Notes from the practice

Working papers.

Short, unhurried writing from the partners and the practice. No SEO content, no listicles — just the honest version of what we're learning on live engagements.

2026 / 03 / 28
Why your ERP selection should look more like a statutory audit.

Most RFPs are written by procurement teams and scored on features. The ones that survive five years are scored on something else entirely. A short methodology note.

ERP · 8 min
2026 / 02 / 14
Segregation of duties, when the whole team is three people.

SoD is not a Big-Four problem. A realistic framework for small finance teams that want controls without pretending they're a bank.

System Audit · 6 min
2026 / 01 / 09
The quietly expensive cost of a dirty chart of accounts.

Why your reports don't tie, why your board pack takes three weeks, and why every new ERP implementation should start with a CoA diagnostic.

vCFO · 9 min
2025 / 11 / 22
A CA's honest take on AI in finance.

We've piloted AI on three live engagements this year. Here's what actually worked, what didn't, and what we wouldn't let anywhere near an audit trail.

Point of view · 11 min
2025 / 10 / 04
ITGC for mid-market companies, without the theatre.

A working-paper template we've used on fourteen IS audits. Scoped for companies that need real controls, not a SOX-sized binder.

System Audit · 7 min
2025 / 08 / 17
The three-page board pack.

Our template for a monthly board pack that fits on three A4 pages and still tells the board everything they need to know. In use on seven retainers.

vCFO · 5 min
2025 / 07 / 02
When digital transformation is the wrong answer.

Two engagements where we told the client to do the opposite of what the brief asked. What we learned about saying no.

Digital · 6 min