Advisory HQ
A board packet
people actually read.
Owner, family, and investor boards need the same thing: a clear picture of the camp before the meeting starts. We build the reporting, help set the policies, and can run the finance part of the room.
- Who it is for
- Camps with an owner, family, or investor board.
- On its own?
- Yes. You do not have to move your accounting to us to do this work with us.
Showing for
Pick your camp type and this page will speak to it.
Board-ready reporting
The board packet as a deliverable.
Enrollment against last year, revenue by line, cash through the offseason, and the two or three decisions in front of the owners. Short enough to read, complete enough to decide on.
Governance and policy
Rules written before they are needed.
Spending authority, owner draws, reserves, and how big decisions get made between family members or investors. We help put them in writing so summer does not stall waiting for a signature.
Meeting facilitation
Decisions made on the numbers.
We can present the finances, answer the questions, and keep the conversation on what the numbers say, so the meeting ends with a decision rather than another meeting.
Inside a board packet
Four pages, read before the meeting.
01
Where enrollment stands
Sessions filled and deposits in, against last year.
02
How each line is doing
Revenue and cost by session, day camp, and rentals.
03
Cash through the offseason
The months ahead, and when the low point comes.
04
The decisions
What the board is being asked to decide, and the numbers behind it.
Related
The rest of Advisory HQ
Buying and Selling a Camp
The camp, the land, and the program as one decision.
Capital Project Advisory
Cabins, dining halls, and waterfronts, planned before the shovel goes in the ground.
Fractional CFO
A camp financial officer in the room when the decision is big.
Budgeting and Forecasting
Forecasts built from the deposit curve and camper weeks.
FinOps Assessment
A real review of your books, in writing.
Next door
Accounting Operations
A board packet is only as good as the monthly close underneath it.
Next step
Send us your last board packet.
We will tell you what we would keep, what we would cut, and what your board is missing.