Downloadable Resources

Downloadable Resources

Month‑End Close Checklist

Roles, inputs, dependencies, and sign‑offs.

AR Collections Playbook

Email/call cadences, dispute codes, and escalation tree.

AP Vendor Onboarding Pack

W‑9/W‑8, banking, compliance, and master data fields.

KPI Dictionary

Finance + RevOps KPIs with definitions and owners.

Board Pack Template

Metrics, variance reads, and decisions required.

RPO Interview Scorecard

Role‑specific rubrics for structured hiring.