Summary
Sales, gross margin, profit and cash for the month and the year to date, with the figure from the same month last year beside each.
Sample monthly board pack
A full board pack for one month, prepared the way the Buzz finance team prepares one for a client. The business in it, a catering wholesaler with 18 staff, is invented and so is every figure.
Would you rather talk it through first? Book a call.
Six pages for September 2026
- Summary
- Profit and loss
- Balance sheet
- Cash
- Customers and suppliers
- Commentary
The summary and commentary pages
The six pages of a Buzz board pack
Profit and loss
Each line against your budget, with the difference in pounds and per cent.
Balance sheet
What the business owns and owes at the month end, reconciled to the bank and to the VAT, PAYE and loan balances.
Cash
The bank balance at the month end, what moved it, and the VAT, PAYE and Corporation Tax building up to be paid.
Customers and suppliers
Who owes you money and for how long, and the bills due in the next month.
Commentary
What changed this month and why, in plain words, and the questions the figures raise for the board.
Get the sample board pack
Your sample board pack
Six pages for September 2026, as a PDF of about 400 KB.
Peter Allen, our co-founder and Financial Director, can talk you through a monthly pack for your own business.
A board pack for your business
The monthly board pack comes with the Financial Controller level of the Buzz outsourced finance team, from £1,500 + VAT a month. Your books are kept every week in Xero, the month is closed within five working days and the pack follows.
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