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Convert your Finance monthly reporting into a decision based tool.

waymark solutions can convert your monthly reporting into a decision based tool.  This process involves:

  • Your reporting accountant coming to our office for a two-day hothouse workshop where we put all our resources at the disposal of the project
  • we utilise our decision based formats along with your better practice features in an your current reports.
  • the reports are designed along the lines of "decision based reporting" article in the ICANZ Journal March 2002)
  • we populate formats using last month's actuals and dummy historical data (these are completed later by company staff)
  • there are two conference calls with the CFO
  • we brainstorm a first cut of your critical success factors and develop some likely "winning KPIs" that could be used to support a transition to more balanced reporting
  • we provide an integrated Excel workbook which can generate all required monthly reports.

If interested you'll have to contact me to arrange the two-day hothouse workshop.

The cost for this unique service (use of office facilities and waymark templates) is only $6,500-7,500 plus expenses & GST.

Look forward to hearing from you.

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  Last updated 20/07/06