accounting

Article
Still Procrastinating on ASC 842 Implementation?

Article
A Case Study: Joint Venture Finance

Videos
NetSuite Features & Capabilities Q&A [Video]

Article
Revisiting Business Assumptions: A Profitable Good Habit

Article
SEC Disclosures to Consider Due to COVID-19

Article
Principles of Measuring and Managing Liquidity Risk

Article
Equity-Based Compensation: Taking Plan Administration to the Cloud

Article
7 Tips for Refining Your Month-End Close Schedule

Article
Business Planning During the Pandemic: A Scenario Analysis Example

Article
Life Post-ASC 606 Implementation

Article
Notes from the Field: A Financial Audit Checklist

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

Article
Types of Due Diligence and What to Expect from the Process

Article
NetSuite Customization: Making a Dynamic Tool Work for You

Article
Rethinking Transformation Initiatives in a Time of Crisis

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

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

Article
The Importance of Internal Controls During COVID-19

Article
5 Keys to Successful Headcount Planning

Article
Cash Flow Management & Forecasting Q&A [Video]

Article
Why Successful Businesses Leverage Financial Consulting Services

Article
Minimizing COVID-19 Supply Chain Disruption

Checklists
What to Expect in Your 13-Week Cash Flow

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

Article
A Look at WFH Effectiveness for Finance and Accounting Teams

Article
HighRadius System Implementation

Article
How to Proactively Improve Operational Costs

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

Article
Supply Chain Management Strategies During and After COVID-19

Article
Capitalizing on Zero Interest Rates and Restructuring Debt Obligations

Article
Return to Work Planning for Accounting and Finance

Article
Optimizing Cash Flow in Challenging Economic Times

Article
Adjusting Film Ultimates in Response to COVID-19 Impacts

Article
4 Steps to Stronger Customer Profitability Analysis

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

Article
Scenario Analysis and Sensitivity Analysis in Financial Forecasting

Article
Maximizing CARES Act PPP Loan Forgiveness

Article
The Potential Impacts of COVID-19 on Film Ultimate Revenue

Article
Frequently Asked Questions about the CARES Act

Article
Building a Balanced Scorecard & Using SMARTER KPIs

Article
How SKU Rationalization Can Increase Profitability and Improve Working Capital

Article
5 Easy Tips for Capital Investment Strategies During the COVID-19 Crisis

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

Article
How to Build a Cash Flow Analysis to Manage Liquidity Now

Article
Supply Chain Management: Sourcing Backup Suppliers

Article
Employee Engagement in a New Financial System Implementation

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

Article
Best Practices for Your Data Room in M&A

Article
Financial Software Implementation Price Negotiation Strategies

Article
Product Lifecycle Management (PLM): a Finance Planning Perspective

Article
Effective Trade Spend Management

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

Infographics
Sell-Side Due Diligence Decision Tree

Article
BI & EPM Planning and Budgeting: Automation and Acceleration Tips

Article
Startup Finance: Building Operations Through Two Rounds of Funding

Article
Global Inventory Management: Strategies, Risks and Metrics

Article
Notes from the Field: Private Firm Valuations

Article
8020 Consulting Supports Soldiers’ Angels

Article
Best Practices in Post-Acquisition Finance Integration

Infographics
Post-Acquisition Integration Team Infographic

Article
How Scrum Tactics Could Help Your Next Financial System Implementation

Article
Key Questions When Implementing a Global Consolidation and Reporting System

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

Article
Tips from the Trenches: Salesforce Sales Forecasting

Article
How to Develop a 5-Year Strategic Financial Plan

Infographics
5-Year Strategic Planning Timeline

Article
Workiva Wdesk: Benefits and Key Attributes

Article
Brand Partnerships, Part 3: Metrics and Fiscal Impact

Article
10 Basic Internal Controls for Small Business Fraud

Article
Brand Partnership Finance, Part 2: Finding Balance

Article
Three Ways IPO CFOs Can Drive Success

Article
Building a Brand Partnerships Business, Part 1: Financial Throughline

Checklists
Automated Budget & Forecasting Tip Sheet

Article
Subscription Business Model Metrics: A Systems Check

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

Infographics
Improve Month-End Close Infographic

Article
Retail Marketing KPIs & Other Retail Finance Performance Strategies

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

Article
New US Tariffs: 3 Recommendations for Manufacturing Finance Executives

Article
6 Factors That Impact How to Value a Content Library

Article
5 Keys for Your Customer Lifetime Value Model

Article
About the Proposed Delay of ASC 842

Article
8020 Consulting Gets Involved with Operation Gratitude

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

Article
Notes from the Field: Avoiding Surprises in ERP Stabilization Projects

Article
Optimizing Your Price Increase Strategy

Article
NetSuite SuiteAnalytics: Leveraging Built-In BI

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

Article
5 Things to Consider When Deploying Sales Performance Management Software

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

Article
Common Mistakes When Creating a Film Ultimate

Article
Entertainment Finance: Perfecting Film Ultimates

Article
IPO Readiness: Avoiding Pitfalls When Going Public

Article
The Key Benefits of HFM: Hyperion Financial Management

Article
Interim CFO Consulting: Turning Management Transition into Opportunity

Article
Excel Tips: The Value of SUMIFS for Multiple Criteria

Article
Using Goal Seek in Excel: 8020 Quick Tips

Article
A Summary of NetSuite for Growing Companies

Article
8020 Sponsors 2 So. Cal Veteran Families for the Holidays

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

Article
8020 Consulting Congratulates MarVista Entertainment on 15 Years

Article
New Leasing Standard Implementation: Creating an ASC 842 Project Plan

Guides
Financial Reporting & Analysis Whitepaper

Guides
Operational Finance in Entertainment eBook

Article
Why Building FP&A Infrastructure is Critical for Growing Organizations

Article
Transfer Pricing Methods & Other Insights for Multi-Company Operations

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

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

Article
Concur & Expense Management Systems: From the Implementation Trenches

Article
Sell-Side Due Diligence: Best Practices for Target Entities

Article
The Unnecessary Risk of Poor Accounting Process Documentation

Article
How Hiring Financial Due Diligence Professionals Helps Close Deals

Article
Notes from the Field: Finance in Entertainment Startups

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

Article
Follow These Data Best Practices When Switching to NetSuite

Guides
Financial Forecasting Process Guide

Article
8020 Consulting Runs the LA Big 5K

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

Checklists
Sales Compensation Plan Design Tip Sheet

Article
How to Think About Automating Financial Processes With NetSuite

Article
Our Picks for the Biggest CFO & CAO Challenges of 2018

Article
Why Strategic Finance in Entertainment is so Complex

Article
4 Thoughts on Moving to a Cloud-Based EPM System

Article
Tips for Selling a Privately Held Business for Maximum Value

Article
Benchmarking Data Best Practices in Entertainment

Article
8020 Consulting Supports Soldier’s Angels

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

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

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

Article
3 Important Tips for Designing Sales Compensation Plans

Article
Is Financial Data Structure Holding Back Your Business?

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

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

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

Article

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

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

Guides
Operational Review Process Guide

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

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

Article
Expert Analysis: Standard Costing Is Critical to Profitability in Manufacturing

Article
Business Fundraising Success! Now 5 Things You Should Do Immediately

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

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

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

Article
Tips from The Accounting Trenches: The Power of Pivot Tables

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

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

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

Article
Trouble Forecasting Revenue? Try a Collaborative Approach

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

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

Article
How to Fix 4 Excel Mistakes That Could Impact Financial Analysis

Article
Tips from the Accounting Trenches: Try This Smoother Alternative to “Hiding” Data in Excel

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

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

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

Article
Three Rules for Building Your SaaS Revenue Forecast

Article
Demand Forecasting Strategies Every Finance Leader Should Know

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

Article
8020 Consulting Sponsors Four Military Families for the Holidays

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

Article
Linking Due Diligence to Your 100-Day Plan

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

Article
Check Out Our Brand New Facebook Page

Article
Quick Tips for Useful and Concise Reporting on Big Data

Article
3 Steps to Better Cash Flow Forecasting

Article
Profitability Problems? Effective Costing May Be Your Answer

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

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

Article
Simple Secrets for Improved Financial Reporting

Article
8020 Consulting Spotlighted in Top Ten List of Awesome Companies That Are Hiring

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

Article
6 Fatal Flaws of Executives That Can Lead to Emergency Restructuring

Article
An Insider’s Guide to Choosing the Best-Fit Corporate Performance Management Solution

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

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

Article
How Corporate Performance Management Tools Put You on the Fast-Track

Article
The Best New Business Intelligence Toolset is Built into Microsoft Excel

Article

Article
Tame the Equity-based Compensation Plan Accounting Spreadsheet Beast (With Cloud-Based Software)

Article
Supply Chain Management Best Practices and Pitfalls

Article
What is an IT Audit? Exploring a New Modern Necessity

Article
Keeping Customer Analytics Current: New Markets, Methods & Tools

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

Article
Financial Department Change Management: Working With Entrenched Employees

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

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

Article
Financial Consulting Brief: How to Avoid IT Headaches in Financial Project Management

Article
Financial Consulting Brief: How Important is Goodwill to Investors

Article
Top 10 Tips for Troubled Companies and Financial Insolvency

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

Article

Article
Financial Consulting for Start-ups: Secrets of Success

Article
KPIs for Finance and Accounting Departments; Development Tips for Effective Enterprises

Article
Financial Data Analytics: Changes Your Enterprise May Need

Article
Driving Value and Saving Time: How Sell-Side Due Diligence Really Works

Article
5 Ways to Guarantee ERP Implementation Failure

Article
The Key to a Successful Accounting Integration During the M&A Process
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