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A Review of Your Monthly, Weekly and Daily Finance Reporting
Many finance teams do not have the time to design their finance reports to maximise readers’ awareness and ability to take action. Using the framework outlined in my best selling book “The Financial Controller and CFO’s Toolkit” I can redesign your reports making them clear, concise and compliant to reporting best practice.
Description
Process
To commence you need to purchase a GotoMeeting / teams meeting Please also email me parmenter at waymark dot co dot nz or complete this enquiry form providing three times bearing in mind I am based in New Zealand (I am happy to make calls from 7.30am to 8.30 pm ). After a GoToMeeting/ Teams meeting, I will edit your reports giving my recommendations leaving you to accept or delete my suggestions.
The benefits
The benefits of this process include:
- Your reports may have grown organically over the years without any culling. A third party maybe in the best position to advise where the changes should be made.
- There may be resistance to change.
The costs
The GoToMeeting 1.5 hour call cost US$750 (valid for 2024).
A review will be a days time at a cost of US$4,000 (valid for 2024).