What it is
Instead of a long spreadsheet, the reports focus on the few figures that matter for this business: sales, costs, cash position and open commitments. The format is agreed with the owner and kept simple enough to be updated every month.
What is included
- Figures chosen with the owner
- Monthly routine
- Simple, consistent format
- Guidance on reading them
How we work
Understand the business
A first conversation about how the company works today and what worries the owner most.
Review and write it down
Processes, routines and figures are reviewed and the findings are written in plain language.
Agree the changes
Recommendations are discussed one by one and only the agreed ones are put into practice.
Related
How work really flows
Process review
A look at how orders, tasks and approvals move through the company, and where they stall.
See the line →Where the money goes
Cost review
A structured review of recurring costs to find what can be renegotiated, reduced or removed.
See the line →Office routines
Administrative support
Help organising office routines, documents and records so the team spends less time searching.
See the line →