Finance hiring guides & practical insights
Hiring decisions, role comparisons, cost guides and practical tools for finance and investment teams.
When Your M&A Analyst Is Chasing Documents
Scope M&A deal coordination support around request tracking, file versions and follow-up. Keep financial and legal review with the right people.
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Your Controller Is Doing AP. Who Should You Hire Next?
Choose AP support, an accountant or senior review around the work consuming your controller's time. Define the handoff before hiring.
Private Equity Portfolio Reporting: Who Owns the Pack?
Scope private equity portfolio reporting with clear company submissions, analyst checks, exception tracking and approval of the monthly operating pack.
Marketing for CPA Firms: Put Partner Expertise to Work
Turn partner expertise into useful CPA firm marketing, with clear service priorities, content ownership, technical review and relevant client enquiries.
AI and Remote Finance Teams: The Context Problem
What distributed finance teams can teach us about AI: documented decisions, useful handoffs, and the judgment needed to turn a faster draft into reliable work.
Paralegal Support for Transactions: A Delegation Guide
Scope paralegal transaction support with clear document tracking, review stages and counsel supervision, from the first request to closing records.
Marketing Support for Investment Firms: What to Delegate
Define marketing support for PE, VC and M&A firms: practical deliverables, partner review, publication approval and a clear first assignment.
Building a Finance Team After an Acquisition: AP to FP&A
Plan AP, AR, accounting, controller and FP&A support after an acquisition, with clear responsibilities and a phased hiring sequence.
Your Controller Is Leaving: A Handover Checklist
Protect the next month-end close with a controller handover checklist covering records, open issues, access and review responsibilities.
Senior Accountant or Controller: Which Does Your Team Need?
Is your team missing accounting capacity or someone to own the close? Use three practical scenarios to define the next hire.