Management Reporting

Why we developed this service.

“What gets measured gets managed.” – Peter Drucker

If you aren’t measuring your financial results and the key drivers of your business, you can’t properly manage them or implement meaningful improvement strategies.  The better you understand your business, the easier it will be to make more money or reduce your working hours.

Our Management Reporting service will help you stay on track to achieve your goals.  Your monthly Management Report provides a snapshot of your results, forcing you to take time out from working in your business to get perspective of your financial position and determine the best actions for improvement.  

Having accurate and up to date information to base your decisions on is key.  We want to help you to better understand and interpret your numbers and enable your success.

Who should use this service?

If you want to regularly monitor the key drivers in your business and your financial results to ensure you’re on track to achieve your goals, this service is essential.

What is involved?

You’ll attend an initial meeting, lasting no longer than two hours, where we’ll: 

• Determine the five most important Key Performance Indicators (KPIs) for you to measure
• Create your custom monthly Management Report
• Ensure you understand how to interpret your management report each month
• Identify the best way to collect key data for your report

Each month we’ll send you a copy of your Management Report then follow up with a 15 minute momentum phone call to discuss your results.  We’ll help identify areas for improvement and set actions for you to complete prior to the next month to ensure you’re on track to achieve your goals.

When should I start?

Any time is a good time to undertake Management Reporting.  The better you understand your financial results and their implications for your business, the more informed your decision making will be.