Advisory Resource Library

Access practical checklists, starter templates, guides, and worksheets designed to help leaders strengthen financial management, improve processes, manage technology risk, and prepare for growth or transition. Explore resources developed by JConner to help organizations identify priorities, take informed first steps, and recognize where deeper advisory support may add value.

Transaction & Exit Readiness Getting-Started Guide

Begin organizing the financial information, supporting documentation, and management readiness needed before a transaction becomes urgent.

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Finance Function Quick Check

Use 12 introductory questions to identify where reporting, planning, processes, data, or technology may require additional attention.

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Technology Risk & GRC Getting-Started Checklist

Review 15 high-level questions covering governance, access, change, vendors, data protection, resilience, and incident response.

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Month-End Close Starter Checklist

Assign ownership and track 18 foundational activities for establishing a more consistent, timely month-end close.

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Process Improvement Getting-Started Worksheet

Map one recurring process, identify its most important pain points, and define one practical improvement to test.

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13-Week Cash-Flow Forecasting Template

Create a simple weekly view of expected cash receipts and disbursements and identify weeks when cash may fall below leadership’s minimum target.

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