What the finance function shipped in June — the audit, the monthly business review metrics and goals, and the dashboards behind them — and the four fronts carrying us through July. As of today, 13 July 2026.
Armanino, fiscal year ending 3/31. Kristi preps each workpaper, I review; one sheet per balance-sheet account through Suralink. Revenue is tied out to the trial balance and the Freedom Games entity structure is documented. The remaining third is vouching and the final schedule sign-offs.
Audit — FY2026, Armanino · 4 workpapers advanced
Reconciled revenue to TB at $13,195,574.77. Caught the Suralink workpaper overstated ~2× and corrected it.
Documented Parent Holdings Inc + 100%-owned sub LLC on the equity method; mapped the two QBO companies feeding the consolidation.
Locked the export convention — end_date not date — for per-game revenue and balances. Intangibles 1700–1740, trademark 1750.
One sheet per balance-sheet account, Kristi preps & I review, all routed through Suralink for the Armanino team.
MBR metrics & goals · month-end capture built
Froze metric_values.json at close — 29 MBR metrics with a per-metric source map and clickable "Source:" links behind each number.
Exec Forecast surfaced at /finance/iio-team-forecast/; goals wired to line_id so month-end finalize freezes clean.
wl_signed_per_month now sums wishlists: straight from #iio-intake; WL Velocity Monitor lives at /finance/wishlist-velocity/.
Supporting dashboards · built & refreshed
Close the remaining 37% — vouching, final schedules, and Armanino sign-offs. This is the month's anchor.
Stand up an in-house contract/rights tracker to retire Rightsline, and build the written case for the switch — cost, fit, and ownership of our own data.
Keep the runway view honest and forward — Plaid balances feeding the 13-week and 24-month views, with the 30-month modeler for scenario work.
File the FY2026 return extension and get the estimated payment right, working alongside the audit so the numbers feeding both stay in sync.
Lock the last details for the company retreat — budget, logistics, and agenda — and land it clean.