THE PERFECT FIT
Service Levels
MANAGER
- Monthly reporting package that reviews:
- Revenue
- Profitability
- Cash flow
- Financial Statements
- A customized video explaining each month’s results
- Monthly one-hour strategy meeting to:
- Review financial performance
- Identify the key factors impacting profitability
- Clarify the action steps needed to achieve goals
DIRECTOR
Everything included in the Manager Service Level plus:
- Creation of an annual budget
- Monthly variance analysis of actual results vs budget
- Suggested corrective actions for variance items
- Quarterly forecasting of revenue, expenses, and profit
CFO
Everything included in the Director Service Level plus:
- Creation and implementation of weekly management reporting
- Identification of Key Performance Indicators (KPIs) that tie operational performance to budget
- Weekly one-hour management meeting
- Ad hoc financial analysis and modeling support