Custom management reports, KPI dashboards, CFO support, and forecasting services. Turn raw financial data into actionable insights for your clients and stakeholders.
Our management reporting team transforms raw financial data into clear, decision-ready insights. We combine accounting expertise with Power BI, Tableau, and Excel advanced modelling to deliver the reporting your clients deserve.
Our Reporting & CFO Services
- Monthly / Quarterly Pack: P&L, balance sheet, cash flow, commentary, and KPI dashboard delivered 5-7 business days after month-end close.
- KPI Dashboards: Power BI / Tableau dashboards with real-time P&L, AR/AP, payroll, and industry-specific KPIs (gross margin, utilization, billable hours, etc.).
- Budget vs Actual: Variance analysis with narrative explanations, root cause analysis, and corrective action recommendation.
- Cash Flow Forecasting: 13-week and 12-month rolling cash flow forecasts with scenario analysis (best/base/worst case).
- Budgeting & Forecasting: Annual operating budgets, quarterly re-forecasting processes, and board-level financial presentations.
- Virtual CFO: Part-time CFO services including board reporting, investor updates, financial modelling, pricing decisions, and strategic financial advisory support for growing businesses.
Industries We Serve
Real estate, professional services, SaaS/subscription businesses, healthcare, hospitality, construction, manufacturing, e-commerce, retail, and not-for-profits. Each engagement includes industry-specific KPIs and benchmarking reports as standard.
