REPORTING & PLANNING
Clear numbers. Better decisions.
A structured reporting and planning package on top of your core accounting. Management accounts, budgets and cash forecasts, delivered monthly or quarterly for you, your board and your investors.
Discuss your reporting
A rhythm that fits your stage
01
Monthly
For growing teams that need a close view of performance, cash and runway every month.
02
Quarterly
For earlier-stage companies that need a regular financial review and a clear plan for the next quarter.
03
One agreed scope
We agree the reporting pack, key measures, timetable and fixed fee around your stage of growth.
THE PACKAGE
From your accounts to your next decision
A consistent set of outputs, built from the accounting we already manage. You can see what happened, how it compares with the plan and what comes next.
01
Management accounts
02
Budgets and financial planning
03
Budget vs actual variance analysis
04
Cash-flow and runway forecasts
05
Board and investor reporting pack
06
Performance commentary and review
How the package works
Built on your core accounting
Start with our monthly accounting package. Reporting & planning adds the management information and forward view, with a clearly agreed scope.
A consistent monthly or quarterly cycle
We agree a reporting timetable, prepare the pack, explain movements against budget and review cash and priorities with you.
Designed to grow with you
The core approach stays consistent. We review the detail and frequency as your business, board or investor requirements change.
Choose your reporting rhythm
Discuss your needs