Fractional CFO Success Story🚀
Francesco Gualano
I created a consolidated monthly reporting package: it includes an income statement with a detailed classification of costs, a balance sheet and cash flow statement for each entity. A separate worksheet is used for intra-group and consolidation adjustments. It can be used from 2+ entities with detailed or condensed information for C-level or investors' reporting.
It also allows to follow actuals vs. budget.
It allowed to shorted the monthly reporting from 10 days to less than 5 days, and both investors and consultants during a financial due diligence process appreciated the clarity and level of details.
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Posted Nov 29, 2024
I created a consolidated monthly reporting package for 2+ entities, consisting of a BS, IS, CF, budget vs. actuals, and lowered reporting time from 15 to 4 days
