Management Reporting

Monthly reporting that gets read, understood and acted on.

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What this involves

Clear monthly reporting that shows performance, cash flow, profitability and the areas that need management attention.

Most growing businesses get accounts eventually. Getting them on a date you can plan around, with the balance sheet reconciled and someone able to explain what moved, is a different thing. We produce a monthly pack to a fixed timetable and walk you through what it means while the month is still worth acting on.

What you get

What’s included

  • Monthly management accounts pack, produced to a fixed date
  • Profit and loss compared with prior month, prior year and budget
  • Balance sheet with a supporting schedule behind every material line
  • Written commentary on what moved and why
  • The two or three things that need your attention this month
  • A review call to walk through the pack and agree actions

Alongside this

Related services

Finance Function Review

Before you spend money on systems or hires, it helps to know what is actually wrong. We look at your finance function as it runs today, talk to the people doing the work, and tell you plainly where it holds and where it will break as you grow, with the gaps ranked by what they cost you.

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Reporting Accuracy Reviews

Decisions made on wrong numbers are worse than decisions made on no numbers, because they arrive with false confidence. We test your recent management reporting against source: reconciliations, revenue cut off, accrual treatment and the error patterns we see most often. You find out what is wrong before it shapes a decision.

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Month-End Close Process

A close that takes six weeks is not a reporting problem, it is a process problem. We map what actually happens now, find where the time goes, and rebuild it as a calendar with owners, deadlines and a checklist. The target is a close date you can put in the diary and then meet.

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Bank & Balance Sheet Reconciliations

The balance sheet is where errors hide. Old differences get carried forward, control accounts drift, and by year end your accountant is unpicking twelve months of it. We reconcile every material balance monthly, clear the history rather than rolling it forward, and keep a schedule behind each line.

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Financial Controls

Controls in a growing business are usually informal, which works until the person holding them is on holiday. We put in approval routes, authorisation limits and review checks that suit the size of your team, documented so they survive someone leaving. Enough structure to catch errors, not so much that it slows you down.

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Not sure which you need? The strategy call maps it in about twenty minutes.

Where does your finance function stand today?

A short conversation will tell you whether this is the right place to start, or whether something earlier in the sequence needs fixing first.

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Strategic finance advisors for businesses that have outgrown bookkeeping and their accountants.

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