Reporting & CFO · Pricing
Management Reporting & KPI Pack
Starting at$625a month
What the price covers
1 entity; up to 10 KPIs; monthly commentary and 45-minute management review
What we do
- Refresh the existing pack; write concise management commentary and action points
- Validate KPI inputs and calculations against the closed books
- Conduct the included 45-minute management review
What you get
Monthly management/KPI pack and a documented action list.
Not included
Initial pack design (Management Reporting Setup) and budget-to-actual analysis (Budget-to-Actual & Performance Analysis).
Every Step. All 9.
- 01Check the system-refreshed pack against the closed booksMonthly pack · Senior accountant
- 02Compare the month with the agreed prior periodMonthly pack · Senior accountant
- 03Identify the largest movements and unusual itemsMonthly pack · Senior accountant
- 04Write concise commentary and management questionsMonthly pack · Senior accountant
- 05Prepare the action list and review agendaMonthly pack · Senior accountant
- 06Check each measure's automated refresh10 KPIs/mo · Senior accountant
- 07Check formulas and comparison periods10 KPIs/mo · Senior accountant
- 08Trace unexpected KPI changes to source data10 KPIs/mo · Senior accountant
- 09Lead the 45-minute management review and record decisions and actions45-minute meeting · Controller
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