06 / 08 · Foundation
Financial systems & management reporting
A monthly pack that answers the CEO’s questions on page one.
The problem“I get 40 pages from the accountant every quarter. I read none of it.”
An 8-number management report in 2 pages on the 10th of every month. A stack that fits your size.
How reporting people read gets built
- Design the management report: 8 numbers, 2 pages, on the 10th of every month
- Choose and implement the right ERP / BI / billing stack for your size
- Chart of accounts and cost centers that match how you actually run the business
- Close process: from 45 days to 10
8 numbers · 2 pages · the 10th
- numbers that matter
- 8
- pages
- 2
- th of the month, every month
- 10
What you get
Not a feature list. What changes next Tuesday.
- Before40 pages nobody readsAfterNumbers by the 10th
- BeforeThree versions of the same numberAfterOne version of the truth across accountant, bookkeeper and management
- BeforeMonth-end close takes 45 daysAfterDashboards that answer questions instead of decorating
- 8numbers
- 2pages
- 10days to close
- 1version of the truth
Why it matters
A monthly pack that answers the CEO’s questions on page one.
8 numbers, 2 pages
A management report that answers the CEO’s questions on page one. Not 40 pages nobody opens.
One version of the truth
Accountant, bookkeeper and management see the same number. Same chart of accounts, same cost centres.
A system for your size
Priority, SAP B1, NetSuite, Xero, or well-built Excel. What fits you, not what is being sold.
How it unfolds
- Week 1–2
Map
How information flows today, where it gets stuck, who types things twice. The list of 8 numbers management really needs.
- Week 3–5
Design
Chart of accounts and cost centres that mirror how the business is run. The management report template. System choice if needed.
- Week 6–8
Implement
Configuration, training, one month in parallel. Close shortened from 45 days to 10.
- Month 3
Routine
The report goes out on the 10th without heroics. The dashboard answers questions instead of decorating.
What it looks like in practice
An 8-number management report in 2 pages on the 10th of every month. A stack that fits your size.
- The 1st
- Month-end close begins. 12-item checklist.
- The 7th
- Books closed. Bookkeeper signs off.
- The 10th
- Management report sent: 8 numbers, 2 pages, 3 notes.
- The 12th
- Management meeting based on the report. 30 minutes.
What people say, and what’s true
- They say
They say: “We need a new system.”
In practiceSometimes. Usually you need the right chart of accounts and a process. A new system on a broken process is a more expensive broken process.
- They say
They say: “The accountant’s reports are enough.”
In practiceThey are accurate and late. A management report is fast and accurate enough. Two tools, two purposes.
- They say
They say: “A dashboard will fix it.”
In practiceA dashboard displays data. If the data is wrong or off-topic, it just displays that more beautifully.
“Asaf leverages data to provide the strategic edge and financial clarity On The Way Records needs.”
Frequently asked
- Which software do you recommend?
- Whatever fits your size and team. We’ve implemented Priority, SAP B1, NetSuite, Xero and a lot of well-built Excel.
Not sure you need a CFO yet?
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