Smart Work for Smart Companies.
We build custom models used for management accounting. Save time and money on monthly management reporting by using one of our bespoke build tools in Excel. Our models roll forward each month with your actuals data from any accounting platform.
We build bespoke dashboards, summary and KPI sheets, so you can focus on the data that matter most to you.
Easily change the report dates, look back at previous months, quarters, or years. Compare this month’s performance with budget or with previous periods. Track changes overtime and keep a track of year-end projected position.
Update forecast inputs and assumptions with ease and compare the impact on your financial projections and KPIs.
Your management accounts will be fully integrated, which means your profit and loss, balance sheet and cashflow are all connected. Our reporting models are built to last and include error checks as standard.
You can purchase the model for your internal team or accountants to update. Or work with us and our team of management accountants who will manage the model and reporting process for you.
Save Time, Money, and Focus on Growth - Spend less time on reporting and more time on strategic planning.
Improved Strategy Formation and Execution - Our management accounting models can be used for more than just monthly management information reporting; they are used for decision making and strategy analysis. Comparing different scenarios or decisions.
Monitor Growth - Compare results to accurately monitor your financial growth and performance. See changes in key ratios over time.
Plan for the Future - Understanding patterns in your data will allow you to more accurately forecast your future performance, this can be an interactive process which needs a robust model.
Motivate and Execute - A great set of management accounts should back up your business plan and ensure efficient execution and timing.
Optimise your Process - When you understand your cash flow you can make needed improvements. For example, understanding the effect of increasing credit terms for customers could save the company from cash deficits.