Monthly Financial and Management Report with Executive Dashboard
About this service
Financial statements answer the accountant’s question, while the management report answers the decision-maker’s question: what is happening, why, and what should we do? Includes: a one-page dashboard (revenue, profit margin, cash flow, days receivable and payable, expenses versus budget), comparison with the previous month and the same period last year, and a brief commentary with the main observations and recommendations. Delivery: the dashboard template and the first month’s report, and it can later be converted into a monthly service.
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