Management Reporting and Analysis Services

Redefine how you look
at your business

How well is my business performance?

Am I pricing my products/services right?

Can I afford to hire a new employee?

Where should I invest my marketing dollars?

Always got bogged down in the above questions? If you want to take the guesswork out of managing your company, management reporting is the first place to start.

What we can do for You

We help you to see the big picture without losing sight of the details

Getting the numbers right on reports is one thing. Knowing what to do with them is another. The majority of accountants are pretty good at checking your data and then put the right number into the right box so that the Tax Man doesn’t come knocking on your door.

But what sets us apart is that we bring out the story behind the numbers. Financial reports aren’t done just to tick a box, they tell you valuable information about what has happened in your business.

Numbers and analytics are important for your business because they help you understand:

  • How you’ve done
  • Where you’re heading
  • What you need to change

By incorporating data and analytics into every part of your business, we provide business owners with the insights they need for faster and better decision making. Simply put, our aim is to help businesses thrive, not just survive.

We can assist with all of the following:

Month end/quarter end tidy up

Depending on your level of engagement, we review and tidy up your financial records on a regular basis to ensure your accounts are clean and up to date.

Keeping up a clean set of accounts can get you prepared for tax planning, reduce the risk of error, as well as enable you to make effective decisions and plan for the future.

Preparation of management reports

Our management reports can be customised to your needs. These reports provide valuable information to help you understand your business performance and facilitate your decision marking.

Dashboard and KPI reporting

Like a car dashboard, the objective of dashboard reporting is to provide an at-a-glance view of the key drivers of business performance.

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Humans love patterns and so we turn numbers into a visual format that is easy to read, remembered and understood. Visualising data is often the fastest way to identify trends and patterns that lead to new or deeper insights.

Variance analysis

Identify causes of significant variances between:

  • current and prior periods; or
  • actual results and budget

Variance analysis can help in rectifying mistakes, keeping track of your revenue and costs and thus improving operational efficiency.

How our Management Reporting and
Analysis service works


We’ll work with you to design the content of management reports and/or dashboards, and develop the important ratios/ KPIs based on your industry, size and business goals – so that you’ll be able to focus on the right numbers.


We use a combination of analysis techniques, such as ratio, trend and variance analysis, to analyse your business performance and identify key trends.


We discuss the results with you and offer advice on how to achieve your business goals and talk about any challenges you are facing.


We present our insightful management reports and analysis in a visually appealing way through data visualisations and infographics, allowing you to have a clear picture of your business performance and KPIs at a glance.

After all, we’ll make sure that the compliance and red tape work is completed in a timely fashion, but more than that, we will bring a deeper understanding to the numbers and what the numbers mean for your business.

We make the numbers work for you.