make better business decisions with ReaL time management reporting and financial modelling

All successful businesses know you need to have your finger on the pulse for making the right decisions. That means having access to the most up-to-date numbers for your business. Most failures of the businesses are due to running out of money. This happens because there is a difference between profit and cash. Having access to regular management information in real time, and an understanding of the difference between cash and profit, will help you to avoid this.  And it will help you to build a more successful and profitable business.

How our Real Time Management Reporting helps - Every month or quarter – you choose – we produce detailed management reports for you and help you to understand and interpret the numbers. You benefit from up-to-date financial information which will help you understand exactly what your current situation is and trends and analysis to help you make better business decisions and improve your profits.

As you would expect from us, we’re not like other accounting and bookkeeping firms. We don’t charge hourly rates, because that’s not fair.  Instead we give you a fixed price right up front so you can plan and budget. Not only that, we also know that every business is different. Your business is unique. So what we do is give you a choice of different packages so you can choose the one that best meets your needs. And each of those packages can be further tailored so you get exactly what you want. Payment is by monthly recurring payment, which helps you to spread the cost. You only pay for as long as you see real value… if you want to stop the payments just let us know and then cancel your recurring payment. You are in complete control.

ROCKET Reporting

This is the best option for ambitious business owners who want to work closely with their accounting professional, get access to our rolling forecasting helping you predict the future and comprehensive structured support and advice.


turbo reporting

This is our most popular option because you get valuable reports to help you manage your business and on going support from one of our account managers helping you understand your numbers and make the best decisions.


booster reporting

This option is best for those business owners who are on a tight budget and want an introduction to the benefits of regular management reports.

STANDARD MANAGEMENT REPORTING PACKAGES

rocket reporting

turbo reporting

booster reporting

Dedicated account manager
Reviewing your Trial Balance
Health check
Maximise your tax deductions*
Summary management reporting
Unlimited email and telephone support
Full periodical management reporting
Financial dashboard
Business review meeting
Precision accounting with accruals and prepayments
Expense monitoring and advice

Unlimited

5 key expenses

Pre-Year End Tax Planning Meeting
Profit improvement resource centre

* For most businesses we usually identify at least £1,500 of additional allowable business expenses that often lie unclaimed.

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advanced Reporting

We offer advanced options with our Full and Premium reporting packages that help you, not only understand whether you are making money, but also why, and what we can improve on to create more profits and a happier working environment.

Our Advanced Management Reporting is fully customisable to your needs – each element of the service can be included or not included depending on the level of detail you need.

advanced MANAGEMENT REPORTING OPTIONS

Included

Visual, clear reporting layouts

Included

Departmental Profit and Loss Account

Optional

Balance Sheet

Optional

Rolling Cashflow Forecast

Optional

Monitoring your targets and budgets

Optional

Non-Financial KPI’s

Optional

Financial KPI’s

Optional

Profitability forecast

Optional

Strategy Day

Optional

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Additional Services

 
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