For Implementers
The Implementer's Finance Field Guide
Recognize a finance problem from the facilitator's chair, name it in language the room accepts, and route it, without becoming the accountant.
- Finance problems arrive wearing other labels
- The six links, and the one that runs in parallel
- Four levels of capability, matched to company scale
- Five questions to ask before the session, not during it
- Naming it without owning it, and when to hand it off
- “We can’t afford a controller” — the objection you’ll hear most
- A worked example, start to finish
- Your private read on where the constraint sits
Download the Implementer guide
Ten pages. Free to use and share with clients.
For the finance seat
The Finance Seat Operating Guide
For the person inside the company who owns the numbers — what the seat is accountable for, in what order to build it, and how to know it's working.
- What the seat owns, and what it does not
- Whether the basis fits the business, before anything else
- The close standard, scaled to the complexity you carry
- Measurables they'll believe, and the working capital nobody watches
- The forward cash view, and why a bank balance isn't one
- What you don't control, and how to escalate it
- The year, not just the month — the calendar behind the close
- Your first ninety days, and a self-check for the seat
Download the Finance Seat guide
Eleven pages. Hand it to whoever holds the seat.