Client Testimonials

Bob Taber & his staff have looked after our financial needs since 1986. His expertise & diligence have always been greatly appreciated, we are so lucky. Many thanks.

As a widow I am very satisfied and very confident knowing all my financial investments and accountancy affairs are looked after.

 

We are extremely pleased and satisfied with the service we have received. The staff are always friendly & helpful. "A breath of fresh air!!"

Been a client since the 1960's and always been very happy in all Cutcher & Neale have done.

We have a productive, personalised & professional relationship with our contacts at C&N. They go above & beyond to provide service that is excellent (timely, accessible & open). Thank you so much.

8 Key Steps to Financial Planning & Reporting Workshop

A practical hands-on workshop on developing a system for snapshot reporting.
This system will narrow down large amounts of practice data for monthly reporting and assist you in setting practice Key Performance Indicators (KPI).

Suited to managers of both large and small practices who are reporting or would like to report on practice data on a regular basis.

You will leave this three hour seminar with a workbook full of information and the ability to refine your your practice reporting skills.

We will be stepping through the 8 key steps to successful financial planning and reporting which are:

            Step 1  Identify
            Step 2  Improve and Restructure
            Step 3  Success Factors
            Step 4  Budget
            Step 5  Verify
            Step 6  KPI Report
            Step 7  Communication
            Step 8  Improve

Our objective is to provide you with an in-depth understanding of the 8 steps required to improved financial planning and reporting. This will give you a clear understanding of what Key Performance Indicators (KPI) are and work through the development of a live case study.

We encourage you to write down all your ideas from the day and those of others around you to assist you in implementing your own financial planning and reporting system.


Missed out on this seminar?
If you like to find out more information about the topics covered in this seminar, please click here to contact Cutcher & Neale.