Finance Director
A plan for the year, a cash flow forecast, a KPI dashboard and a quarterly board meeting.
Annual one-page plan
Your business model, the year’s objectives and your team’s priorities, agreed with you and written on one page. The forecast and the board meetings are measured against it.
Cash flow forecast
Profit and loss, balance sheet, cash and valuation forecast for at least the next 12 months, ready for a lender or investor, so you see early when the business is off track.
KPI dashboard
Your most important numbers in one place, updated regularly. It includes non-financial measures, such as enquiries or orders, that show what is coming.
Quarterly board meeting
A meeting each quarter to review the results, take decisions and check that the actions agreed last time were done.











