Quick links related to this book

The book cover

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Download the chapter on leading and selling change. Buy from Amazon

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A look inside the book

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Testimonials on The Financial Controllers and CFO’s Toolkit 3rd edition

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Download the chapter on recruiting.

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Download the chapter on rapid month-end reporting 

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Download the chapter 16 on quarterly rolling forecasting 

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A sample of E-templates  available for purchase

Chapter 1 Assess How Future Ready Your Finance Team is

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Exh 3.7 Flash Report to CEO at End of Day One v2

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Chapter 3 Draft set of Month-End Rules for the Finance Team

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Exh 7.3 Reporting A Consolidated Profit and  Loss

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Chapter 3 Month-End Reporting Checklist

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Chapter 3 Template for Costing the Month-End Processes

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Chapter 8 Cost of Preparing Board Papers

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The 100-page PDF toolkit for book owners

This book comes with:

Access the 100-page PDFTOOLKIT

A simple guide to transform your finance team

1. The Financial Controller and CFO’s Toolkit (2016) is now available.  It is the updated version of Pareto’s 80/20 Rule for Corporate Accountants (2007)  and Winning CFOs  (2011).

The book is designed for senior financial managers who want to radically modernise their departments, make higher-value contributions to the organisation, and develop a reputation as an innovative leader of efficiency. This book is targeted at finance teams from small to multi-national organisations and is designed to walk you through seamless implementations.

2. This book provides over 100 lean practice solutions from lean finance teams including:

  1. The key steps to selling and leading change effectively
  2. Rapid month-end results—inside three working days
  3. Templates for lean one-page reports (daily, weekly, and monthly examples)
  4. Agile methodologies for instant improved teamwork (Scrum, Kanban, Post-it Re-engineering, Kaizen)
  5. Ways to reduce accounts payable volume by 60%
  6. The seven 21st century technologies that will radically improve the finance team’s productivity
  7. Rapid annual accounts and annual plans
  8. Implementing quarterly rolling forecasting
  9. Getting your KPIs to work
  10. How to attract and recruit talent
  11. Practical insights from the paradigm shifters (Peter Drucker, Jim Collins, Jack Welch, John Kotter, Jeremy Hope)

3. E-templates of nearly all the book exhibits + additional PowerPoint presentations

Finance team leaders can purchase the electronic version of the book templates plus useful PowerPoint presentations from here.

4. The Word + Excel E-templates include:

  1. Draft letters and memos
  2. Rules for a bulletproof presentation
  3. A PowerPoint presentation checklist
  4. A finance team user satisfaction questionnaire template
  5. An over’s and under’s schedule and template
  6. Month-end reporting rules for the finance team
  7. A one page month-end flash report for the CEO
  8. Lists of technology software providers
  9. Over 20 finance team reporting templates
  10. One page month-end report to the CEO
  11. One page board dashboard
  12. One page investment proposal
  13. Weekly list of overdue projects
  14. One page annual plan for a business unit
  15. Sales forecasting template
  16. Travel and accommodation calculator template
  17. Re-engineering month-end workshop agenda
  18. Month-end cost template
  19. Annual planning cost template
  20. Year-end accounts cost template
  21. Value stream accounting templates
  22. Rolling forecasting timetable
  23. Annual planning timetable
  24. Rolling forecast one page report
  25. KPI report templates
  26. Cost of downsizing template
  27. 14 great interview questions
  28. A list of common operational success factors
  29. KPI team leader job description

5. Finance Team E-checklists

  1. Planning tool selection and implementation schedule
  2. Month-end reporting checklist
  3. Implementing technologies checklist
  4. Implementing a new general ledger checklist
  5. Reduce accounts payable checklist
  6. Lean reporting checklist
  7. Lean board reporting checklist
  8. Annual planning checklist
  9. Planning focus group agenda
  10. Annual planning workshop agenda
  11. Re-engineering instructions for annual planning
  12. Re-engineering instructions for year-end
  13. Invitation to post it re-engineering session
  14. Working smarter checklist
  15. Agenda for a finance team off-site meeting
  16. 15 week program to lock in good leadership habits
  17. Year-end reporting for the finance team
  18. Year-end accounting checklist
  19. Agenda for a quick year-end workshop
  20. Accounts receivable checklist
  21. Evaluation project team member’s checklist
  22. Implementing quarterly rolling forecasting checklist
  23. Performing a quarterly rolling forecasting checklist
  24. Planning tool supplier evaluation checklist
  25. Implementing KPIs checklist
  26. Developing winning KPIs checklist
  27. Performance pay scheme checklist
  28. Takeover or merger scorecard
  29. Reorganization checklist

6. The PowerPoint E-templates

  1. A strategy PowerPoint slide deck
  2. Selling KPIs in your organisation
  3. Selling quick month-end reporting
  4. Selling a quick annual planning process
  5. Selling the change from annual planning to rolling planning forecasting

Dear David,

“I bought this book in an attempt to learn more about lean practices and various finance frameworks and I was not disappointed.  This is by far one of the best books on the subject on Amazon. Every concept is explained with examples so that you can directly apply it to your organizations.
Additionally, the concepts in the book are not super basic like in some others. There is a good combination of concepts levels. I recommend whether you are new to the Finance industry or an experienced professional already.  ”

Florian G

More Testimonials

  • I first got track on David Parmenter, when I searched for help on rolling planning. Via the website [..] I found his articles and a link to his website. Quarterly Rolling Planning and KPIs is really his thing.What I like in this book is the pragmatism and the directness. No fuzz. The clear way the […]

    Robert F. Lamping

  • Winning CFOs shows CFOs how to be a leader and business partner. David Parmenter has come up with the perfect blend of intuitive, practical, and insightful advice.

    Harry Mills, Managing Director

  • What we expect from a David Parmenter publication: thought provoking yet very practical: a ‘how-to’ guide that is a ‘must‑get’ and ‘must‑implement’. David’s use of checklists and planners makes this a very effective toolkit for all CFOs wishing to ‘win through’.

    John Petty, Presenter, Business Coach/Mentor of CFOs

  • The CFO can make a major contribution to value creation by the use of information focusing on the critical value drivers in the business. These practical tools and techniques will be invaluable to the busy CFO.

    Ken Lever, Chief Financial Officer, Xchanging plc

  • In these challenging times decision makers across the organization are looking to the CFO for more timely and insightful information. But for many CFOs this remains a pipe dream. Most of their time is spent on budgeting, reporting, and the month-end close. In this timely book, David Parmenter provides CFOs and their finance colleagues with […]

    Jeremy Hope, Cofounder of the Beyond Budgeting Round Table, author of Reinventing the CFO

  • Mr. Parmenter has created yet another fine management reference tool with his Winning CFOs book. It reveals how a CFO can be a better manager, and run an accounting and finance function that delivers world-class results. Highly recommended reading for the CFO who is committed to self-improvement.

    Steven M. Bragg, Author of over 40 books, including Accounting Best Practices

  • I am glad I purchased this book and it gave me insight on how to transform the accounting and finance department in my organization as well as my clients organization. I definitely recommend this book to anyone in the accounting and finance field.

    Rena McMahon

  • I purchased this product through Professional Education Services for CPE credit, and I found it to be extremely informative and helpful. It is full of technical and non-technical advice needed for heading up an accounting operation. I had to purchase the toolkit separately via David’s website, but it was well worth the cost. Overall this […]

    DJ Dillon

  • I came across the book when I was making a research about Kaizen, Lean, 6 Sigma and their implementation in the Finance department. This book covers not only how to make your finance organization lean and fast but also explains and provides you with the tools and templates to implement them. I had never seen […]

    Mustafa Murat Akay

  • I bought this book in an attempt to learn more about lean practices and various finance frameworks and I was not disappointed.  This is by far one of the best books on the subject on Amazon. Every concept is explained with examples so that you can directly apply it to your organizations.Additionally, the concepts in the […]

    Florian G

This book will answer the following questions:

  • What is a rolling forecast?
  • Why is Excel not appropriate for rolling forecasting and reporting?
  • What are the steps for a fast close?
  • What features should be in the finance function to meet tomorrow’s challenges?
  • How do I restructure my finance team?
  • Why is Excel not appropriate for rolling forecasting and reporting?
  • What are the steps for a fast close?
  • What features should be in the finance function to meet tomorrow’s challenges?
  • How do I restructure my finance team?
  • What does a rolling 4,6 forecast mean?
  • Why is Excel not appropriate for rolling forecasting and reporting?
  • What are the steps for a fast close?
  • What features should be in the finance function to meet tomorrow’s challenges?
  • How do I restructure my finance team?
  • What does a rolling 4,6 forecast mean?
  • What is a fast close month end process?
  • What are the leading practices and priorities of the finance teams of the world’s best performing companies?
  • What do best in class finance functions do?
  • What tasks should I undertake to transform my finance team?

David Parmenter’s Implementation guides (whitepapers + E-templates)

David’s intellectual property is constantly evolving and to access his up to the minute work it is best to purchase his extensive implementation guides. On notification of a purchase, David reviews the whitepapers, updating them, and then publishes. Ensuring that the reader receives his most up to date thinking. For more information, you can browse the implementation guides below.