The brief
Produce a true monthly pack in six weeks, with a trail an incoming FD could inherit.
What we found
Stock was valued three ways. Intercompany sat uncleared. Accruals were a January habit, not a monthly one.
What moved
A close calendar, a single stock policy, and a pack the board still uses. Year-end adjustments fell by more than half.
The work
Amelia Rowe led the file. We did not start with software. We started with the trial balance, the last three year-ends, and the people who actually posted the journals. Every material suspense line was either cleared or given an owner and a date.
The new pack has eight pages. Contribution by line, cash, stock days, and the three adjustments the board has agreed to watch. It lands on the second Friday. That is the whole design.
Ready to put a partner on the numbers?
Forty-five minutes with a practice lead. Bring the last pack, the VAT position and the decision you need to make.