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.
Commission notesDallas, Moray · accounting & advisory teams
The Monday pack, reduced to panels people finish.
We draw financial planning dashboards for practices that already have the numbers. Cash, lock-up, budget versus actual, and partner drawings — arranged so the meeting can start without a guided tour of the trial balance.
Flagship commission
A planning dashboard the practice already knows how to feed
The flagship commission is a four-to-eight panel set mapped to the exports you already pull from the ledger. We do not replace your accounts production file. We decide which figures belong on the first sheet of the partner meeting, and we draw those sheets so they can be read in silence.
Also commissioned
Related work for the same meeting
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.
Commission notes
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.
Commission notes
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.
Commission notes
How a quarter runs
Briefing, source map, boards, then the meeting
We work to the planning cycle you already keep: year-ahead budget in spring, 13-week cash through the year, lock-up before the bank conversation, drawings before anyone votes a bonus. The custom page on that cycle shows where a commission sits in those weeks.
From a recent pack
What a managing partner actually said
The four-panel set arrived in time for the April partners’ meeting. Cash and drawings were on the first sheet, which meant we stopped opening with a ten-minute tour of the P&L nobody had asked for. I still want the fee-by-partner split we used to print; it now lives in the appendix and I do look at it, just not while we are trying to decide whether to hire.