Taxsense Limited
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KPI & Management Reporting

Monthly performance dashboards and review meetings.

Service overview

Monthly performance dashboards and review meetings. We review the source records, agree priorities with management, prepare the analysis and hold a review meeting. Decisions and follow-up actions are documented. The quarterly finance review and monthly management summary are already included in the core package; this service adds deeper support.

What you receive

  • Monthly performance dashboards and review meetings.
  • Management review and documented action points
  • Supporting analysis and reporting schedules

Documents to prepare

  • Latest financial statements and bank records
  • Sales, purchase, payroll and operational data
  • Existing budgets, financing agreements and management priorities

Frequently asked questions

Is this included in the core package?

The core package includes a part-time virtual CFO summary and quarterly review; this adds the selected specialist service.

Can the CFO attend our office?

Yes, optional visit days are priced separately in the package builder.