Regular up-to-date information is vital to success. Each month my clients receive a one page summary showing your financial results and comparisons with your budget and last year. This info is tailored to your own particular requirements and as well includes key non-financial indicators.
Each section is flagged with "traffic lights" so you can see at a glance if any problems are arising and where you are travelling well.
If you would like to down load a PDF of this sample chart