Monthly reporting
A pack that opens with what changed and what needs a decision, then shows the numbers behind it. Same structure every month, so you learn to read it in two minutes.
PRICED BY THE HOUR OR FLAT
$50 to $80
An hour, or built into a flat monthly fee. Most clients take reporting as part of an ongoing engagement rather than on its own.
Book a free 30-min callYou are probably here because one of these is true.
Which version you need.
What changes between these is who reads the pack and what they need to decide, not how accurate the numbers are.
Management pack
- P&L, balance sheet, cash flow
- Ageing both ways
- Written commentary first
Same day each month
Management and KPI pack
- Everything in the management pack
- KPIs chosen around how you actually run
- Budget variance, absolute and percentage
- Segment P&L by brand, division or site
- What needs a decision, on the front page
The usual shape
Board pack
- Everything above, in board format
- Comparatives and trend on every measure
- A written summary that survives being forwarded
Monthly or quarterly
What is in, and what is not.
Included in every reporting engagement
- P&L, balance sheet and cash flow, on a consistent basis every month
- Three to five sentences of commentary on what changed and what needs a decision
- Open items and decisions on the front page, never the back
- Receivables and payables ageing, with what has been chased
- Budget variance showing both absolute and percentage, with the sign convention stated
- KPI reporting built around how your business actually runs
- Segment P&L by brand, division, site or business line
- Period, basis, preparation date and preparer on every page
Not included
- Forecasting and scenario work. Reporting looks backwards. Forward-looking sits with Virtual CFO
- A view on what you should do about it. We report and flag; forming a recommendation is CFO work
- Statutory or filed accounts. Your practitioner prepares those from books we keep ready
- An audit or any assurance opinion
- Bookkeeping. Reporting sits on top of a ledger someone has to keep
Five stages, and it lands on the same day every month.
A pack with no narrative is data delivery rather than a finance function. The commentary is written first and the tables support it, not the other way round.
What you have at the end.
Named artefacts, not adjectives. Everything below is something you can open, forward or hand to a third party.
WHO DOES THIS WORK
A named senior accountant
ACCA-qualified · Reporting department · Reviewed by Quality Assurance
Reporting is prepared by an ACCA-qualified senior accountant and checked independently by quality assurance before it reaches you. The same senior accountant who owns your engagement writes the commentary, so it is written by someone who knows what happened rather than assembled from a template.
$50 to $80 an hour, usually inside a monthly fee.
Reporting is rarely bought on its own, because it sits on top of a ledger someone has to keep. Where it is added to an existing engagement, it is quoted as part of the flat monthly fee rather than billed separately each month.
Price your ongoing bookkeeping insteadQuestions we get asked.
P&L, balance sheet, cash flow, receivables and payables ageing, and revenue summaries, with commentary at the front on what changed and what needs a decision. Every page carries the period, the basis, the preparation date and who prepared it.
Because a pack with no narrative is data delivery, not a finance function. Three to five sentences telling you what moved and what needs deciding is the part you would otherwise have to work out yourself, and it is the part a spreadsheet cannot do.
Yes. We use class tracking to produce separate P&Ls per brand, division or business line, and location tracking where a business operates from multiple sites. For genuine consolidation across entities we handle inter-company elimination as part of the close.
No, and that is deliberate. The same structure on the same day is what lets you spot a trend rather than re-reading the layout. If something needs to change we agree it once and then hold it.
Yes, and we would rather do that than hand over a standard set. The useful measures for an e-commerce brand and a construction contractor have almost nothing in common.
We flag what needs a decision and quantify it. Forming a view on which way to go is CFO work and sits at the next level. The line matters: we will not blur reporting into advice you have not engaged us for.
More on reporting people actually read.
Case studies are anonymised and figures are banded. Nothing here identifies a client.