Accounting & Consulting
Management Reporting
Statutory accounts look backwards and arrive once a year. Management reports give you the figures you need to run the business while there is still time to act.
We prepare concise reporting packs built around the numbers that matter to you, with commentary that explains what changed and why.
What's included
Profit and loss by periodResults compared with last month, last year and budget.
Cash flow viewWhere cash came from, where it went and what is coming up.
KPI dashboardThe handful of measures that drive your business, tracked over time.
Segment reportingResults by branch, product line, project or customer group.
Written commentaryPlain-language notes on what changed and what needs attention.
Review meetingA regular call to walk through the numbers and answer questions.
Who it's for
- Owners who want a clear monthly picture
- Boards and investors who expect regular reporting
- Businesses with several branches or product lines
- Companies preparing budgets or seeking finance
How it works
Agree the pack
We agree the reports, KPIs and timing that suit your business.
Collect data
We draw figures from your accounts and other systems.
Prepare and review
We build the pack and check every figure for consistency.
Discuss
We present the results and agree any actions with you.
Frequently asked questions
Once your books are up to date, reports are usually ready within the first two weeks of the following month. We agree a fixed timetable with you.
Yes. We can compare actual results with your budget and update forecasts each month.