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Good financial decisions start with good information.
These tools are built from 21 years of hands-on CFO experience — practical resources you can use right now, whether you’re preparing for an audit, cleaning up your books, or trying to understand where your business really stands.
Audit Readiness Checklist
Is Your Business Ready for an Audit?
Most businesses aren’t — and they find out the hard way. This free checklist walks you through everything you need to have in place before an auditor walks in the door.
Whether you're preparing for your very first audit or cleaning up ahead of your annual engagement, the single most important thing you can do is prepare your documentation as if a complete stranger will be reviewing it — because they will.
This checklist covers:
• Financial statement preparation — balance sheet, income statement, and supporting schedules
• Internal controls documentation — authorization, approval, and close processes
• Reconciliations — what they need to contain and how they should be organized
• Related party transactions — the area auditors scrutinize most closely
• Equity and capital structure — ownership records, distributions, and contributions
• Disclosure preparation — footnotes, subsequent events, and contingencies
• Auditor communication — how to work with your audit team so the process stays on track and on budget
Each section includes pro tips from 21 years of working alongside auditors at companies ranging from small private businesses to large publicly traded companies.
Monthly Close Checklist
Is Your Monthly Close Costing You Time and Money?
Most businesses rush through the close and miss things — then spend weeks cleaning up. This free checklist walks you through every step to close your books accurately and on time, every month.
Whether you're closing for the first time or looking to tighten up a process that's grown messy over the years, a clean monthly close is the foundation of every good financial decision you make.
This checklist covers:
- Account reconciliations — cash, credit cards, loans, and balance sheet accounts
- Journal entries — accruals, prepaid expenses, depreciation, and adjusting entries
- Revenue and expense review — catching miscodings and missing transactions
- Financial statement preparation — income statement, balance sheet, and cash flow
- Month-over-month variance analysis — identifying what changed and why
- 12-month rolling review — balance sheet and income statement line by line
- Close documentation — maintaining an audit trail for every adjustment
Each section includes practical guidance from 21 years of working inside companies ranging from small private businesses to large publicly traded companies.
Coming Soon
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