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Templates, checklists and commentary for the monthly report
Practical notes on the monthly management report: the sections a package needs, the checks before it goes, and how to write the commentary a client actually reads. Every example company and figure is invented, and every method works as well in a spreadsheet as in Magic MIS.
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Every article, from commentary to the trial balance
Management accounts commentary: the three-part rule, with 12 rewrites
Every line of commentary needs the number, the comparison and the reason. Twelve weak lines rewritten on one invented company's month, from revenue to the closing line.
ReadMonthly financial reporting package template: eight sections in order
The eight sections of a monthly financial reporting package, in the order owners read them, with a worked example and the five mistakes that get a package ignored.
ReadMIS report format for a UAE company, page by page
A monthly MIS for a UAE company in seven pages: summary, P&L, balance sheet, cash and bank, receivables ageing, KPIs and commentary, and what a UAE report must get right.
ReadBoard report template for small business in Australia
Six financial sections for an Australian small-business board report on the July to June year, with a worked example, a one-page summary to copy and the usual mistakes.
ReadHow to write variance commentary, in five steps with examples
Pick the variances that matter, label them favourable or adverse, and give the reason, not the direction: five steps, a worked example against budget, a sentence to reuse.
ReadManagement accounts checklist: 20 checks in four stages
Twenty checks across closing the books, building the report, reviewing for sense and sending the pack, with the three that catch most errors and a missing-ledger example.
ReadVirtual CFO monthly report template for many clients
Seven sections a virtual CFO can use for every client, how to choose each client's KPIs, a worked example, and how to keep the report from eating the month.
ReadTrial balance to management accounts in five steps
Export the trial balance, place every ledger on a reporting line once, add the lines up, run the checks, then add KPIs and commentary: each step with a worked example.
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