A CFO pack every month · Lesson 3 of 8

Your first review reads your business

1:27 · Captions: English, Arabic, French and Chinese.

A new adviser spends weeks asking about your business. Snappy CFO starts from what you've already recorded.

What you'll learn

  • Read your first review
  • Watch the walkthrough
  • Check your business lines

Step by step

  1. The first full review — A week after her close day, Salma's first full review is here — every month since she started her books, read in one go.
  2. Decisions for you — The decisions that are hers come first, each with an amount and a date.
  3. The walkthrough — She can watch it in a few minutes — with captions in Arabic, Chinese or French, too.
  4. What it understood — The review opens with what it understood: three ways Oasis Line earns — villa renovations for home owners, fit-outs for developers, and maintenance contracts with schools.
  5. A to-do: the business lines — It also asks her to check one thing: how it split her revenue into those lines.
  6. Fixed once, confirmed — Where it guessed wrong, she fixes it once. Call-out repairs are part of her maintenance work, not a business of their own — so she moves them across, drops the extra line, and confirms. Every report from now on splits her revenue her way.
  7. Which line makes money — And here's the page owners wait for. Because her developer jobs run as projects in Snappy PM, it can see their costs: villa work keeps about 38 of every 100 dirhams, developer fit-outs about 20 — and it says plainly what's still missing before she prices on it.

Her business, read from her own records — and corrected by her once. Next: the monthly pack.