Monthly reporting and advisory, scoped properly.
Placeholder copy. FigsFlow is practice management software for outsourced finance and management accounts teams. What is in the retainer is written down, the reporting cycle is visible across clients, and the advisory time that gets absorbed becomes something you can see. Replace this paragraph with approved UK copy before sign-off.
Heading up the service line, start with the retainer scope view. Delivering the accounts, jump to the reporting cycle.
Placeholder — confirm rating and review count before sign-off
- RetainersPlaceholder live engagements
- ScopeIn the letter, not in an email
- CycleReporting dates per client
- AdvisoryTracked against the fee
- RecoveryVisible before the year end
the extra call is scoped, not absorbed
Monthly reporting and advisory.
If the retainer covers the accounts and everything else arrives anyway
Placeholder copy. The reporting pack goes out on time, and around it sit the calls, the models and the questions nobody priced. The question is what the retainer actually covers, and whether the client knows it too.
What changes
What changes when the retainer says what it covers
Placeholder introduction. Summarise the three shifts an outsourced finance team notices. Replace with approved UK copy.
Scope agreed in writing
Placeholder. The engagement letter lists the reporting pack and the meetings included, so anything beyond it is a priced extra rather than goodwill.
One reporting calendar
Placeholder. Every client cycle in one view, so the week the packs are due does not depend on somebody remembering it.
Recovery you can act on
Placeholder. Time against fee per engagement, so an underwater retainer is caught during the year rather than after it.
How an outsourced finance team moves across
Define the retainer tiers
Placeholder. What each one includes.
Map the reporting dates
Placeholder. Per client, once.
Reissue the letters
Placeholder. Scope stated plainly.
Review recovery quarterly
Placeholder. Adjust the tiers.
Questions outsourced finance teams ask first
Placeholder standfirst. Four dummy questions and answers for layout purposes only — replace with reviewed UK copy.
How do we stop advisory time being absorbed into the retainer?
Placeholder answer. Describe how out-of-scope work is flagged and what the client sees.
Can we run different retainer tiers?
Placeholder answer. Explain tiering and how a client moves between tiers.
Does it track time against the fee?
Placeholder answer. Confirm what is recorded and which recovery views exist, once verified.
How does it fit with our reporting software?
Placeholder answer. Confirm what sits alongside the reporting tools and what it replaces.
See it against one of your own retainers
Placeholder closing copy. A walkthrough using a live engagement, its scope and its reporting cycle.