We agree the reporting period, cost categories and measures before building the pack. Actual results sit beside budget and prior periods. A commentary explains the movements that need attention and distinguishes timing differences from underlying changes in performance.
A practical example
If a London agency grows revenue but loses margin, look at the mix of retainers and project work, freelancer costs and unbilled time. The report should give managers a specific line of enquiry before they change prices.
How detailed should our management pack be?
Start with the people using it. A director deciding whether to hire needs cash headroom and capacity, while a delivery manager may need margin by job. We agree the detail with both audiences.
Working with us online
Tell us your timetable and the information you already have. We agree the deliverables and arrange remote document exchange and a review call.
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