AI governanceNote 01
The four questions your auditor will ask about AI — and how to have the answers already
Auditors are not against automation; they are against unexplainable numbers. Here is the documentation set that turns an AI-assisted close from a finding into a footnote.
Drafted
ReportingNote 02
Board packs that survive the second question
Most packs answer what happened. The credibility comes from the next layer: why, what it means for the plan, and what you are doing about it — in three pages, not thirty.
Drafted
FundraisingNote 03
What breaks in diligence, in order of frequency
Revenue recognition, cap table hygiene, contract terms nobody read since signature. A ranked list, from processes we have had to repair under time pressure.
Drafted
OperatingNote 04
The 13-week cash forecast, and when to start keeping one
The single most useful artefact in a tight quarter. What goes in it, who maintains it, and the warning signs that it should already exist.
In progress
HiringNote 05
Fractional, interim, or full-time: an honest decision tree
Including the cases where the right answer is to hire someone permanently and stop paying a firm like ours.
In progress