Prior weekly notes have focused on implementing key components of The Financial Operating System. This week we review ch …

This chapter focuses on the Technology Stack, which forms one of the three critical components of the Finance Stack, alo …

One of the most important pieces of the Process leg of the Finance Stack is the monthly close process. This week we focu …

A key part of an effective Finance Stack is the chart of accounts. This week we review Chapter 13, which focuses on the …

This week we focus on the “People” aspect of the Finance Stack, providing clarity on roles and responsibilit …

Now that you have set financial metrics and started using scorecards, it’s time to focus on upgrading accounting o …

Prior notes have mentioned using metrics scorecards. This weekly note summarizes Chapter 9 and provides examples of week …

Benchmarking is the practice of comparing business performance against industry peers. It provides insights into strengt …

In previous weeks we have focused mostly on income statement profit margin metrics. This week we focus on a different ki …