Management reporting
A monthly report covering revenue, gross profit, margin, cash and the KPIs that matter.
Level 3 of 3 · Profit and Growth Partnership
Turn financial information into action
Ongoing profit and growth support for established businesses, providing financial leadership and decision support without the statutory responsibility of a full-time or fractional finance director. It's the kind of support some business owners search for as 'fractional CFO' or 'fractional finance director'. Hermit doesn't use that job title, because the statutory responsibility that comes with it isn't part of what's on offer, but if that's the term that brought you here, you're in the right place.
- Fee
- Fixed monthly fee from £1,500
- Monthly
- Reporting, profit, cash and actions
- Quarterly
- Scenarios, priorities and decisions
The purpose is to make sure the priorities identified in the Financial Health Review are monitored, managed and acted upon, rather than simply filed away.
Monthly support
Profitability review
What has happened to margin since last month, and why.
Cashflow review
The current cash position against forecast, and what has changed.
Forecast update
A rolling forecast refreshed with the latest actual figures.
KPI and variance review
Progress against agreed measures and actual performance against budget or forecast.
Priority actions
Specific actions for the month ahead, with clear ownership.
Quarterly support
Deeper performance review
A fuller look across profit, cash and forecasting than the monthly review covers.
Scenario modelling
Updated downside, base and upside scenarios based on how the quarter has gone.
Strategic financial priorities
Revisiting what matters most for the business over the next quarter.
Progress against the 90-day plan
Checking that the agreed priorities are being delivered and adjusting them where needed.
Upcoming decision review
Major decisions on the horizon and the financial information needed to support them.
How the three levels compare
Start with the support your business needs now. Each level creates a clear route into deeper analysis and ongoing financial leadership when the time is right.
Level 1
Core Hermit Services
From £195 a month
- Meetings
- Ongoing support shaped around your business
- Between reviews
- Year-round help from Linda and the team
Level 2
Financial Health Review
Fixed fee from £2,000
- Meetings
- Completed within 10 working days
- Between reviews
- Report, 90-day action plan and findings meeting
Level 3
Profit and Growth Partnership
Fixed monthly fee from £1,500
- Meetings
- Monthly support plus a quarterly strategic review
- Between reviews
- Ongoing financial leadership and decision support
You are here
Make sure the plan becomes progress
The Partnership follows naturally from a Financial Health Review, with ongoing support shaped around the priorities and decisions in your business.