Resource Library
Dive into our library of resources from cohort client Case Studies to expert How-To Guides, to enlightening White Papers, and more. Level up your industry knowledge with our built-for-you content selection.
Access Resources: Case Studies Checklists Guides Infographics Videos Whitepapers
Case Studies
Case Study: Streamlining ERP Selection & Implementation for a Multi-Entity Organization
8020 Consulting implemented NetSuite for a multi-entity organization, streamlining operations and reducing the chart of accounts by 80%.
Case Study: Post-Acquisition Financial Transformation for a Manufacturer
After a private equity acquisition, a flexible circuit board manufacturer partnered with 8020 to streamline operations and exceed financial targets.
Case Study: Navigating an Auto Industry Startup’s First Audit
Facing their first audit, an auto leasing startup needed expert help to tackle complex accounting issues like EV leases and equity compensation.
From Acquisition to Acceleration: Transforming Finance in a CPG Food Company
A newly acquired CPG food company faced reporting and insight challenges, hindering growth potential.
Boosting an Aerospace and Defense Financial Model for Investment Readiness
Discover How We Transformed an Aerospace and Defense Financial Model for Investment Readiness
Navigating Post-Acquisition Risks and Challenges: A PE-Backed Company’s Transformation Journey
Explore a video equipment rental company's success story post-Private Equity acquisition – from challenges to growth, discover our transformative approach in action.
Strategic Finance Restructuring: Building Transparency and Results
This case study illustrates a finance restructuring success, emphasizing clear roles, monthly reporting, and proactive measures, resulting in improved transparency, optimized cash flow, and significant expense reduction post-divestiture upheaval.
Case Study: Unlocking Success in Ad Tech with Expert ERP Implementation Consultants
8020 Consulting's expert ERP implementation consultants drive strategic change, unlock efficiency, and ensure ASC 842 compliance, leading to long-term success for an Ad Tech company.
Streamlining Operations: A Planful Success Story in Manufacturing and Engineering
Discover how 8020 Consulting transformed a $200 million manufacturing client's financial reporting with Planful, delivering accurate reports in just two months.
Transforming Financial Planning in Food and Beverage: A Growth Case Study
Transforming financial planning for a food industry leader.
Checklists
The Definitive Checklist for CFOs Starting a New Role
Navigate your first 90 days as a new CFO with confidence using this comprehensive checklist designed to set you up for success in understanding financials, processes, relationships, and strategy.
Our detailed checklist offers a clear process for reviewing new and existing leases to meet the ASC 842 Lease Accounting standard.
What to Expect in Your 13-Week Cash Flow
This checklist details attributes of best-in-class 13-week cash flow forecasts to help operating executives gauge the quality of their own forecasts.
Automated Budget & Forecasting Tip Sheet
Get simple tips and strategy for automating budgeting and forecasting and system selection in our two-page checklist.
Sales Compensation Plan Design Tip Sheet
Learn our five best practices to creating effective sales compensation plan models that balance present realities and future goals.
Guides
ERP Implementation Stages & Phases Guide
Our guide to ERP Implementation Stages and Phases offers insight into the broad shape and progression of implementation projects. Get the guide to learn more about the Who, What and When of the stages and phases of these complex projects.
Post-Acquisition Finance Transformation Ebook
Our free ebook offers a memorable, staged framework for navigating the complex post-acquisition finance transformation process, as well as key considerations and items for each stage.
CAPEX Business Case Memo Example
Get our sample capital expenditure report to learn how to put together your own documents. It offers key sections to include in your reports, as well as a focus on brevity, without compromising on comprehensiveness in answering the main lines of inquiry.
Accounting Process Improvement Strategies Guide
Get our comprehensive guide to using the ESOAR methodology to improve accounting processes within your organization. This guide also includes a detailed example of an accounting department improving its Provision for Sales Returns process.
Accounting Department Health Check
Dive into 12 core disciplines of high-functioning accounting departments, with additional context related to behaviors, processes and optimization.
Operational Finance in Entertainment eBook
Learn about financial reporting & analysis solutions that can bridge the implementation time gap and keep pace with business demands.
Financial Forecasting Process Guide
Get this guide to learn financial forecasting process best practices and dive into the three core elements that drive accuracy.
Operational Review Process Guide
Get our 5-step action plan for building a successful operational review process and program to maintain traction on enterprise initiatives.
Infographics
Financial Reporting Improvement Process Infographic
A formal project centered on revisiting and refreshing financial reporting can result in better insights and decreased turnaround times. We’ve created this process map and included key considerations to support your improvement process.
Cross-Functional Project Management Infographic
Our helpful infographic offers a four success factors for any cross-functional project.
Cost Optimization Strategy Infographic
Learn best practices for reassessing cost structures and optimizing them to drive productivity across your business.
Price Optimization Strategy Infographic
This useful resource offers key considerations to keep in mind when exploring price changes, as well as a process for implementation of those changes.
Sell-Side Due Diligence Decision Tree
This flow chart offers a process for fielding sell-side due diligence requests from potential investors, supports decision making and provides related best practices.
Post-Acquisition Integration Team Infographic
This infographic offers insights into post-acquisition finance integration team structure and gives advice for managing successful projects!
Improve Month-End Close Infographic
Learn 5 things you can do to speed up month-end-close, prepare timely financials and give management more time to make business decisions.
Videos
ERP System Implementation Project Management [Video Q&A]
Watch to learn why common resourcing approaches often set companies up for failure, so you can start your implementation on the right foot.
NetSuite Features & Capabilities Q&A [Video]
In his five plus years with the company, Julian has worked on four different engagements. All of them were various phases of NetSuite.
Cash Flow Management & Forecasting Q&A [Video]
What might be wrong or deficient with the way that we’re doing cash flow forecasting and reporting today, versus what might be going on in the environment, and what I should be doing?
Whitepapers
Real Estate and Construction Finance Whitepaper
Our whitepaper offers insights on diagnosing common finance and accounting pain points in real estate and construction businesses. Learn about software solutions, read case studies and discover signs you might need external support.
Opening an Office in Another Country Whitepaper
Learn core considerations for opening an office in another country based on our experiences helping an entertainment company open an international sales office.
Subscription-Based Financial Modeling Whitepaper
Learn best practices for building a subscription-based financial model that informs your decision-making and drives accurate forecasts.
Selecting Revenue Management Software for ASC 606 Whitepaper
If you’ve been tasked with finding a new revenue management software to handle ASC 606 compliance, you might be spinning your wheels just getting started. This guide can help.
Financial Reporting & Analysis Whitepaper
Learn about financial reporting & analysis solutions that can bridge the implementation time gap and keep pace with business demands.
