Independent FP&A consulting for U.S. businessesBetter decisions begin with better finance.
DONE-FOR-YOU FP&A / BOARD AND EXECUTIVE REPORTING

A board pack with a point of view

The board needs a coherent performance story and the decisions management wants to make. The Schlott Company can produce and maintain this work as an agreed client deliverable.

Request Board & Executive Reporting ↗
WHAT WE DELIVER

Defined outputs. Clear ownership.

01

Executive performance scorecard

02

Board-ready slides and commentary

03

Drivers, risks, and decision summaries

04

Recurring reporting calendar and review workflow

SERVICE DELIVERY

How the work runs

We agree on deliverables, source data, review responsibilities, and the timing of updates before work begins. The service is built around your operating and reporting requirements.

Typical engagement cadence

Quarterly or agreed cadence

What we need from your team

Approved financial results, operating metrics, leadership narrative, and presentation requirements

Review and ownership

Named contacts, agreed assumptions, and a review and approval step for outputs.

START WITH SCOPE

Let’s discuss what you need delivered.

Tell us what you need, how often you need it, and what information is currently available.

Request a short 30-minute conversation ↗
BEFORE YOU ENGAGE

Know what happens next.

01

Tell us what you need

Select the service, frequency and desired timing. No financial statements are needed in the initial inquiry.

02

We define the scope

We review data availability, deliverables, responsibilities, approvals and a realistic schedule.

03

Agree on the engagement

Work begins after the scope and commercial terms are agreed, with named points of contact.