Capital Investment Analysis and Request Form

One of our core duties as stewards of corporate resources is deciding how to deploy our company’s capital. Building and maintaining an asset portfolio and corresponding financing package that aligns with the ongoing mission of the company takes thoughtful preparation and analysis. Developing the standards, processes and tools that support long term, strategic decision making is an important step in achieving this rigor.

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Financial Close Assessment

We really like this 10 question, simple survey used to calibrate where your financial closing process sits in the evolutionary value chain of financial processes. More importantly, we believe you will agree. This short Financial Close Assessment identifies how well your close is delivering value to your business. It will also provide you a roadmap to improving your close.

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General Ledger Analysis Tool

This tool has been developed to help you determine your General Ledger structure, summarize the complexity of detail required for major accounts and where streamlining efforts may have the highest returns – providing a big boost to closing quicker with better account analysis.

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