Outcomes
Three outcomes Finance can build toward.
Each outcome has its own page with what Finance should be able to demonstrate and how to get support. Improve Finance Operations is where every company starts.
Improve Finance Operations
Give every reconciliation an owner and every close step a calendar. Every company starts here, and the other two outcomes build on it.
See Improve Finance OperationsPrepare for an Exit
Keep contracts, billing records and reviews in one place. A buyer, a merger partner or an investor can ask for clean records at any time, so Finance stays ready.
See Prepare for an ExitPrepare for an IPO
Write the key controls, name an owner for each and keep dated proof of every run. A listing may ask to see that record, and habits like these take time to build.
See Prepare for an IPO