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FREE KIT / FINANCE

The Finance Prompt Kit

Review reports, reconcile invoices and chase payments with clear checks at every step.

For finance managers, accountants and business owners who handle the numbers.

FREE · PDF · 10 PAGES

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Cover of The Finance Prompt Kit by Argus

WHAT’S INSIDE

7 prompts.
Copy, fill in, review.

Each one lists what you need, how to set it up and what to check before you use the result.

  1. 1

    Review a management report

    Find movements and prepare focused questions for finance.

  2. 2

    Explain budget-versus-actual movements

    Identify the variances that deserve management attention.

  3. 3

    Check invoices against an expense register

    Find missing records, duplicate charges and mismatched amounts.

  4. 4

    Draft a payment follow-up

    Request payment clearly using the actual invoice and agreed terms.

  5. 5

    Prepare questions for a tax-return review

    Organise evidence and gaps for the accountant reviewing a return.

  6. 6

    Prepare an insurance comparison brief

    Organise coverage differences and questions for the broker.

  7. 7

    Prepare a contract review brief

    Find obligations, unclear terms and questions for your adviser.

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