Internal Reporting & Governance

Reporting to Directors/Owners – structure for board reports and meetings

  • Template documents with prompts for managers to report key performance indicators to owners/Directors
  • Template documents for running board meetings including agenda and minutes. These include recommendations for standing items

Financial awareness training – P&L, Budgets, BS etc

  • Training around reading and interpreting your financial reports (Profit & Loss Statement, Balance Sheet, ratios and trends)
  • Training on basic analysis of your financial reports to assist with decision making and business planning – How do the numbers relate to each other? What does it mean for your business?
  • Training in the preparation of an annual budget
  • Hands on assistance with preparing an annual budget
  • Monthly review of results through budget to actual reporting
  • Quarterly reviews of financial performance and report of recommendations or concerns

Governance and Management Processes

  • Review of current processes against best practice guidelines
  • Owner/Director’s responsibilities
  • Delineation of roles
  • Separation of duties and oversight of business management

Packages Starting from: $600


For further information on this or any other business consultancy services, please get in touch by email or phone either Richard Sykes – 0499888109 or Jane Bagshaw – 0499772079