Premium service
Board & Monthly Report
Your monthly board report - professional, insightful, on time.
We transform your accounting and budget data into a complete board report with financial analysis, strategic key takeaways and industry benchmarking - tailored to your company's own look and feel. Small and mid-sized companies deserve the same quality of board reporting as multinationals - without building an in-house CFO team. How it works: (1) Share your data - send your trial balance, budget file and any relevant notes via secure file share. (2) We build the report - a structured process turns raw financials into a complete deck with analysis, charts, benchmarks and narrative in your design. (3) Expert review before delivery - every report is personally reviewed by a senior finance professional. (4) Board-ready on schedule - every month, without chasing.
What's included
- Financial Analysis - full P&L, balance sheet and cash flow with variance analysis vs budget and prior periods
- Key Takeaways - concise, management-level insights that cut through the numbers
- Industry Benchmarking - your performance measured against comparable peers in your sector
- Your Brand, Your Report - delivered in your company's own visual identity: colours, logo and layout
- Personal review by Fredrik Orre - CFO-grade judgment without the cost of a full-time hire
- Delivered as pixel-perfect PDF + editable PPTX ahead of every board meeting
Before any data is uploaded, we enter a mutual NDA that you sign digitally inside your account. Your data is used only to produce your report - never for marketing, AI training, or sharing with third parties. Files are stored encrypted and deleted on request.
Need a formal PDF NDA for signing via DocuSign/Scrive? Contact us.
Your first report is free in exchange for upload + feedback.
Disclaimer. Templates are provided for general informational and illustrative purposes only. They do not constitute financial, legal, or professional advice. The creator accepts no liability for decisions made based on the templates. Users are solely responsible for verifying accuracy, completeness, and compliance with applicable laws, accounting standards, and regulations.
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