Management Reporting

“What gets measured gets managed.” - Peter Drucker

It’s essential that you measure your financial results and key drivers in your business. Otherwise, you can’t implement meaningful improvement strategies and achieve your business goals. 

Management Reporting 

Your monthly Management Report will provide a snapshot of your results, ensuring you understand your financial position and have accurate and up to date information to base your decisions on. If you want to regularly monitor the key drivers in your business and financial results to ensure you’re on track to achieve your goals, this service is essential! 

We’ll start with an initial meeting to determine which drivers to measure and ensure you understand how to interpret your reports. Each month we’ll send your report and follow up with a 15 minute momentum call to discuss your results, identify areas for improvement, and set actions to ensure you’re on track to achieve your goals. 

By undertaking Financial Awareness Coaching you’ll develop the knowledge and skills to identify burning issues and address them effectively.

Key benefits of having a Business Planning session: 

  • Establish Key Performance Indicators for your business and set achievement targets

  • Receive a customised monthly management Report to regularly measure your performance

  • Access a visual dashboard summary of multiple reports, enabling you to quickly interpret your results

  • Implement best practice monitoring to enable better decision making

  • Develop the discipline to prioritise reviewing your results each month and identify areas for improvement

  • Understand the factors that impact your results so you can develop strategies to maximise your results

Call us and we’ll help you take control of your financial situation.