Management Reporting Service

Consistent management reporting is vital for business success. Tracking key metrics and comparing actual results to forecasts helps you spot trends, seize opportunities, and mitigate risks.

Every business needs a solid reporting process—ideally from day one, but it’s never too late to start and gain valuable insights!

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ADVISORY SOLUTIONS

Management Reporting Service

 

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 on which to base your decisions. This service is essential 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!

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.

Key benefits of having a Management Reporting session:

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

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

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

  • 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

Contact us today to discuss how we can help you better understand your financial results and their implications for your business so your decision-making is more informed.

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TESTIMONIALS

What our clients say

  • C Norman, Norman Plumbing Pty Ltd

    “Rebecca has been amazing to work with. She has been extremely professional and reliable. Her knowledge of XERO software is outstanding! I could not run my business without her.”

  • K Britter, Fitness Addix

    “Great service, and extremely happy with everything can’t recommend highly enough.”

  • B Colubriale, Elevate Your Thinking

    "To have someone so experienced, knowledgeable and trustworthy doing my bookwork has taken a large burden off my shoulders. Rebecca not only runs an amazing business but she also has my best interests at heart, making suggestions along the way around how I can improve my efficiencies and strategies and nothing is ever too much trouble. Thanks Bec!"

  • G Daely, The Brow Loft

    “Couldn't recommend Rebecca enough! She's super thorough, organised and reliable. I didn't have a clue of how to manage my finances for my business but Rebecca guided me every step of the way and structured everything super clear!”

  • Shew, JS Limitless Pty Ltd

    "Thanks, Rebecca for your awesome bookkeeping services. Handing control of my money management over to someone else was a big thing for me. Rebecca has been reliable, detailed, and super responsive and will always deliver. I highly recommend her services!"

  • R Cumming, Urban.io

    Rebecca from The Kartel Solution has been excellent to work with. Was able to gather up all our existing accounting processes with one session and has taken over all our ongoing financial administration requirements. As a Xero specialist we have found Rebecca was able to advise us on how to automate certain processes and save a lot of time in manual processing which has been awesome. Would highly recommend The Kartel Solution to anyone.

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BLOG LIBRARY

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