Services → Reporting
Financial & Management Reporting
Financial statements · KPI reporting · Budgets
Numbers you can actually run a business on, not just a return for the ATO.
Who this is for
- You only see your numbers once a year and by then it is too late
- Your bank or lender wants financial statements
- You want to know which parts of the business actually make money
What’s included
- Management accounts and reporting packs
- Profit and loss reporting
- Balance sheet reporting
- Monthly, quarterly & annual reporting
- Budgeting and forecasting
- Cash flow management
- Business performance analysis
- KPI reporting
- Industry benchmarking
- Profitability analysis
- Internal controls review
- Year-end file preparation for your tax agent
How it works
- Free 15-minute callWe scope what you need and confirm the fixed fee in writing.
- Send your informationSecure portal, guided checklist, at your own pace.
- We prepare itYou get a draft to review, with anything unusual explained in plain English.
- Approve and lodgeWe lodge, confirm, and you keep a full copy.
Common questions
What is in a monthly reporting pack?
Profit and loss, balance sheet, cash flow, your key KPIs against target, and a short plain-English commentary on what changed and what to do about it.
Is this the same as a tax return?
No. Management reporting tells you what is happening now, while you can still change it. Your income tax return is prepared separately by a registered tax agent — we hand them a clean, reconciled file so it costs you less.
Can you benchmark us against our industry?
Yes. We use ATO small business benchmarks and industry data so you can see where your margins sit against comparable businesses.
Related services
Tax Returns & Tax Planning
Every return type, lodged on time, at a fixed fee you know before we start.
From $150Bookkeeping & BAS
Your books reconciled monthly and your BAS lodged on time, every quarter.
From $350/moPayroll Services
Staff paid correctly and on time, with Single Touch Payroll handled for you.
From $8 per employee per runNot sure where to start?
Book a free 15-minute call. No cost, no obligation — we will tell you what you need and what it will cost.