Guides
The spreadsheets a company runs on, explained
What each one should contain, where its numbers come from, and how to tell whether the one you have is any good. Written by the people who build them, in the order we would check them.
- 01 · 8 MIN
How to check a financial model you didn't build
Ten checks, in the order that catches the most for the least effort: recalculate, find the hardcodes, trace the headline number, then break the model on purpose and see whether its own checks notice.
Read the guide → - 02 · 7 MIN
Outsourced financial modeling: what you get, what it costs, how to judge it
What an outsourced financial modeling service should hand you, what it costs next to a hire or a freelancer, what to send so the first build is right, and how to tell whether the finished model is any good.
Read the guide → - 03 · 8 MIN
The three-statement model: what a good one contains and how to check it
The anatomy of a three-statement model, the links that make it balance, the one trap that lets a broken model pass its own balance check, and the tie-outs that catch it.
Read the guide → - 04 · 7 MIN
What a monthly reporting pack should contain
The pages a management reporting pack needs, how to build budget vs. actual so people read it, the inputs it should run on, and the checks that keep month twelve as trustworthy as month one.
Read the guide → - 05 · 7 MIN
A 13-week cash flow forecast that ties out
How to lay out a rolling 13-week cash flow forecast, where each line's numbers come from, how to roll it every week without losing the history, and the four checks that keep it honest.
Read the guide → - 06 · 6 MIN
Fractional CFO, freelancer, template, or a subscription: which one you need
An honest comparison of the ways to get finance work done without a finance team, including where each one wins, what it costs, and the situations where a subscription like ours is the wrong answer.
Read the guide →
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