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Measuring Success & Reporting

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Snapshot Report - Our Exclusive 1 page Decision Making Tool

With 20 years of experience helping and advising 20 000 business owners about financial management CAD Partners - CFO on Call know what it is that drives a successful business.

A few years ago we developed a simple, easy to read report - much to the relief of our clients - that gives you a snapshot of how your business is performing each month. Sure, you could wait until the end of the year to find out how much profit you've made but you've got decisions to make today - and you need something concrete to base those on.

Here's what's included in the monthly Snapshot Report:

  • You can instantly track your monthly profit or loss against budget, for the current month and see how you’ve gone in the year.

  • The mini balance sheet tells you what you’re worth and your liabilities each month.

  • Key Performance Indicators - these are customise it to suit your unique business.

  • Money owed to suppliers & money owed to you - what percentage in 30, 60 or 90 days.

  • Shows cash at bank to date.

Snapshot Report - Exclusive to CAD Partners - CFO on Call

 

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