01 / Services
Reporting
Management reporting and board packages, produced on a schedule: the monthly or quarterly numbers, in plain language, on the table before the meeting and not after it.
The problem
The numbers arrive after the meeting, if they arrive at all.
What's included
Everything in the reporting seat.
Who this suits
Organizations that answer to a board, a funder, or an owner who has stopped being able to hold the whole picture in their head.
- Monthly and quarterly management reporting
- Board packages, finished before the meeting
- Plain-language commentary on what moved and why
- Budget-to-actual, with the variances explained
- Funder and grant reporting schedules
- The numbers that matter, not all of them
How it runs
On a schedule, not on a scramble.
- 01
We agree the schedule up front, monthly or quarterly or whatever the board or a funder actually needs, and it holds.
- 02
The numbers come from your bookkeeper's output. We take questions back to them rather than to you, so the reconciliation stays where it belongs.
- 03
Every package arrives with the commentary already written: what moved, why, and what it means for the decision in front of the board.
The rest of the practice
Planning
Budgets, forecasts and cash-flow models, built and then kept current: what is coming, from payroll and the next hire through to reserves, runway and the year ahead.
See what's includedAnalysis
The figures behind a decision, worked out before you make it: profitability by program, product or job, a pricing change, the real cost of a hire.
See what's includedNot sure reporting is the right place to start? A finance review sorts it out first.
Where to start
Not sure which one you need?
Most people are not, at first. A finance review sorts it out: we look at what you have, what you are being asked for, and what is falling through, then tell you what to hand over first.