Guides
Step-by-step guides.
Detailed walkthroughs for financial management, funding, compliance and business operations, each with a template you can download.
Banking & Credit
How to prepare your business for a bank loan (CMA guide)
A step-by-step guide to preparing CMA data, projections and documents for a working-capital limit or term loan.
Read 12 min read
Cash Flow & Working Capital
How to build a 13-week cash flow forecast
A practical method for a weekly rolling cash forecast you can maintain in an hour a week.
Read 10 min read
Accounting & Bookkeeping
Month-end financial closing checklist for small businesses
A 20-point checklist to close your books every month in five working days.
Read 8 min read
Offshore & Global Delivery
Offshore accounting from India: how it works
How accounting firms abroad work with an offshore team in India: engagement models, access and security, review, time zones, tax season and what stays with your firm.
Read 9 min read
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