Notes for the monthly close
Checklists, templates and worked examples, each covering one part of the month, three with a file to use this month.
Monthly close checklist for fractional CFOs
Thirty-two steps from cut-off through reconciliation, adjustments, review and delivery, with a Markdown copy to download.
Free CFO management pack template
The seven sections of a monthly pack, what goes in each, and a template to fill in.
How to write monthly financial commentary
A four-part sentence for commentary, and three weak lines rewritten into decisions.
Variance analysis examples and templates
One worked example with the arithmetic shown, a two-test materiality rule and a CSV template.
Full disclosure
The notes and their files are free and need no account. The figures in the worked examples are illustrative, not a client's books. Each note describes the method on its own terms, and Forecraft is one way to run it.
Asked before
Can I use the templates with my own clients?
Yes. Download them, change them, and send the result under your own name.
Do I need Forecraft to follow a note?
No. Each one works in a spreadsheet and a document; Forecraft does the checking and the drafting for you.
How often are the notes updated?
When the method changes. Each note shows the date it was last updated.
Ten founding seats.
Price held for two years. Every application is read, and we say no when the fit is wrong.
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