Management Reporting

Management reports provide you with the overall picture of your businesses health. Most accounting systems provide you with individual reports for example the Profit and Loss, Balance Sheet, Cashflow Summary etc, but if you don’t know how to read and analyse the information, on top of comparing the data against previous periods, then what is the point? Chances are, you will leave it for your accountant at the end of the year to tell you where you went wrong, or could have improved.

At Austral Cloud Bookkeeping, we are about active planning rather than knee-jerk reactions. So to assist you throughout the year, there are a few ways we can provide management reports.

Management Report

  1. If you are using Xero Accounting Software, they have a great management report (overview as shown below). It compiles all of your data and puts it in a beautiful summary for us to be able to analyse and then improve. We like to provide this management service either Monthly or Quarterly so that together we can work towards improving your cashflow and growth whilst maintaining healthy debt ratios.
  2. Fathom Screen 1If you require a more comprehensive management report, there is a fantastic product on the market called Fathom. This is a program that is used by advisers to track their client’s businesses and catch potential issues before they arise. The information is fed in from the accounting system such as Xero, MYOB, Quickbooks or even an Excel spreadsheet and creates a magnificent report that not only compares your business against previous periods, it also compares your business to the ATO benchmarks set for your particular industry.

Fathom screen 2From there we can set KPI’s and goals in a user friendly format and work with you and your team to implement and monitor them. When you are putting these procedures in action you are going to be armed for success and growth!

Fathom screen 3

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