Management Reporting

Bespoke business performance reports
and KPI tracking.

Game changing oversight for growth

Bespoke performance reporting and board packs are an invaluable tool for your business. They provide the insight you need to make informed and timely decisions, whilst driving positive growth or even managing a difficult period in your business life-cycle.

We can provide monthly and/or quarterly management reports to business owners and to investors in funded start-ups. Whilst annual accounts look backwards, our management reporting service ensures you are looking at ‘the now’ as well as regular updates on key performance indicators which we identify as critical to your unique circumstances.

Are you looking for more in-depth knowledge of your business’s profitability and where all your money is going?

How we can help:

Our P&L reports will divide your income and expenditure codes into groups to easily identify where your money is going and include all required period end adjustments to reflect items such as work in progress, deferred income, accruals and prepayments, for example.

An up to date and accurate view of your assets and liabilities ensures you are always aware of the business position. Too many business owners wait until months have passed the year end to only then identify issues or strengths in the business financials.

Based on your business age, indistry and other factors, we’ll agree with you the crucial KPIs you want to track and monitor each reporting period. 

For micro-sized businesses we can provide a simply ‘snapshot’ report to include a core P&L and Balance Sheet.

For growing businesses, we provide a bespoke board level reporting package with unique KPI tracking, financial reports and tables to suit your exact needs and for delivery to external investors and banks as required.

Depending on your needs, we can deliver our management reports by email, via video call or face to face through regular meet-ups.

We can do as much or as little as you require… so why not arrange a free consultation to see if your business could benefit from our bespoke management reporting services?

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