Resources
Practical material drawn from the work itself
Checklists, templates and guides built from the questions clients ask most often during scoping, diligence and month-end close. Request access and we will send them as they are released.
What this library is for
These documents are in preparation. Each is being written out of live engagement work rather than adapted from a generic template, and we would rather publish eight useful documents late than eight thin ones now. Request early access to any of them and we will send it to you as it is released.
The same questions recur across engagements. What does an investor actually look for in a data room. Which reconciliations must close before a valuation can be relied on. How long a monthly close should take at a given transaction volume. What a receivables follow-up cadence should look like before it justifies escalation. These are answerable questions, and the answers travel well between companies.
The resources listed below are being produced from that material. Each maps to one or more of our thirteen services and is written to be used by a finance lead, founder or controller without our involvement. They are working documents rather than marketing collateral: checklists you can run against your own close, templates you can populate with your own data, and guides that state the standard being applied.
How to get them
These resources are in preparation and are not yet available for immediate download. Request access against any item and we will send it when it is released, along with a short note on what changed if we revise it. Requesting one item does not subscribe you to everything; you will receive what you asked for.
If you need something urgently that is not on this list, or a version of one of these adapted to your sector or reporting framework, ask during a scoping conversation. Much of this material exists in engagement form already and can often be shared in a usable state.
A note on applicability
These materials describe general practice and reference Indian requirements such as the Companies Act 2013, Indian Accounting Standards and GST, with IFRS or US GAAP equivalents flagged where relevant. They are not a substitute for advice on your specific facts, and they do not constitute an audit, valuation or tax opinion. Where a resource touches a matter requiring a licensed professional, it says so.
Month-End Close Checklist for Growing Companies
A sequenced close checklist covering cut-off, accruals, reconciliations, intercompany elimination and review sign-off, with suggested owners and day-by-day timing. Sized for companies closing between five and fifteen working days.
Board Reporting Pack Template for Virtual CFO Engagements
The structure of a monthly board pack: performance against plan, cash and runway, working capital movement, KPI definitions and a commentary framework. Includes guidance on what to leave out of a board pack and why.
Data Room Readiness Guide for Fundraising and Sale
What investors and acquirers request, in the order they request it, across financial, tax, legal, commercial and HR folders. Includes the documents most often missing at the point diligence begins and how long each typically takes to assemble.
Quality of Earnings Adjustment Checklist
The normalisation adjustments most frequently identified in diligence: related-party charges, one-off gains, capitalisation policy, provisioning practice and owner compensation. Written for both sellers preparing and buyers testing.
Business Valuation Input Pack
The information a valuation analyst needs before starting: historical financials, forecast basis, cap table and preference terms, related-party arrangements and comparable set criteria. Reduces the back-and-forth that usually delays a valuation by weeks.
Working Capital and Cash Conversion Calculator
A model for calculating the cash conversion cycle from receivables, payables and inventory data, with sensitivity to collection and payment terms. Shows the funding effect of a change in days sales outstanding before you negotiate it.
Receivables Follow-Up and Escalation Framework
A cadence for invoice follow-up from issue date through to escalation, with suggested contact points, dispute handling steps and criteria for provisioning. Includes variants for marketplace, insurance and B2B contract receivables.
Finance Systems and Automation Assessment Whitepaper
How to evaluate a cloud accounting stack against transaction volume, reporting obligations and control requirements rather than feature lists. Covers sequencing of implementation so that the monthly close continues running through the change.
Discuss your requirement with our advisory team
Tell us what you are trying to decide. We will tell you what the engagement would involve, what it would cost, and how long it would take.