Close & reporting
Board packs
A board pack for a Saudi company, built from the same closed books as your monthly management reports, covering financial performance, KPIs and cash runway, delivered with enough lead time to read before the meeting, whether the board sits entirely in Riyadh or includes a MISA-licensed foreign shareholder.
Management report
Illustrative client · August 2026
SAR
| Line | Aug | Jul | |
|---|---|---|---|
| Revenue | 142,380 | 131,904 | +10,476 |
| Cost of sales | (51,260) | (48,115) | (3,145) |
| Gross profit | 91,120 | 83,789 | +7,331 |
| Payroll | (46,300) | (45,900) | (400) |
| SoftwareNoted | (6,480) | (5,490) | (990) |
| Rent | (8,000) | (8,000) | 0 |
| Other operating | (9,215) | (9,870) | +655 |
| Net income | 21,125 | 14,529 | +6,596 |
Reviewer's note
Software is up on last month after two seats were added mid-month. Revenue includes one milestone invoice that will not repeat next month.
Illustrative. An example of the document, not a client's figures.
The number a director remembers from last time
Nothing undermines a board meeting faster than a figure that does not match what the same director saw three weeks earlier in a different spreadsheet. The pack is pulled from the same closed ledger behind your KPI dashboard and management report, so there is only ever one version of this month's numbers in circulation.
What actually goes into it
A financial summary covering profit and loss, balance sheet and cash position, a KPI page set against the last few quarters and whatever targets the board agreed, a cash runway or burn view for a business still spending outside capital, and a short page naming the actual risks and decisions in front of the board that day.
A mixed-ownership board sees both shares
Where Saudi or GCC shareholders sit alongside a MISA-licensed foreign shareholder around the same table, the pack can show the Zakat share and the corporate income tax share of the result on their own lines next to the consolidated figure, so no director walks away assuming one number tells the whole story.
Timed to be read, not skimmed in the room
You set how many working days ahead of the meeting the pack needs to land, and it arrives on that schedule rather than the night before. A senior reviewer reads it against the underlying ledger first, working inside whichever accounting file the company already runs, whether the board sits entirely in Riyadh or spans a wider GCC group.
Questions
Frequently asked questions: Board packs
How far ahead of the meeting does the pack land?
On whatever schedule you set, typically several working days ahead, so there is real time to read it before the meeting rather than during it.
Can the pack separate the Zakat share from the tax share for mixed ownership?
Yes, where Saudi or GCC and foreign shareholders sit in the same company, each ownership share's result can show next to the consolidated figure.
Does it cover cash runway for an externally funded company?
Yes, a runway and burn view is included where the business is funded and tracking toward a specific target.
Can it follow a template our shareholders already use?
Yes, we build inside a template you provide or the format your shareholders already expect.
How far ahead of the board meeting is the pack ready?
The pack is built to a schedule you set, typically several days ahead of the meeting so there is time to review it first.
Can the pack match a template our board already uses?
Yes. We work from a template you provide or from the format your investors expect.
How do we get started with board packs?
Getting started with board packs begins with a short review of your current records and software access. Once that is done we confirm scope and timing in writing, and ongoing work begins on the schedule agreed with you.
What if our records for board packs are not up to date?
If your records are behind, we scope a catch-up first so board packs starts from a clean, reconciled base. That catch-up is priced and timed separately from the ongoing engagement, so you always know what each part costs.
Related services
- Close & reportingKPI dashboardsA small set of metrics that actually run the business, tracked month over month in one place instead of scattered across spreadsheets.
- Close & reportingBudget vs. actualActual results lined up against the budget every month, with the gap explained in plain language rather than left for you to work out on your own.
Industries
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.