Measure your performance and reach your goals

Our Financial Planning and Analysis service is designed to help you measure the performance of your business and monitor progress towards achieving your goals/

Cloud Management Reporting

Rather than a set of accounts just once a year, you receive a fully reconciled set of accounts with a report pack containing your profit and loss account, balance sheet and cashflow with variance analysis either to a prior year or budget. We also include a full ratio analysis with and graphical representations of the key performance indicators of your business and their trends over the last year. All our customers get access to a Health-check dashboard to monitor key KPIs.

We also offer a premium service, whereby you can include bespoke reports of any aspect of your business that you may wish to monitor from one period to the next, such as, Average Revenue per Customer, Product Mixes and Margins, Team costs, web site clicks etc.

Budgets and Forecasts

We believe that every business should have a 3 year financial budget to plan where you want to be heading. This gives direction to the board and the entire team as to what the business is trying to achieve so you are all working in sync.

We’ll also create, manage and update a rolling 12 month 3 way forecast of profit & loss, cashflow and balance sheet so you
always know what the future financial performance and position of the business looks like, based on what we already know today (committed sales and costs). This is about bringing the future into the present so you can do something about it.

Financial Performance Report

A detailed review of the performance of your Business over the last 5 years. This detailed report will include graphs and charts to illustrate how you have performed and ratio analysis to highlight your strengths and weaknesses. The report also contains a sensitivity analysis to calculate how much more successful and profitable your business could be.

Benchmarking your business

We will carry out a detailed benchmarking review to measure the performance of your business against other businesses within your sector. Our summary report will highlight those areas where improvements can be made to your profitability and cash flow position. We will have a short meeting to discuss the areas in which you could make improvements which may have a significant effect on your profits.

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