09 · Data, analytics & automation
Management, board and investor reporting
We produce one board reporting cycle from approved figures, with a clear narrative, exceptions highlighted and a finance review step before anything is circulated.
Tell us what you need- Led by
- Michael Gagakuma
- Delivery
- Remote, and on site from Accra
- Fees
- Fixed fee, quoted to your scope
- Free tool
- Cash-flow & runway scenario planner
- Contracting
- GKM Legacy Holdings, Maryland
Who commissions this, and when.
Buyers and moments where this work pays for itself, and where it does not.
Who it is for
- Chief executives and finance leads
- Boards and board secretaries
- Founders reporting to investors
When to call us
- Board packs are long but say little
- Investors ask the same questions every quarter
- Figures and narrative come from different people and disagree
When it is not the answer
We work from figures your finance team has approved. We do not audit, and we do not change numbers.
How the work runs.
Each stage ends in something you review before the next begins.
Stage 1 of 5
Inputs
Collect the approved figures and prior reports.
Review pointInputs listed, with owners and access confirmed.
Stage 2 of 5
Validation
Validate the figures against sources and definitions.
Review pointData validated, with exceptions logged.
Stage 3 of 5
Analysis/build
Draft the narrative and the exception analysis.
Review pointAnalysis or build checked against the agreed definitions.
Stage 4 of 5
Acceptance
Finance and leadership review and accept.
Review pointAcceptance tested by the people who will use it.
Stage 5 of 5
Operation
Circulate, and track actions to the next cycle.
Review pointOperation handed over with a runbook and a refresh plan.
What you receive.
Documents you can use, each with its method and sources attached.
04in the pack
See a demonstration of the output: Specimen · Management, board & investor reporting
Reporting template
Structure, KPIs and narrative sections.
Board pack
The cycle’s report, with exceptions highlighted.
Finance review step
Sign-off before circulation.
Action register
Decisions and follow-ups tracked.
Led byMichael Gagakuma
- Contracting
- GKM Legacy Holdings, Maryland
- Consultation
- from USD 90
Scope and fees.
Fees are agreed in writing before work begins. Estimates are shown as estimates.
Fees
Fixed fee, quoted to your scope
Send a brief or book a short call. We reply with a written scope, dates and a fixed fee before any work begins.
What we need from you
- Approved management accounts and KPIs
- Previous board or investor reports
- The board calendar
Not included unless agreed
- Audit or assurance opinions
- Changes to approved figures
- Company secretarial duties
Questions buyers ask.
Anything else: ask in a brief.
Can you attend the board meeting?
Where it helps, to answer questions on the analysis.
Can you standardise our investor updates?
Yes, with a template your team can reuse.
Is there a free tool?
Yes: the board agenda and action-register planner.
Related work
What needs to move forward?
Tell us the decision, the challenge or the opportunity. We reply with a scoped approach, a named principal and a fee before any work begins.
No charge to submit an enquiry.