Fast close: A Guide to Rapid Month-end and Year-end Reporting – Toolkit (120 page PDF whitepaper + electronic templates)

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Fast close: A Guide to Rapid Month-end and Year-end Reporting – Toolkit (120 page PDF whitepaper + electronic templates)

USD $159.00 USD $119.00

Finance teams are spending far too much time on month-end and year-end reporting. If your month-end takes more than three days, your year-end drags on into the second month or the monthly management reports are too large, and not error free then this is a must access toolkit.

This unique implementation toolkit comprise my latest thinking on the subject matter. The toolkit contains 120 pages + 20 e-templates designed to help readers implement better practice methods. The  toolkit comes with electronic media, eg: formats, templates, and workshop agendas to assist in swift implementation. I have spent around US$50,000 developing and updating this toolkit. I guarantee, you will save many times the cost of the toolkit.

Please click here to look inside the toolkit (whitepaper+e-templates)

Product Description

A guide to closing the books quickly

This unique implementation toolkit is a guide to closing the books quickly and contains my latest thinking. The toolkit contains 120 pages + 20 e-templates designed to help readers implement better practice methods. The toolkit comes with electronic media, eg: formats, templates, and workshop agendas to assist in swift implementation. I have spent around US$50,000 developing and updating this toolkit. I guarantee, you will save many times the cost of the toolkit.

Please click here to look inside the toolkit (PDF whitepaper+e-templates)

This toolkit is updated at the time of purchase by David Parmenter ensuring that it contains his latest thinking. The e-templates are emailed with the paper.

Why you need this toolkit:

  • This will help you to save days of work each month end and months from your year end reporting process
  • Your reporting will be concise, error free and it will be read
  • It will make big in-roads into making your finance team into a happier and more rewarding place to work
  • It will introduce you to ‘post-it’ reengineering
  • Easy to use electronic templates (checklists, draft presentations, software solutions etc)– to give you a fast start

This toolkit will answer the following questions:

  • What is a fast close month end process?
  • What are the steps for a fast close?
  • How do you shorten a month end closing process?
  • What are the tips for a faster, and better year-end close?
  • What are the key steps for a fast close?
  • How do I sell a fast close to the auditors and management?
  • How to get a fast close without compromising the quality of the numbers?
  • How to use a soft close?

All templates in the paper + additional PowerPoint presentations

In the paper, I have many templates, checklists, workshop templates, PowerPoint slide decks, one page report formats to help the reader. These electronic versions represent over USD$30,000 of my time over the years I have developed them.

The electronic templates include:

  • Selling quick month end reporting to the executive team (PowerPoint slide deck)
  • Costing out the monthly and year end reporting process
  • Post-it re-engineering workshop agenda and timetable
  • Draft month-end rules for the finance team
  • Implementation steps for a fast close month end checklist
  • Sales pitch for a quick month-end and year-end
  • Audit process checklist
  • Overs and unders schedules
  • List of consolidation tools
  • List of inter-company software
  • List of fast close applications
  • List of collaborative software
  • The key activities of a 3 week year end
  • Checklist of implementation steps to speed up year-end
  • Draft year-end rules for the finance team

This toolkit contains following:

  • Fast reporting practices- review case studies on quick month-end and year-end reporting (day one reporting and virtual closing)
  • The lean better practices to get your next month-end completed in three working days or less
  • Best reporting practices (A3 one page, daily and weekly formats, killer presentations, clear graphics)
  • The technology you need to use (accounts payable, consolidation, reporting, disclosure management, drill down applications)
  • Quality assurance processes ( bullet proof numbers, report planning, word structure)
  • Winning agile practices (closing on the same day each month, “post-it” re-engineering, Kanban and Scrum meetings)
  • The lean better practices to get your next year-end completed in three weeks
  • Next steps and other areas to tackle

Thank you for your interest in the intellectual property I have developed. I will send you the electronic media you have purchased as soon as I have received confirmation from PayPal.