Quarry Logistics

Quarry Logistics gets its flux commentary drafted before the review meeting.

Sage Intacct

Grant Whitfield

BD7

→

BD3

Every line over 10% and $25K explained in plain words, with the transactions behind it.

Every line over 10% and $25K explained in plain words, with the transactions behind it.

BD3

Close day, down from BD7

48

Flux lines explained each month

5

Entities on Sage Intacct

The close, before and after

Quarry Logistics reviews flux with its board every month. Writing the commentary used to take most of BD5.

Sieve drafts an explanation for every line above 10% and $25K, with the transactions that drive it.

Grant Whitfield edits the drafts, signs them and sends the pack.

On record

The flux commentary is drafted before I ask for it, with the numbers that explain it.

Grant Whitfield

CFO

Locked

Period

signed

Grant Whitfield, CFO at Quarry Logistics, thinking at his desk between two monitors in warm late-afternoon light

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