Electronic versions of all the templates & checklists from “The Financial Controller and CFO’s Toolkit”

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Electronic versions of all the templates & checklists from “The Financial Controller and CFO’s Toolkit”

USD $99.00 USD $49.00

In the book and the accompanying PDF toolkit, I have many templates, checklists, guidelines, PowerPoint sale pitches, one page reporting formats to help the finance team implement change rapidly. Readers will find it cost beneficial to purchase the electronic versions, thus avoiding a time consuming formatting exercise. As I only make USD$1.50 per book, I need to sell the electronic versions as they represent over USD$30,000 of my time over the years I have developed them.

The report formats are provided on the basis that I hold no liability for the accuracy of the spreadsheets or how you use them.

Product Description

All templates in the book + additional PowerPoint presentations

Finance team leaders can purchase the electronic version of the book templates plus useful PowerPoint presentations from here.

The Word + Excel templates include:

  • Draft letters and memos
  • Rules for a bulletproof presentation
  • A PowerPoint presentation checklist
  • A finance team user satisfaction questionnaire template
  • An over’s and under’s schedule and template
  • Month-end reporting rules for the finance team
  • A one page month-end flash report for the CEO
  • Lists of technology software providers
  • Over 20 finance team reporting templates
  • One page month-end report to the CEO
  • One page board dashboard
  • One page investment proposal
  • Weekly list of overdue projects
  • One page annual plan for a business unit
  • Sales forecasting template
  • Travel and accommodation calculator template
  • Re-engineering month-end workshop agenda
  • Month-end cost template
  • Annual planning cost template
  • Year-end accounts cost template
  • Value stream accounting templates
  • Rolling forecasting timetable
  • Annual planning timetable
  • Rolling forecast one page report
  • KPI report templates
  • Cost of downsizing template
  • 14 great interview questions
  • A list of common operational success factors
  • KPI team leader job description

Finance Team checklist

  • Planning tool selection and implementation schedule
  • Month-end reporting checklist
  • Implementing technologies checklist
  • Implementing a new general ledger checklist
  • Reduce accounts payable checklist
  • Lean reporting checklist
  • Lean board reporting checklist
  • Annual planning checklist
  • Planning focus group agenda
  • Annual planning workshop agenda
  • Re-engineering instructions for annual planning
  • Re-engineering instructions for year-end
  • Invitation to post it re-engineering session
  • Working smarter checklist
  • Agenda for a finance team off-site meeting
  • 15 week program to lock in good leadership habits
  • Year-end reporting for the finance team
  • Year-end accounting checklist
  • Agenda for a quick year-end workshop
  • Accounts receivable checklist
  • Evaluation project team member’s checklist
  • Implementing quarterly rolling forecasting checklist
  • Performing a quarterly rolling forecasting checklist
  • Planning tool supplier evaluation checklist
  • Implementing KPIs checklist
  • Developing winning KPIs checklist
  • Performance pay scheme checklist
  • Takeover or merger scorecard
  • Reorganization checklist

The PowerPoint templates

  • A strategy PowerPoint slide deck
  • Selling KPIs in your organisation
  • Selling quick month-end reporting
  • Selling a quick annual planning process
  • Selling the change from annual planning to rolling planning forecasting

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.