Guarantee your financial success through having clear goals and targets, accountability to deliver actions, and confidence to achieve results!
The Quarterly Management Review is the next step once you have completed the Power Up Program and your budget, business development and sales pipeline set up in ‘The CUBE Business Intelligence’ software platform.
The Quarterly Management Review includes:
Strategy & Performance Review Session – 1 x 1.5 hour session:
- Review previous Quarters Financial Performance – ensure profit and cash flow targets are on track.
- Review previous Quarters Action Plan Deliverables – ensure processes and systems implemented are delivering the required performance.
- Strategy and System Review – Sales, People, Operating, WHS.
- Develop next Quarters Plan – clear action plan and deliverables.
Accountability Calls – 2 x 30 minute calls:
- Review Quarterly Plan progress – assess progress, review plan and drive accountability to achieve desired results.
Predictive Performance Alerts – ‘The CUBE Business Intelligence” software platform
- Automatically measure your financial goals against actual performance – Real Time
- Automatic notification highlighting what are urgent tasks – Real Time
- Automatically syncs with accounting financial data – Real Time
- Automatically predicts your results – Real Time
- Accounts must be reconciled for the previous 3 months – entering of ALL invoices and purchases/bills, back reconciliation, payroll, etc.
- If you are NOT using Xero, you must provide monthly management reports for the previous 3 months and year to date – 48 hours prior to the scheduled meeting in a csv or Excel spreadsheet.
- Actual v budget profit and loss analysis
- Aged Receivables report
- Balance sheet
Cost: $1,295 (inc GST) per quarter
(includes monthly subscription to ‘The CUBE Business Intelligence’)
Or contact us to set up your Quarterly Management Review:
P: 02 8011 4855 or 1300 665 922