Directors' reporting and insight
We take off your hands: building the board pack and management accounts every month, and answering directors' questions about company data.
You get: a draft board pack and management accounts with draft commentary, a live company dashboard and plain-English answers, for your finance team to check.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our directors wait a week for the numbers and still can't say which jobs and clients make us money.
What is in this package
- Build a monthly board report from company data
- Forecast the order book and turnover for the next 12 to 24 months from secured and likely work
- Show directors one live dashboard of margins, cash, orders and pipeline
- Write meeting minutes and an action list from a meeting recording
- Produce the directors' monthly commercial report across all jobs
- Show which jobs, clients, sectors and divisions make money after overheads
- Answer directors' questions about company data in plain English
- Produce the monthly management accounts pack with draft commentary
- Month-end close to board packWhole process
- Track returnable pallets, bulk bags and stillages and the deposits on them
- Compare divisions, regions, branches or offices on the same measures
- Quarterly profitability review to target margins for the next quarterWhole process
- Produce a weekly factory and order book report for your leadership team
- Check capital allowances and company car tax on new vehicles and plant
- Run the month-end close checklist and chase the missing inputs
- Stock count and month end to management accountsWhole process
- Check your charge-out and day rates still cover your overheads
- Board decision to recorded minutes and followed-up actionsWhole process
- Draft month-end accruals for goods and work received but not yet invoiced
18 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- Joined data across accounts, commercial and CRM
- Agreed measures
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Main contractors
- Specialist subcontractors
- Developers and housebuilders
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?