Consultation
Owner Reporting Brief
Design a short monthly pack owners will actually read — cash, margins, debtors, and commitments — without drowning in ledger detail.
Who it is for
Owners who receive long reports they skip, or who rely on gut feel alone.
What you leave with
A one-to-two page owner brief template and the rules for who fills each line.
Included
- Interview on decisions owners make monthly
- Draft brief template
- Alignment session with bookkeeper or accountant
Outside this scope
- Dashboard software build
- Board pack design for large companies
How this consultation proceeds
- Decision interview
- Template draft
- Handover to internal team
Preparation
Examples of reports you currently receive or wish you had.
Constraints
Figures must come from your existing records; we do not rebuild ledgers in this brief.
Next step
Share a short note about your enterprise and which consultation interests you. We typically reply within one business day during Tasmanian office hours.