What I do
I prepare a weekly finance view for the owner. I report; I never move money or touch the books.
A day in my work
- 01
Pulls the week's invoices and payments
- 02
Summarises cash position and open receivables
- 03
Sends Anthony a one page view Monday morning
Try it
Mock weekly finance view
sample doc
Where this fits in your business
The owner sees the numbers weekly without opening the accounting software.
