Guides

Playbooks for a senior-grade finance function.

Practical, step-by-step guides on the workflows that define a well-run finance function.

The 5-day close playbook

A day-by-day plan to land month-end on business day five — checklists, owners, and the reviewer rituals that make it stick.

IFRS vs US GAAP — practical differences

Where the two frameworks diverge in revenue, leases, financial instruments and impairment — and how to bridge them in group reporting.

Audit-ready year-end

PBC schedules that auditors actually want — formats, supporting evidence, and the workpaper structure that minimises follow-up.

ERP migration without drama

From Sage Intacct go-live to QuickBooks or NetSuite cutover — data mapping, parallel runs, and the controls to validate every balance.

Fractional CFO vs full-time hire

How to decide between a fractional CFO and a full-time hire — the work involved, the cost lines, and the inflection points.

Board pack that drives decisions

What to include, what to leave out, and the variance-commentary patterns that turn numbers into a conversation.

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