Management accounts and board pack
Monthly management accounts against budget and last year, with balance checks, a KPI page and a board report that leads with the decisions the board needs to make.
Finance teamsWhat a board pack needsDocument in the pack
Profit and loss against budget and last year
✓Management accountsMonth and year to date
A balance sheet that balances
✓Management accountsFlags any difference and checks retained earnings
A cash flow that agrees to the bank
✓Management accountsIndirect method, checked to balance sheet cash
Key measures at a glance
✓KPI pageRated against targets you set
A clear report from the CFO
✓Board reportPerformance, cash, risks and decisions needed
The pack out on time
✓Checklist and timetableA week before the meeting
Who it's for
CFOs, finance directors and financial controllers reporting to a board or investors each month.
Last checked
Checked in October 2026.
