Consultation
Owner Reporting Pack
A monthly pack the owner can read in under an hour — profit, cash, and the few measures that actually matter for decisions.
The problem it solves
Many owner-managed firms receive a trial balance or a software dashboard that still requires interpretation. The Owner Reporting Pack turns the month into a short narrative: what moved, what is tight, and what deserves attention before the next period closes.
Included
- One owner pack per month (PDF), typically 6–10 pages
- Margin and cash highlights in plain language
- A scheduled 30-minute call to walk through exceptions
- Consistency of format so you can compare month to month
Excluded
Bookkeeping, invoice entry, payroll, and tax filings. Your bookkeeper or accountant remains responsible for the underlying ledger.
Pricing
From NZD 1,200 per month for a single entity with timely month-end close. Quoted after we see a sample of your current reports.