Beyond the Balance Sheet
A career professional development (CPD) video series
Pre-recorded, by ex CFOs, for accountants in industry or practice
Includes a verifiable CPD confirmation emailed to you for annual compliance requirements
Episodes 1-3: Your first month as a head of finance (CFO, Finance Director, Financial Controller)
Reporting & Metrics - Develop a functional reporting framework for data-driven business decisions
Finance and Technology - Streamline the functions you lead to maximize team efficiency and output
Bottlenecks & Business Change - Lead non-finance projects and identify quick wins
Strategic Alliances - Enable your finance team to become a trusted strategic partner across the business
Pre-Acquisition Due Diligence - Review systems, validate against budgets & assess cash flow integrity
Acquisition Go-Live - Manage transaction accounting, system integration, and establish team access protocols
Post-Acquisition Integration - Transition processes, best practices & establish finance management rhythms
Reporting and Consolidation - Implement unified month-end reporting and consolidation across the combined entity
Episodes 1-13: How to close month end in one day.
Finance Team Structure - Design and build a high-performing finance team that creates measurable value across the business
Management Team Collaboration - Establish effective communication, reporting, and accountability with HR, Marketing, Operations, and Sales
Owners, Board & Investors - Manage reporting requirements, risk communications, compliance frameworks, and strategic guidance
Operational Staff & Contractors - Deliver clear metrics, manage expenses efficiently, and build trust as a reliable finance partner
Leadership Expectations - Master time recording, deadline management, and understand the pathway from delivery to sales
Being Great to Work With - Prioritize clear communication, embrace new challenges, and build strong client and internal relationships
Fast Path to Promotion - Demonstrate the key behaviors and skills that leaders value to accelerate your career progression
Pros and Cons of Practice - Weigh variety, training, and network growth against demanding hours, complexity, and office politics
The Why - Maximize your 22 working days per month by freeing time for strategic projects and leading a high-performing team
People Management - Centralize finance team involvement and coordinate seamlessly with external and internal stakeholders
Planning & Scheduling - Establish clear schedules, timetables, handover points, and cut-offs to maintain consistent month-end timing
Tips and Tricks - Leverage technology, integrations, and automations while reviewing critical data daily to accelerate close processes
The People - Identify key team members and build strong connections across finance and leadership
The Numbers - Conduct your first comprehensive review of company finances and critical metrics
Operations & Risk - Understand the key business drivers and risks you need to comprehend early
Change Management - Determine what processes to improve immediately and what to leave alone for now
Episodes 4-10: Variety of key topics in finance and accounting
Strategic Leadership & Long-term Planning - Develop strategic roadmaps and establish robust annual budgeting cycles
System and Process Advancement - Implement scalable systems and processes that grow with your business
Finance Team Culture - Position your finance team as a strategic value-add partner across the organization
External Stakeholder Management & Growth - Support M&A activities and manage critical business expansion initiatives
Sales and Cash Flow - Master pipeline management, contract structures, and adapt delivery models to market conditions
Business Structures and Compliance - Determine when to incorporate and establish systems to stay on top of compliance
Performance Monitoring - Identify the most critical KPIs to track and monitor for small business success
Profit Distributions - Understand how and when to distribute profits effectively while maintaining healthy cash flow
Startup, Fit Outs & Employment - Plan capital requirements, conduct site inspections, and hire strategically as revenue ramps up
Inventory & Product Management - Implement inventory systems and optimize purchasing, wastage control, and stock management
Revenue & Margin Analysis - Analyze profitability by product and seating times to optimize menu pricing and margins
Accounting & Automation - Integrate POS systems, streamline ticketing and reporting, and consolidate multi-location financials
Trends in Finance Market - Navigate outsourcing to remote workers and manage distributed multi-location finance operations
Outsourcing Considerations - Address time zone differences, cultural factors, and establish robust system and process frameworks
Optimal Outsourcing Roles - Identify which functions to outsource including bookkeeping, payroll, AP/AR, and CFO services
Cost Management vs Efficiency - Balance wage variances and setup time costs against local hiring and business expertise needs
Bank, Credit Cards & Reconciliations - Manage daily requirements, automate processes, and implement fraud prevention protocols
Supplier Bills & Accounts Payable - Handle invoice frequency, accruals management, and optimize payment timing and processes
Client Invoices & Accounts Receivable - Determine invoice timing, implement reminders and statements, and streamline payment methods
Payroll Management - Navigate frequency, timesheets, approvals, and ensure compliance with tax and pension requirements
System Scoping & Selection - Define requirements clearly prioritize business-critical features, involve stakeholders early, and test solutions
Implementation & Planning - Assign a project lead, map milestones, build buffer time, and protect internal team capacity
Data Migration & Testing - Cleanse structures, reconcile balances, confirm financials in writing, and resolve mismatches fast
Training & Issue - Support end-users with directions, plan hypercare early, and troubleshoot bottlenecks with defined ownership
System Selection & Reasons for Change - Identify triggers for change, match system capability to business complexity, and evaluate integration needs
Processes & Parallel Pay Runs - Review current workflows before implementation, decide what to keep or redesign, and run dual systems side by side
Testing & Error Reduction - Validate every pay scenario, check award interpretation and leave balances, and build approval controls into the new system
Cash Management - Master cash flow forecasting and implement systems to optimize liquidity and working capital
Debt Strategy - Understand when and how to utilize debt effectively while managing critical lender relationships
Equity Structures - Navigate ownership structures, share types, and capital raising from private equity to public markets
Financial Planning - Build comprehensive frameworks that balance cash, debt, and equity for sustainable business growth
Fast Month-End Close - Implement continuous improvement strategies, streamline reporting cycles, and balance granularity with clear commentary
Self-Serve Dashboards - Build automated dashboards for sales, AR, expenses, and AP with daily updates and trend analysis
Delivered Reports - Create comprehensive P&L, balance sheet, cash flow forecasts, and headcount reports with revenue analysis
Presentation & Delivery - Master visualizations, graphs, and financial statements that communicate complex data with simplicity and impact
Episodes 14+ System Integrations, Software & Business Exits
Business Exit Readiness - Understand exit motivations, prepare clean financials, improve forecasting, and build confidence with potential buyers
Finance Team Responsibilities - Strengthen reporting processes, support due diligence, improve visibility, and help guide acquisition discussions
Deal Preparation & Due Diligence - Organize management reporting, validate recurring revenue, manage workloads, and prepare for buyer scrutiny
Post-Sale Integration & Growth - Support transition planning, manage integration challenges, maintain compliance, and adapt to new reporting expectations
Finance Structures & Reporting - Design scalable chart of accounts, simplify dimensions, align reporting needs, and improve management visibility
Data Migration & Reconciliation - Cleanse historical data, reconcile balances carefully, validate opening positions, and reduce migration complexity
Integrations & Automation - Connect bank feeds, payroll, billing, and tax systems early while testing integrations and approval workflows thoroughly
Expense Management & Controls - Implement virtual cards, automate approvals, strengthen spending controls, and improve visibility across business expenses
Watch Anytime
Watch anytime, anywhere. No scheduling needed.
CPD Certificate
Verifiable certificate for your CPD diary.
One-Off Purchase
No subscriptions. Pay per episode. Yours to keep.
