Fractional CFO
Reporting that ends with a decision, not a PDF
The problem
Monthly packages arrive late, contain everything, explain nothing, and get filed without changing a single action.
Why it matters
Reporting has one job: to change what you do next. A package that does not name a decision has no return on the effort spent producing it.
How to know if you have this
- The close lands three or more weeks after month end
- Reports have no commentary or comparatives
- You cannot name a decision that changed because of last month's package
- Different reports give different numbers
How Advisory Motion solves it
- 01Tighten the close so the information is still actionable
- 02Report against budget, prior year and forecast — not just actuals
- 03Add written commentary that states the claim and the recommended action
- 04End every package with the decisions it requires
Illustrative example
Twelve pages instead of forty
Cutting to the pages that drove decisions shortened the close by nine days and turned the monthly meeting from a review into a working session.
Illustrative composite · not a client identification
Where this connects