Most finance firms describe what they do. This page shows you the thing itself. Below are two working sample dashboards you can click through, the rhythm they arrive on, and the standard every figure has to pass before it reaches a client.
The pack arrives by working day ten of the following month. That is a fixed commitment, not a target. Between packs, cash is allocated twice a month, you get a weekly check-in, and there is a review call with written follow-up. Nothing about the cycle depends on either side having a quiet week.
This is the view a founder-led business on the Control Pack works from. One number at the top, the protection ladder underneath it, and a plain answer to whether the month paid for itself. Click the tabs. Figures are fictional, the format is exactly what clients get.
The pack is deliberately the same shape each time. Consistency is what makes a trend visible, and a report that changes format is a report you have to relearn instead of read.
Total held, then every known liability stripped out, then the figure that is genuinely yours. The three are shown together so the gap between them is never a surprise.
How long the business sustains operations and your pay without a single new sale, measured against the real cost base rather than a best case.
A yes or a no, in words, with the amount by which it did or did not. Operating costs, tax, director's pay and reserves all counted.
Every pound given a job before it can be spent: director's pay, operating costs, VAT, tax provision and reserves, twice a month.
Category by month, with the quiet subscription drift broken out. Click any figure and the transactions behind it appear.
The actions, in priority order, each with an owner and a date. Including ours. A report that ends without a decision is just a document.
For multi-entity groups the format extends rather than changes. Nine entities, factoring facilities, weekly rather than monthly cash, and a receivables position dated to the same day as the cash. This is a separate engagement, not a version of the Control Pack, but the discipline underneath it is identical.
Both samples use fictional figures and generic entity names. Live client dashboards are confidential, provisioned per user, and are never published.
A dashboard is only worth anything if you can trust it without checking. That trust is not built by design. It is built by refusing to publish a number that cannot account for itself, and by naming what does not tie instead of quietly absorbing it into a total.
If a number cannot carry its date and its scope, it does not go on the dashboard.
That sounds obvious until you look at what it rules out. Cash from one date sitting beside receivables from another. A total that quietly includes a balancing figure nobody can source. A liquidity line that counts borrowed money twice by adding an undrawn facility to the receivables it is secured against. All common, all invisible to the reader, all fatal to a decision made on the strength of them.
This is the same discipline set out in The Control Method, applied every month rather than once at the start.
By working day ten of the following month. That is a fixed commitment rather than a target, and it is the same date every month regardless of how busy either side is.
No. Both samples use fictional figures and generic entity names. Client dashboards are confidential, provisioned per user, and never published. The samples exist so you can see the format and the standard before you commit to anything.
A dashboard, with the underlying detail available behind every figure. Clicking a number shows the transactions that make it up, so nothing on the page is a black box you have to take on trust.
It is named and quantified on its own labelled line rather than absorbed into a total. A genuine unreconciled remainder is carried as an open item with an owner until it is resolved. We do not publish a number we cannot tie to source.
Start with a 30-minute call. We will look at where you are, tell you honestly whether this fits your business, and say so plainly if it does not.