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One-time purchase. Instant download once checkout opens.
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Templates
$69
- All nine Excel templates (.xlsx), white-label, no macros
- One-cell roll-forward Setup in every workbook
- Free updates, including new workbooks as released: EPS, income tax provision, debt, leases
- Free First 90 Days checklist
Templates + Playbook
$89
- Everything in Templates
- The Playbook: how to use the templates and run the close-to-file process
- The complete Playbook (PDF), with free updates
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A practical day-by-day plan for your first 90 days as an SEC reporting manager: what to read, who to meet, what to map, and what not to change until you've seen one full filing cycle.
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Just want the reading? Playbook only – $24 (the complete PDF, with free updates). Buy the playbook.
Checkout is coming soon. Prices in USD. Not legal or accounting advice.