The monthly board pack

The month’s numbers, on the 5th.

On the 5th of each month, The Accountant sends the board pack with the month’s figures and what is worth discussing.

In

On the 5th of each month, on a schedule Lirie set up: 5 November at 07:00, by email.

Out

Done

A six-page board pack for October and a short summary with three things worth discussing.

What it does

It prepares the pack without being asked.

01Pulls profit and loss and the balance sheet
02Sums up income of €58.2k and spending of €49.1k
03Works out about 15 months of runway
04Picks the three things worth discussing

When it asks you first

It reports and leaves the decisions to the board.

Sends the pack only to the people Lirie chose
Flags issues without acting on them

What you see

Lirie gets the PDF and a summary in her inbox on the 5th, without asking.

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