The Close Integrity Scorecard
A free, ten-minute self-assessment. Answer questions about how your close actually runs, and get a score across rules, detection, anchoring, and extraction that shows where you are most exposed. No financial data uploaded.
- Questions about your process, never your numbers
- A score for each part of the integrity layer
- The first fix to make for each gap
- Your results on screen instantly, with a copy by email
The Scorecard shows you where to look. The Systems Diagnostic shows you why, and what to build: I review your actual systems, data, and close, and deliver a written design.
Prompt Library
Accounting prompts for the close, reconciliations, and technical memos. Every accounting prompt is reviewed by a CPA before it publishes.
Browse the libraryThe Rulebook
A Power BI model built around a master rulebook. The corrections you make by hand in Excel become rules that run on every refresh. From chaos to clarity, starting with the data you already have.
Need it built into your environment instead?
Products show the method. An engagement builds it around your data, your rules, and your team.