Monthly management report and key performance indicators
Annual budget and budget-vs-actual comparison
13-week cash-flow plan
Profitability by product, branch or project
Bank loan files and financial statements
Periodic reports for investors and partners
Advice on pricing and cost structure
Statutory statements are prepared for the tax office; running your business needs a different view. Seeing in advance which products or customers make money and when cash will get tight is the strongest foundation for growth.
We turn your accounting data into a management report with simple charts and a few key indicators, and review it with you every month.
Who is it for?
Growing SMEs, businesses with multiple branches or product lines, companies seeking loans or investment and managers who must report regularly to partners.
How we work
Goals: We discuss which decisions you need to make and which data supports them.
Report design: We build a one-page report template tailored to you.
Monthly cycle: After closing, we prepare the report and walk you through it in a short call.
Action: We suggest concrete steps for any deviations.
Questions about this service
How is a management report different from financial statements?
Financial statements follow a statutory format and look backwards. A management report uses indicators specific to your business and focuses on future decisions.
Do you need to keep my books for this service?
No, but when we keep your books the reports are faster and more consistent.
Which documents does a loan application need?
It varies by bank, but typically recent financial statements, an interim trial balance and certificates of no tax or social security debt. We prepare the full file.
