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A sample monthly board pack

See exactly what a CFO-grade monthly board pack looks like: CFO summary, P&L against budget, cash bridge, KPI scorecard and decisions. Illustrative data.

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The short answer

A CFO-grade monthly board pack contains a one-page CFO summary, P&L against budget with commentary, a cash bridge and runway, a traffic-light KPI scorecard, and a list of decisions for the board. It should arrive within about 10 business days of month-end.

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Sample Monthly Board Pack

Sample monthly board packIllustrative · Sample Pty Ltd

September 2026: CFO summary

  • Trading: revenue A$412k (budget A$398k, +3.5%). EBITDA A$58k (budget A$61k) due to two unbudgeted hires starting early.
  • Cash: A$1.18M closing. The 13-week low is A$905k in week 5 after the Q1 BAS and annual insurance.
  • Risk: one customer is 19% of debtors and 74 days overdue. A payment plan has been agreed, with the first instalment due 20 October.
  • Ask of the board: approve a A$250k debtor finance facility as a buffer for the Q4 hiring plan.
A$000ActualBudgetVarYTDYTD budget
Revenue412398141,1961,170
Cost of sales(238)(233)(5)(701)(684)
Gross profit1741659495486
Employment costs(84)(72)(12)(238)(216)
Overheads(32)(32)0(97)(96)
EBITDA5861(3)160174
Cash bridge, SeptemberA$000
Opening cash1,214
Operating cash flow61
Increase in debtors(48)
Payday Super & PAYG withholding(31)
Capex(18)
Closing cash1,178

Runway: 14.2 months at the current burn. Base, downside and upside scenarios are on page 7 of a full pack.

KPITargetActualStatus
Gross margin41%42.2%On track
Debtor days4051Off track
Revenue per FTE (annualised)A$190kA$183kWatch
Pipeline coverage (next qtr)2.5x2.8xOn track
Staff turnover (annualised)<15%11%On track
  1. Approve a A$250k debtor finance facility (recommended: yes, with no drawdown planned).
  2. Approve a 4% price increase for renewals from 1 January (modelled impact +A$96k EBITDA).
  3. Defer the Brisbane office lease decision to the November board, pending pipeline confirmation.
Method

How it works and how to use the result

This sample uses an illustrative services company. Every CFOSurge Fractional CFO engagement includes a board pack in this format, tailored to your KPIs, with the data refreshed by CFOAvatar.

FAQs

Frequently asked questions

Can I use this format for my board?

Yes. Use the five-section structure. We're happy to share a blank template. Just ask.

How long does a board pack take to prepare?

With clean books and automated data, 1–2 days of CFO time. Without them, much longer.

Who should present the board pack?

Your CFO, alongside the CEO, so directors can question the numbers directly.

Last updated 15 October 2026 · Uses Australian rates and rules published at that date. Estimates only; not financial or tax advice.

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