Resource Library

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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.

Financial Forecasting Process Guide

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

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.

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.

Financial Process Automation Checklist

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

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!

Sell-Side Due Diligence Decision Tree

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

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.

Selecting Revenue Management Software Whitepaper

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

CEO Advice

When Not to Hire

“Hire in haste, repent at leisure”, or “be slow to hire and quick to fire”: this wisdom on hiring is... View Article

3 Minute Read

February 22, 2016

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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 Planning and Analysis

Planning Model Flexibility: Building Better Original Plans

In a past client engagement, I was brought on to help with an Excel planning model. When working on projects… View Article

December 3, 2020Jeff Woodall

Interim Financial Management

Prepping for a Successful Series A Funding Round

If you are the CEO or CFO of a start-up company that has successfully taken a business concept and built… View Article

December 1, 2020Danelle Larsen

Business Stabilization

Be Prepared: Business Continuity Planning

Business continuity planning involves identifying essential & non-essential parts of your business to help you navigate business disruption.

November 19, 2020Kendra Shipley

Manufacturing Operations Finance

Inside Preparing a Manufacturing Company for a Transaction

Just like in other industries, preparing for a manufacturing transaction is challenging. Setting up a company for a transaction can… View Article

November 17, 2020Prashant Bansal

Financial Planning and Analysis

Time for a Refresh: Ways to Improve Financial Reporting

Even the most well-conceived financial reporting packages tend not to age well, which leads many companies to look for easy… View Article

November 12, 2020Mitch Browne

Financial Reporting and Accounting

Best Practices for Streamlining Complex Allocation Methods

I had the opportunity to support an investment management client by aiding them in rethinking their complex allocation processes. They had… View Article

November 10, 2020Jaime Raisch