Business Advisory
Board Reporting & KPI Analysis
Good governance requires good information. PHC & Associates prepares professional monthly board reports and KPI dashboards that give your leadership team a clear, structured view of business performance — so every board meeting is informed, efficient, and focused on the right issues.
1000+
Clients Advised
CPA
Certified
Monthly
Board Packs Delivered
What's Included
Everything Covered in This Service
Monthly board pack preparation — P&L, balance sheet, cash flow summary
KPI dashboard design and monthly update
Budget vs actual variance analysis with written commentary
Rolling 12-month trend charts and performance graphs
Risk register and action item tracking
Non-financial KPI reporting (headcount, utilisation, NPS etc.)
Executive summary — plain-English narrative on key performance drivers
Board meeting preparation and pre-read document management
Why It Matters
Why This Matters for Your Business
Understanding the value of this service helps you get the most from it.
Boards Can Only Govern What They Can See
Without structured reporting, board meetings become conversations rather than decisions. Professional board packs ensure the right information is in front of the right people.
KPIs Create Accountability
What gets measured gets managed. Clearly defined KPIs with monthly tracking create accountability across the leadership team and drive consistent performance improvement.
Variance Analysis Surfaces Problems Early
Budget vs actual reporting identifies underperformance weeks before it shows up as a cash flow problem — giving the board time to act rather than react.
Investor and Lender Confidence
Regular, professional board reporting demonstrates governance maturity — which builds confidence with investors, lenders, and other stakeholders.
Structured Meetings Produce Better Outcomes
Boards that work from a consistent, well-prepared report pack consistently make better decisions in less time than those working from ad hoc presentations.
How It Works
Your Step-by-Step Process
A clear, structured process so you know what to expect from start to finish.
KPI Framework Agreed
We work with you to define the 8–12 KPIs that matter most to your business.
Report Template Designed
A board report template is built and agreed in the first month.
Monthly Preparation
Reports are prepared within 5–7 business days of month end.
Commentary Written
Plain-English commentary is added to explain variances and highlight issues.
Board Pack Distributed
Reports are delivered as a polished PDF board pack before each meeting.
Continuous Refinement
We refine the report format as your business and governance needs evolve.