Skip to main content
Knowledge Center

Playbooks, research and templates from senior practitioners.

Practical insight for CFOs, founders, trustees and finance teams — written by the experienced accountants, tax specialists and ERP architects who deliver our client engagements.

Browse by category

Where finance leaders sharpen their edge

Five editorial pillars covering everything from ledger hygiene to boardroom strategy.

Featured

Closing the Books in 5 Days: A Playbook for Growing Companies

The exact reconciliation, review and reporting cadence our controllers use to deliver management accounts before the 6th working day.

Adeola Bankole, FCAMay 12, 20269 min read
Accounting
Filter
Accounting
May 12, 20269 min read

Closing the Books in 5 Days: A Playbook for Growing Companies

The exact reconciliation, review and reporting cadence our controllers use to deliver management accounts before the 6th working day.

A
Adeola Bankole, FCA
Tax Updates
May 4, 20267 min read

FIRS 2026 VAT Circular: What Finance Leaders Must Do This Quarter

New filing thresholds, digital services rules and penalties. A practical checklist for CFOs and tax managers.

C
Chinedu Okafor, ACTI
Leadership
Apr 28, 202611 min read

Board Financial Literacy: The 12 Ratios Every Trustee Should Read

How high-performing boards interrogate financial statements without slipping into operational detail.

N
Ngozi Umeh, MBA
Financial Management
Apr 21, 20268 min read

Building a 13-Week Cash Flow Forecast Your Bank Will Trust

Templates, driver assumptions and the weekly rhythm that keeps liquidity ahead of growth.

T
Tunde Alabi, FCCA
Business Strategy
Apr 15, 202612 min read

Choosing an ERP: A Decision Framework for Mid-Market Nigerian Firms

NetSuite, Odoo, Zoho or SAP B1? A scoring model based on 40+ implementations across sectors.

I
Ifeanyi Nwosu, PMP
Tax Updates
Apr 8, 20266 min read

Multi-State PAYE in Nigeria: Getting LIRS, OGIRS and FCT Right

How distributed teams create silent tax exposure — and the payroll design that fixes it.

C
Chinedu Okafor, ACTI
Accounting
Mar 30, 202610 min read

Fund Accounting for Churches: Restricted vs Unrestricted Giving

A stewardship-first approach to reporting tithes, projects and building funds without confusion.

G
Grace Adewale, ACA
Financial Management
Mar 22, 20268 min read

The 9 KPIs Every Owner-Managed Business Should Watch Weekly

From gross margin to DSO — the leading indicators that predict profitability before the P&L does.

A
Adeola Bankole, FCA
Business Strategy
Mar 14, 20269 min read

Designing an Executive Strategy Off-Site That Actually Ships

A 2-day agenda, pre-reads and follow-through cadence used by our leadership development team.

N
Ngozi Umeh, MBA
Downloads

Templates, checklists and free guides

Battle-tested tools you can deploy in your own finance function this week.

Template

Monthly Management Accounts Pack

Excel model with P&L, balance sheet, cash flow and KPI dashboard.

XLSX · 148 KB
Template

13-Week Cash Flow Forecast

Rolling weekly forecast with variance analysis and scenario toggles.

XLSX · 92 KB
Checklist

Year-End Closing Checklist

72-point workflow covering reconciliations, accruals and audit prep.

PDF · 320 KB
Checklist

FIRS Tax Compliance Checklist

Filing calendar, documentation and penalties by tax type.

PDF · 240 KB
Guide

CFO's Guide to ERP Selection

48-page playbook covering scoping, vendor evaluation and rollout.

PDF · 4.1 MB
Guide

Church Finance Governance Handbook

Policies, controls and reporting templates for ministry finance teams.

PDF · 2.6 MB
The Soteria Brief

A monthly digest for CFOs, founders and finance leaders.

Curated tax updates, IFRS notes, ERP field lessons and a downloadable template — sent the first Tuesday of every month. No fluff.

12,000+ subscribers
One email a month

We respect your inbox. Unsubscribe in one click, any time.

Book a consultation

Turn insight into a signed engagement letter.

Ready to move from reading playbooks to running them? Speak with a partner about your accounting, tax, ERP or leadership priorities.