Flagship
Planning dashboard commission
A four-to-eight panel set that puts cash, profit, lock-up and partner drawings on sheets partners can read in one sitting.
Scope, price basis, next stepCommissions
Work we draw for accounting and advisory teams
Each commission starts from figures you already produce. The flagship is a planning dashboard for the partner meeting. The others sit around the same table: a rewritten pack, a lock-up wall, a client-facing board, or a half-day with partners who still wait for the FD to narrate.
Board pack visual rewrite
We recut an existing partner or client board pack so the first three pages carry the argument, and the rest is appendix.
Scope, price basis, next step
Lock-up and cash wall
A wall panel and a desk sheet that show WIP, debtors and the 13-week cash view as one conversation, not three reports.
Scope, price basis, next step
Client advisory planning board
A client-facing planning board for advisory conversations: tax calendar, drawings, and the year-ahead cash picture without turning the meeting into a software demo.
Scope, price basis, next step
Partner briefing session
A half-day in the practice, walking partners through the panels they already have — or the first boards of a commission — until each person can find cash, profit and drawings without asking the FD.
Scope, price basis, next step