How we work
The Monthly Clarity Report.
One page, every month. Three traffic lights, the five numbers that matter, what changed and why, next month’s deadlines and three recommended actions.
Every month
Tap any part to see what it tells you.
Clients with ongoing monthly support (a retainer, such as the Finance Office) receive a one-page Clarity Report every month. It shows how you are doing, what changed and why, and what to do next.
- Three traffic lightsCompliance, Cash and Profit, so you see at a glance what needs attention.
- The five numbers that matterRevenue, gross margin, operating expenses, cash at bank and money owed by customers.
- What changed, and whyExplained in plain language, not accounting terms.
- Next month’s deadlinesAlready scheduled, so nothing arrives as a surprise.
- Three recommended actionsEach one with a named owner.
Every quarter, a review of results, plans and new needs. Every year, a planning session and an open review of fees.
The report comes with the Finance OfficeTraffic lights
The five numbers
- Revenue
- GHS —
- Gross margin
- — %
- Operating expenses
- GHS —
- Cash at bank
- GHS —
- Owed by customers
- GHS —
What changed, and why
Next month’s deadlines
- VAT returnDate —
- PAYEDate —
- SSNITDate —
Three actions, each with an owner
- 1Owner —
- 2Owner —
- 3Owner —
Learn the five numbers
Check your own numbers today.
Our free guide explains each of the five numbers, with a calculator that works in your browser.
Read the guide and use the calculatorQuestions and answers
Who receives the Clarity Report?
Clients with ongoing monthly support (a retainer), every month.
How is it different from management accounts?
Management accounts give the detailed figures. The Clarity Report is one page that explains what the figures mean and what to do next. Growth-level Finance Office clients receive both.
Is the sample on this page real?
No. It is an illustrative sample, not client data. Real reports are confidential.
Let’s begin
Start the conversation.
Book a 45-minute conversation, with no obligation. Or message us on WhatsApp and tell us what you need.