Reporting Ready

From report chaos to confident decisions, in 6 weeks.

If your team spends a week building reports that get 30 seconds of board time, you’re not alone. Most finance teams are drowning in data, chasing reconciliations, and firefighting every month-end.

Boardroom Ready Reporting is a 6-week journey that turns reporting from a painful routine into a trusted decision-making tool your board actually uses.

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When reporting takes a week to build and 30 seconds to read, something’s wrong.

Finance teams spend hours pulling numbers that still don’t tell the story leadership needs.
By the time reports land, confidence has already dipped.

Here’s what broken reporting looks like day to day:

  • Month-end and board packs take days to prepare and still invite more questions.
  • Each report tells a slightly different version of the truth.
  • Teams are buried in reconciliations instead of analysis.
  • KPIs don’t align with how the board measures success.
  • IT owns the data, Finance owns the pain, and neither owns the outcome.

That’s where Boardroom Ready Reporting steps in, to turn reports from a burden into a trusted decision tool.

Photo of reports from unsplash by Jakub Zerdzicki

What you get

Here’s what happens across six focused weeks:

  • Reporting audit
    Review of your current reports, templates, and data flows to find duplication, bottlenecks, and low-value effort.
  • Template and data design
    Build streamlined templates that automate reconciliations, reduce manual work, and ensure consistent numbers.
  • Reporting automation
    Apply tools like Power Query, Smart View, or VBA where they genuinely save time, not add complexity.
  • Metric and KPI alignment
    Redefine performance measures so reports align with how leadership actually makes decisions.
  • Board storytelling framework
    Replace raw data with clear commentary that builds trust and credibility in the room.
  • Adoption playbook
    A tailored guide to embed new reporting habits and sustain improvement beyond go-live.

Once the noise quietens, decisions get sharper

That’s the shift, from endless data reconciliation to confident board conversations that drive action.

What you’ll gain

  • Clarity and focus
    Reports that tell one version of the truth, fast.
  • Faster reporting cycles
    Days saved in data prep and reconciliation — freeing your team for value-added analysis.
  • Aligned performance metrics
    KPIs and insights that mirror executive priorities, not just data availability.
  • Confidence at board level
    Leadership trusts what they see and can act without hesitation.
  • Sustainable reporting habits
    Repeatable processes and tools that keep reports accurate and efficient long after the project ends.

Outcome: Reports your board can trust — faster, clearer, and ready for real decisions.

Picture of a light bulb with flashes of light inside it

Proven impact

  • 5-day month-end → 3-day close
  • 3-day board pack → 2-hour process
  • 42% report usage → 100%   engagement
  • Frustrated analysts → Confident, proactive teams

All achieved in real finance teams at WSP, Hologic, and Mitie.

A piece of work Amy did on an AR reporting pack was a real game changer for me. It was gruelling to pull together and regularly took days to complete. Amy was able to automate large parts and simplify those that needed to remain manual. It was for senior international leadership so accuracy and professional image was crucial which Amy covered perfectly. Easing the burden of the creation of it allowed me to spend the time saved on analysis of the data so there was a tangible value add.
Senior Manager, AR & AP

Reporting Ready Packages

Fixed one off cost, prices exclusive of VAT.

Essentials
For SMEs or single entity or region.
£5,400
Enhanced
For large businesses or multi entity and regions.
£7,500
Executive
For global businesses or complex structures.
£15,000

Ready for reports your board actually reads?

Let’s turn reporting into a strength, not a struggle.

What Happens Next

  1. Discovery Call (30 mins): A relaxed chat to understand your goals, answer questions, and confirm the right package and pricing.
  2. Proposal & Pricing: You’ll receive a proposal, review and sign if you’re ready to move forward.
  3. Kick-off: Once signed, I'll book in time to meet your team and confirm next steps, so we can get things moving.
FAQs
What we get asked frequently
What’s the difference between this and the Clarity Review?
The Clarity Review diagnoses issues; Boardroom Ready Reporting implements the fix. It’s the delivery phase: building templates, automations, and reporting structures that work.
How long does it take?
Usually six weeks from discovery to delivery, depending on your teams availability during discovery and testing.
What’s required from our team?
Short design sessions and validation checkpoints. I handle most of the build, testing, and documentation to minimise disruption.
Can we start without a Clarity Review?
If you already have a clear understanding of the issues, yes. But most clients begin with a Clarity Review to ensure automation efforts target the right problems.
How do you ensure adoption sticks?
Every engagement includes a tailored adoption guide, documentation, and handover — so your team can maintain and evolve reporting independently.