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Financial Forecasting Process Guide

Learn financial forecasting process best practices and dive into the three core elements that drive accuracy.

Subscription-Based Finance Models Whitepaper

Learn best practices for building a financial model that can inform your decision-making and drive more accurate forecasts.

Guide to 13-Week Cash Flow Forecasts

This details attributes of best-in-class forecasts to help operating executives gauge the quality of their own forecasts.

Improve Your Month-End Close Tip Sheet

Learn 5 things you can do to close earlier, prepare timely financials, and give management more time to make business decisions.

How to Build an Operational Review Program Guide

Get a 5-step action plan for building a successful operational review program to maintain traction on enterprise initiatives.

Selecting Revenue Management Software Whitepaper

If you need to find a new revenue management software to handle ASC 606 compliance, this whitepaper can help.

Sell-Side Due Diligence Decision Tree

This flow chart offers a process for fielding diligence requests from potential investors and related best practices.

Financial Process Automation Checklist

Get simple tips and strategy for automating budgeting and forecasting and system selection in our two-page checklist.

Operational Finance in Entertainment Ebook

Get our best practices guide for making your mid-level entertainment studio more competitive.

Financial Reporting & Analysis Solutions Whitepaper

Learn how reporting & analysis solutions that bridge the implementation time gap and keep pace with business demands.

Sales Compensation Plan Tip Sheet

Learn our five best practices to creating effective sales compensation plan models that balance present realities and future goals.

5-Year Financial Planning Timeline

Download our free timeline to get insight into creating a 5-year plan, including recommended timings for critical phases.

Post-Acquisition Finance Integration Infographic

This two-pager offers insights into finance integration team structure and advice for managing successful projects!

asc 326 cecl staircase

Financial Reporting and Accounting

Getting Ready for ASC 326 – CECL

In late 2019, the Financial Accounting Standards Board (FASB) issued Accounting Standard Update (ASU) 2019-10, which delayed the effective date... View Article

6 Minute Read

November 3, 2020


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Our blog features CFO and CAO insights written by our team of experts. We write about a wide variety of topical financial matters including Financial Planning & Analysis, Financial Systems, and Financial Reporting & Accounting.

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Financial Project Management

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

Finance teams are often looked to for leadership of cross-functional projects. This is often the case because the ultimate project… View Article

January 13, 2021Marco Moreno

Treasury and Cash Management

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

Last year brought disruptions in almost every industry. We witnessed significant interruptions in order fulfillment and delivery systems, chaotic drops… View Article

January 7, 2021Danelle Larsen

Financial Planning and Analysis

The End of LIBOR: Are You Ready?

With all of the happenings at year‐end, thinking about how your company structures its borrowings and contracts in the coming… View Article

December 17, 2020Danelle Larsen

Financial Systems

Selecting a Telephony System for Enhanced Recovery & Collections

An effective Collections/Recoveries team is an integral part of an overall Accounts Receivable strategy. Since collecting cash is the foremost… View Article

December 15, 2020Vikram Mehta

Business Stabilization

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

When COVID-19 caused a nationwide lockdown, companies swiftly acted to safeguard their employees while attempting to maintain business continuity. Across… View Article

December 10, 20208020 Consulting

Financial Planning and Analysis

Corporate Insurance Renewals: Best Practices for 2021

Gone are the days when Corporate Insurance renewals simply replicate the existing programs with all the same carriers and only… View Article

December 8, 2020Danelle Larsen