Walk into every board meeting already knowing the answers.
You have investors, a board, or a bank that wants numbers, and pulling the pack together each month eats days you do not have. A board pack should tell you what happened, why, and what to do next. Annabel built these packs as a Finance Director for 16 years, is an AAT Licensed Accountant, and replies within one working day.
- A monthly board pack that reads like a decision brief, not a data dump
- KPIs and cash runway tracked so you see problems early, not at year-end
- Plain-English commentary on what the numbers actually mean
- Delivered within five working days of month close, every month
No long-term contract. There is a three-month settling-in period, and if it is not working after that you leave with clean books and nothing outstanding.
Get a free quote
Fees scoped to your situation. Reply within one working day, from Annabel.
What our clients say
★★★★★
Business Advice That Saved Thousands
“offering amazing business advice & has saved me thousands!”
★★★★★
Clear Even If You Don’t Speak Accounts
“clear communication made everything easy to follow, even for someone who does not naturally “speak accounts.””
★★★★★
Helps You Understand Your Finances
“Annabel’s energy, passion, and genuine desire to help people understand their business finances really shine through in everything she does.”
★★★★★
Support That Set My Mind At Ease
“the support and advice I have had has been extremely helpful and has set my mind at ease”
Board meeting on Thursday. Numbers not ready.
The month has closed and you are still stitching together spreadsheets the night before. The pack shows what happened but not why, and definitely not what to do about it. Your board asks about runway and you are guessing. It is a lot of work for a document nobody quite trusts.
- Days lost each month building a pack by hand from scattered spreadsheets
- Numbers that show the past but say nothing about the next decision
- Runway and KPI questions from the board that you answer on instinct
What a proper board pack looks like
A pack that lands on time, ties out to the accounts, and reads like something a Finance Director would take into the room. The numbers are there, but so is the story: what moved, why it moved, and the call in front of you.
- One board pack, built for you, ready within five working days of month close
- Commentary that connects the numbers to the decision on the table
- Cash runway and the KPIs your board watches, tracked every month
- A fixed monthly fee agreed up front, scoped to your situation
What business owners say
Owners who wanted more than tidy books came for the advice and the way the numbers finally made sense to them.
She has fixed so many lazy, unprofessional mistakes by my old accountant by being so meticulously thorough, offering amazing business advice & has saved me thousands!
Her support and knowledge have been superb, and I now see her as a vital part of my business and its continued growth.
What goes into the monthly pack
Each pack is built around the decisions you and your board actually make, not a template someone else designed.
Management Accounts, Interpreted
Profit and loss, balance sheet and the trends behind them, delivered within five working days of month close. Not just the figures but what changed and why. You read the pack once and know where the business stands.
Every monthKPIs & Cash Runway
The handful of metrics your board actually watches, tracked consistently month to month. Cash runway front and centre so funding and hiring calls are made on facts, not hope. Trends you can act on before they become problems.
Tracked monthlyCommentary & The Next Decision
Plain-English notes that explain the numbers and point at the choice in front of you. This is the part most packs skip, and it is where 16 years as a Finance Director shows. You walk into the meeting with a view, not a spreadsheet.
FD-level inputNot one good month, a pattern
From salon owners to first-time company directors, the common thread is straight answers and numbers that finally make sense.
Saved Me Thousands, Fixed Old Mistakes
“She has fixed so many lazy, unprofessional mistakes by my old accountant by being so meticulously thorough, offering amazing business advice & has saved me thousands!”
Now A Vital Part Of My Growth
“Her support and knowledge have been superb, and I now see her as a vital part of my business and its continued growth.”
Set My Mind At Ease From Day One
“the support and advice I have had has been extremely helpful and has set my mind at ease knowing that any problems or queries I have will be handled or answered.”
Built by someone who has sat in the board seat
A board pack is only as good as the person who understands what the room needs. That is where the experience matters.
Written From The Board Seat
Annabel spent 16 years inside growing businesses, including as a Finance Director, presenting to boards and investors herself. She knows which numbers a board leans on and which ones are noise. The pack reflects that.
On Your Desk In Five Days
Management accounts and the full board pack land within five working days of month close, every month. No waiting until the meeting is a week away. You get time to think before the room does.
A Pack People Actually Read
The commentary is in plain English, aimed at helping you decide rather than proving anyone clever. Board members who do not live in the numbers can follow it. So can the ones who do.
From first call to first pack in four steps
The heavy lifting sits with us. Your job is mostly to tell us what your board cares about and let us build around it.
Free Discovery Call
A free 20 to 30 minute call with Annabel about your business, your board, and what your current reporting is missing. No script, no pitch deck. You get an honest view whether or not you go ahead.
Tailored Proposal
A proposal scoped to your situation, with a fixed monthly fee agreed up front. It covers the metrics, cadence and format your board actually needs, not a standard tier. No surprises.
We Set It Up In Xero
We connect to your Xero, agree the KPIs and design the pack. Remote onboarding, handled by us, wherever you are in the UK. You review a draft and tell us what to sharpen.
Walk In Prepared
Each month the pack arrives within five working days of close, decision-ready. You stop building it and start using it. Board meetings become about the next move, not chasing the last one.
“Friendly, supportive and very quick to respond to any queries or sort advice. I would 100% recommend.”
Things owners ask before starting
What actually goes into the monthly board pack?
A typical pack covers management accounts (profit and loss, balance sheet), the KPIs your board tracks, cash runway, and plain-English commentary on what moved and why. It is built around what your board and investors ask for, so the exact contents are agreed with you on the discovery call. The point is a pack that supports a decision, not one that just reports the past.
How much does board reporting cost?
There is no published price list, because a board pack for a business with investors is a different job to one for a bank facility. Fees are scoped to your situation on the free discovery call and then fixed as a monthly fee agreed up front. You will know exactly what you are paying before anything starts.
Our numbers are a bit of a mess. Can you still do this?
Yes, and it is common. Reliable board reporting needs clean, current books underneath it, so if there is a backlog or errors we sort that first, and we are honest about that catch-up work on the call. Once the foundation is right, the monthly pack runs like clockwork.
Am I tied into a long contract?
No long-term contract. There is a three-month settling-in period so we both know the fit is right, and after that either side can walk away. If you leave, you go with clean books and nothing outstanding.
Do you work with our existing accounting software?
The board packs are built on Xero, which runs in the cloud, so we can work with you anywhere in the UK. If you are on other software we will look at a migration to Xero as part of setup. Bank feeds and integrations mean the underlying data stays current between packs.
Can the pack help with funding or bank conversations?
Yes. A clear board pack with cash runway and consistent KPIs is exactly what a bank or investor wants to see, and Annabel has sat on the presenting side of those conversations. Where funding is the goal we can align the reporting with what lenders and investors expect.
Stop building the pack. Start using it.
Book a free 20 to 30 minute call with Annabel. We will talk through what your board needs and how a monthly pack could look. Honest advice whether or not you go ahead.