Engagement
Group Reporting Package Assembly
Build the monthly or quarterly management consolidation pack your board and auditors expect to see in a consistent format.
Who it is for
Holding companies that need a repeatable group pack beyond year-end audit season.
Result you receive
A standardised consolidation workbook and narrative notes reusable each reporting period.
Scope
Template design, first-period population, and handover training for your controller.
Included
- Consolidation workbook template
- First-period populated pack
- Controller handover session
Not included
- Ongoing monthly population after handover
- Board presentation design
How we work
- Define pack structure with your CFO
- Build and populate first period
- Train your controller on updates
Preparation on your side
Share preferred board pack examples and chart of accounts.
Constraints
Template ownership transfers to your finance team after handover.