Services / Financial Analysis and Reporting
Financial Analysis and Reporting
KPI dashboards, margin and pricing analysis, and a short monthly report on how the business is doing.
Sales are up. Why does it feel like we are making less?
The kind of question this service answers, using your own records and numbers.
Monthly report, September
ExampleMargin slipped on catering orders: ingredient costs rose and prices did not. Worth reviewing the catering menu next month.
Who it is for
Owners who receive financial statements from a bookkeeper or accountant but do not use them to make decisions, or who suspect some products, services or customers are not paying their way.
Common problems it solves
- You get a profit and loss statement each month but do not know what to look for in it.
- Prices were set years ago and have not kept up with your costs.
- You cannot say which products, services or customers make the most money.
- Decisions get made on gut feeling because the numbers arrive too late or in the wrong shape.
What you get
- A KPI dashboard with five to eight measures that matter for your type of business, built on tools you already use.
- Margin analysis by product, service, location or customer, so you can see where profit comes from.
- A pricing review that compares your prices with your actual costs and shows the effect of changes.
- A monthly report of one or two pages: what changed, why, and what to look at next.
How the process works
Pick the measures
We agree on the handful of numbers that tell you whether the business is healthy.
Connect the data
We pull from your bookkeeping, POS and bank records. No new software is required to start.
First analysis
We deliver the margin and pricing analysis and walk you through what it shows.
Monthly reporting
Each month you get the dashboard update and a short written report.
Talk it through with us
Tell us a little about the business and what you need. We will reply to set up a short call. There is no obligation.
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