Resources

Tools and writing for finance teams who still build the monthly pack by hand.

Start Here

Three ways to see where your reporting stands

Each one takes a few minutes and gives you something to act on.

Blog

Articles on Power BI, Microsoft Fabric, and the reporting problems underneath them. Written out of client work, not out of the Microsoft documentation.

Read the articles ›

Month-End Scorecard

Ten statements about your close. Tick the ones that are true and see how much of it is still held together by hand, with an action list for the parts that are not.

Score your close ›

Reporting Cost Calculator

Name the people who work on your monthly pack, add what they cost and how long they spend on the close. It returns what that costs you over a year.

Work out your cost ›

Rather talk it through?

Thirty minutes on a call, and you leave with a view on what to fix first.

Book a Call