Board reporting for owner-managed businesses.
Good board reporting turns your numbers into better decisions. We build investor-grade board packs, KPI dashboards and a reporting cadence that gives your board and investors clarity, and gives you a sharper grip on the business.
Board meetings should be about decisions, not data arguments
When reporting is inconsistent or hard to follow, board meetings get bogged down arguing about what the numbers say. Investors lose confidence, and you lose the chance to use the meeting for what it is for: deciding what to do next.
We make reporting effortless and clear. A consistent, investor-grade pack and the right KPIs mean everyone trusts the numbers, so the conversation moves quickly to outlook, risks and decisions.
Signs you need this
- Board packs are a scramble each time
- Reporting is inconsistent month to month
- Investors asking for more
- No clear KPI dashboard
- Meetings stuck on what the numbers say
- New institutional investors on the cap table
Reporting your board can rely on
From the monthly pack to the metrics and the meeting itself.
Board packs
A clear, investor-grade board pack each period: numbers, narrative and the decisions to make.
KPI dashboards
A metrics dashboard tailored to your model, so the board sees what really matters at a glance.
Investor updates
The financial half of your monthly investor update, consistent and on time.
Performance vs plan
Actuals against budget and forecast, with clear explanation of the variances.
Cash & runway
Where cash stands and how long it lasts, front and centre in every pack.
CFO presence
Where it helps, senior presence to walk the board through the numbers and field questions.
Our board reporting process
Set it up once, then run it as a reliable rhythm.
Understand your board
We learn what your board and investors need to see and decide.
Define the KPIs
We build a metrics framework that fits your business model.
Design the pack
A clear, investor-grade template with numbers and narrative.
Set the cadence
A reliable monthly or quarterly rhythm everyone can count on.
Produce & review
We prepare each pack and walk you through it before the meeting.
Support the meeting
CFO presence where it helps, then act on what the board decides.
Strong board reporting helps you
“We now have restored faith in our management information and love the way it’s presented to us.”
20i, fast-growing hosting company
Board reporting connects to the rest
It builds on these.
Forecasting & Modelling
Reporting versus forecast is what makes a board pack actually useful.
KPIs & Strategic Finance
The ongoing CFO partnership that turns reporting into real decisions.
Management Accounts
The underlying monthly numbers a board pack is built on, in Finance Foundations.
Board reporting questions
Typically management accounts to investor standard, a KPI dashboard, cash and runway, performance against budget, and a clear narrative on outlook and the decisions the board is being asked to support. We tailor it to your business and board.
It depends on your model. For subscription businesses that often means ARR, growth, churn, CAC and runway. We build a KPI framework that fits how your business actually makes money.
Yes. We produce the financial half of the investor update on a regular cadence, so your investors get consistent, professional reporting they can rely on.
We can prepare the pack and, where it helps, provide CFO-level presence to walk the board through the numbers and answer questions with authority.
Management accounts, in Finance Foundations, are the underlying monthly numbers. Board reporting takes those numbers and turns them into an investor-grade pack with KPIs, narrative and the decisions a board needs to make.
Board and investor reporting sits within our Fractional CFO support, which starts from £3,000 plus VAT a month, scoped to your reporting cadence and needs.
Give your board numbers they trust
Consistent, investor-grade reporting that makes board meetings about decisions. Book a quick intro call to get started.