Finance resources for the EOS community.
Plain-English writing on the finance function behind an EOS company — for practitioners and leaders alike. No sales pitch, no jargon for its own sake.
Locate your finance function
What is the finance seat?
The single accountable owner of the financial function — what it owns and who fills it.
Read →Finance for EOS
Books → Close → Scorecard → Cash → Insight → Decisions.
Read →The Finance Seat Maturity Model
Four levels of financial capability — find where you are.
Read →Bookkeeper vs controller vs CFO
Three roles, three jobs — which you need next.
Read →Common questions, answered
When to call finance
The exact moments finance is the real problem — and what to do.
Read →The EOS Controller
Who makes your numbers trustworthy, and when you need one.
Read →When does an EOS company need a CFO?
The signs you need a CFO vs a controller first.
Read →Who owns finance in EOS?
Finance as a seat on the Accountability Chart.
Read →How to build a finance function
The sequence that works, step by step.
Read →EOS financial reporting
Tying the numbers to your Rocks and V/TO.
Read →How the finance function works
Why finance limits traction
The finance problems that cap EOS companies.
Read →Why your EOS Scorecard drifts
What the finance seat should bring every week to stop Q1 drift.
Read →Making the Data component real
Turning the Data component into trustworthy numbers.
Read →What a good month-end close looks like
What a real close involves, and how to tell if yours falls short.
Read →Which financial metrics belong on your Scorecard
The weekly financial measurables worth tracking.
Read →A 13-week cash forecast for L10
Bring a real, forward-looking cash number to your meeting.
Read →Spotting finance problems in sessions
A field guide for implementers.
Read →Practical decisions
The Finance Seat is an independent resource, not a vendor site. Read who publishes it and why.