Monthly Financial Reporting Procedures

Finance > Monthly Financial Reporting Procedures

Authorised by Chief Executive Officer

Revised Date: 21 November 2017

 

Financial Reports are to be prepared for the BOM each month, with full Financial Reports to be prepared in October, February and June.  These full financial reports for each area are to include all accruals such as AL Provision, LSL Provision, depreciation and stocktake figures for Seawinds Nursery.

 

Following approval by the Finance Sub-Committee, a summary report is presented to the following BOM meeting.

 

The following reports are to be prepared for the Finance Sub-committee.

 

1.   Profit and Loss for whole of organisation with explanations and breakdown for each area

2.   Balance sheet

3.   Report on any significant items

 

Financial reports will be provided to Managers following presentation to the BOM in July, November and March.