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Resources

Practical guides, playbooks, and insights to help you navigate EPM, FP&A, and data challenges.

The CFO Playbook: Q4 FY25 & Q1 FY26

A practical guide for finance leaders navigating year-end close and planning season. Based on real challenges we've seen CFOs face during the busiest quarters of the finance calendar.

What's inside:

Year-end close checklist – Key tasks and timelines to keep your close on track

FY26 planning frameworks – Structured approaches to building realistic, achievable plans

Board reporting templates – Clear formats that executives actually want to see

Common pitfalls – What typically goes wrong and how to avoid it

Technology decisions – When to invest in new tools vs. improving what you have

Download CFO Playbook (PDF)

No registration required. Direct download.

CFO Playbook Cover

EPM Platform Guides

We work with multiple planning platforms and regularly help clients evaluate their options. These guides share what we've learned from real implementations.

Guides & insights

We regularly publish practical guides based on the work we do with clients. Check back for new resources as we add them.

Blog articles

Detailed case studies, technical guides, and industry insights from our client work.

Read the blog

Case studies

Real projects, real outcomes. How we've helped clients solve specific FP&A and data challenges.

View case studies

Get in touch

Have a specific question or challenge? Let's talk about how we can help.

Contact us

Need specific help?

If you're facing a particular challenge, let's talk. We'll tell you honestly whether we can help.