
PER MONTH
Monthly Performance Reports
Budget vs Actual Tracking
Cash Flow Forecast (12-week)
Monthly Advisory Meeting
RECOMMENDED
FROM
PER MONTH
Monthly Performance Reports
Budget vs Actual Tracking
Cash Flow Forecast (12-week)
Rolling 12-Month Financial Forecast
KPI Dashboard (Custom Setup)
Cost & Margin Analysis
Monthly Advisory Meeting
Strategic Planning Quarterly
Pricing Strategy Review
Offer/Service Profitability Review
Team Efficiency Audit
Sales/Marketing ROI Review
Strategic Finance Function Build
Capital Structure / Wealth Sequencing
FROM
PER MONTH
Monthly Performance Reports
Budget vs Actual Tracking
Cash Flow Forecast (12-week)
Rolling 12-Month Financial Forecast
KPI Dashboard
(Custom Setup)
Cost & Margin Analysis
Monthly Advisory Meeting
Strategic Planning Quarterly
CFO Sprint Calls (as needed)
Board Pack & Presentation
Exit/Acquisition Planning
Pricing Strategy Review
Offer/Service Profitability Review
Team Efficiency Audit
Sales/Marketing ROI Review
Strategic Finance Function Build
Capital Structure / Wealth Sequencing

CONTACT US
14 Wormald St., Symonston,
ACT, 2609
EMAIL & PHONE
PH (02) 6189 0707
OFFICE HOURS
Monday – Friday: 9am – 5pm
Saturday – Sunday: Closed
© 2025 Mclean Leslie & Champion
