Clearer monthly reporting

The intake notes identify clearer monthly reporting as a client priority. A reporting redesign is documented in an anonymized case summary. The specific work proposed for Cedar & Finch remains subject to scope agreement.

Finance systems review

The draft review scope is available for discussion. It is a draft, not an agreed scope of work.

Practical implementation planning

The intake notes identify a practical implementation plan as a client priority. The exact deliverables, responsibilities and timing for Cedar & Finch have not been confirmed.