DONE-WITH-YOU IMPLEMENTATION

The CFO Financial Reporting Clarity Pack

Upload your month-end PDFs (P&L + Balance Sheet) and generate a board-level reporting pack — analysis, indirect cashflow, infographic and slide deck — in under 5 minutes.

P&L Analysis
Balance Sheet Analysis
Cashflow (Indirect)
Board Commentary
Infographic + Slides
BUY NOW — £497 EARLY BIRD SEE WHAT’S INCLUDED VIEW SAMPLE BOARD PACK
Early-bird adoption pricing ends when the first cohort is onboarded. Standard price is £997. Optional monthly oversight available at £150/month.
CFO Financial Reporting Clarity Pack preview
Built for owners who are compliant — but want control and clarity every month.
The problem

Most founders only see “proper” financial results for tax deadlines — often months after year-end. That’s compliance, not control.

The outcome

You get a repeatable month-end reporting system that produces a clear story: what changed, why it matters, and what to do next.

The promise

Board-level reporting output in under 5 minutes from PDFs — with a narrative that matches your financial storytelling approach.

What’s included

This is not a template drop. It’s a done-with-you implementation that installs a system you can run every month.

View a sample Board Pack →

Upload PDFs: P&L + Balance Sheet
Outputs: P&L analysis (what changed + why it matters)
Outputs: Balance sheet analysis (strength, movement, risk)
Outputs: Cashflow report (Indirect Method)
Plus: Board-level commentary (clear narrative, not accounting language)
Plus: Infographic + Board slide deck (ready to share)
Step 1

Live report quality review

  • We check your P&L + balance sheet are properly prepared
  • Correct structure, totals, period, comparatives
  • So your insight and story are reliable
Step 2

Install + test (done with you)

  • Setup and configure the workflow together
  • Run your real PDFs through it live
  • Calibrate the commentary to board level
Step 3

7-day support included

  • One additional PDF run reviewed within 7 days
  • Refine the story and outputs if needed
  • So you’re confident running it monthly
Early-bird adoption
£497 £997
Same pack. Same done-with-you implementation. Adoption pricing for the first cohort.
BUY NOW — £497
Standard price becomes £997 after early-bird adoption.
Optional monthly oversight
£150/month
Optional CFO-level oversight to keep month-end consistent, tighten the narrative, and maintain board-ready quality.
  • Monthly review + refinements
  • Keep reporting consistent and decision-focused
  • Support is optional — the pack works without it

FAQ

I already have an accountant. Do I need this?
Yes, if you want control between deadlines. Accountants support compliance and reporting history. This pack gives you board-level clarity every month so you can make decisions in real time.
Do I need new software or spreadsheets?
No. You upload your P&L and balance sheet PDFs. The workflow produces the pack. The goal is clarity without complexity.
What if my reports aren’t properly prepared?
That’s exactly why implementation starts with a live quality review. Clean inputs create reliable outputs. We check structure and obvious issues before we generate the pack.
What happens after early bird?
The standard price is £997. Early-bird is adoption pricing for the first cohort while we onboard and refine with real month-end data.
Is the £150/month support required?
No. It’s optional oversight. If you want monthly review and refinement to keep the pack consistently board-ready, it’s available.

Ready for month-end clarity?

If you want board-level reporting without the admin, grab the early-bird adoption price and we’ll install it with you.

BUY NOW — £497 EARLY BIRD VIEW WHAT’S INCLUDED
Business Koaching Club • Clarity → Foresight → Oversight