Free downloads

The Finance Field Guides

Two guides to the finance function behind an EOS company, one written for the Implementer in the room, one for the person inside the company who owns the numbers. Free to use and share.

For Implementers

The Implementer's Finance Field Guide

Recognize a finance problem from the facilitator's chair, name it in language the room accepts, and route it, without becoming the accountant.

Finance problems arrive wearing other labels
The six links, and the one that runs in parallel
Four levels of capability, matched to company scale
Five questions to ask before the session, not during it
Naming it without owning it, and when to hand it off
“We can’t afford a controller”, the objection you’ll hear most
A worked example, start to finish
Your private read on where the constraint sits

Download the Implementer guide

Ten pages. Free to use and share with clients.

For the finance seat

the Averan EOS finance library Operating Guide

For the person inside the company who owns the numbers, what the seat is accountable for, in what order to build it, and how to know it's working.

What the seat owns, and what it does not
Whether the basis fits the business, before anything else
The close standard, scaled to the complexity you carry
Measurables they'll believe, and the working capital nobody watches
The forward cash view, and why a bank balance isn't one
What you don't control, and how to escalate it
The year, not just the month, the calendar behind the close
Your first ninety days, and a self-check for the seat

Download the Finance Seat guide

Eleven pages. Hand it to whoever holds the seat.

Get new resources as we publish them

Both guides are above, no email required. If you'd like the occasional new resource (no more than once a month, unsubscribe anytime) leave your address.

Where this leaves your own numbers

If the close lands late, the Scorecard is an estimate, or nobody owns the numbers between L10s, that is the gap the finance seat fills. Start with the readiness check, or talk it through with us.

Book a consult →

Next in the library

These pages are meant to be read in order, and each one assumes the one before it.

Finance for EOSwhy the finance seat is the one seat with no agreed standard
What the finance seat isthe seat, and what it owns
Who owns finance in an EOS companyvisionary, integrator, or somebody else

Start anywhere

The EOS finance libraryeverything here, in order
The toolsdiagnostics and checklists that run in the browser
The glossarythe finance words, in plain English

Outside the EOS frame

Controller servicessomeone who owns the close and the reporting
Bookkeeper, controller or CFOthe decision guide, by symptom and revenue

If you want this done for you

What happens next

The close, the Scorecard and the cash forecast all need somebody accountable for them between L10s. That is what the finance seat is, and it is what we do.

The call, twenty minutesYou describe the business and where the numbers are letting you down. We tell you honestly whether we can help, and what we would start with. No pitch deck.
We look at the fileYou give us read access to the books as they are. We come back with what is wrong, what it will take to fix, and whether the answer is bookkeeping, controller work, or something else.
A written scope and a priceWhat we do each month, what you get, the date it lands, and the fee. Agreed before anything starts, and it does not move without you agreeing it.
Transition, then the first closeAccess, systems, and the opening balances. The first close lands on the date in the scope, and every one after it does too.

Start with the call →How an engagement runs

Averan is not a CPA firm and does not file taxes. Your CPA keeps that, and we keep the books they file from.