Details.
Includes a reliable monthly close, profit and loss reporting versus the prior month and forecast, reconciled cash position including known unpaid items, receivables aging and concentration, three to seven operating metrics, and a one-page controller note covering changes, risks, and recommendations. The package may also include job or customer margin for project-based businesses. Designed for owners of businesses between $500k and $5M+ in revenue. After the first 30-day baseline, the target close is within 10 to 15 business days of month-end.