Service
Financial reporting services
Reporting packs built for lenders, investors and boards.
Overview
Outsourced financial reporting turns your accounts into the reporting packs a lender, investor or board actually expects — prepared on a fixed schedule and reviewed by a Chartered Accountant before they reach anyone.
There's a real difference between having financial statements and having a reporting pack. A lender wants specific ratios. An investor wants the metrics that describe growth in your model, not a generic P&L. A board wants variance against the plan they approved, with an explanation attached.
Producing that from raw accounts every month is where a lot of owner time disappears. We build the pack once around what your audience actually asks for, then produce it on schedule.
What a pack usually contains
- Profit and loss with prior-period and budget comparison
- Balance sheet with supporting schedules
- Cash flow statement and a forward cash position
- Variance commentary explaining the movements that matter
- The KPIs specific to your business model
- Segment reporting by product, channel, location or client
- A one-page summary for readers who won't open the detail
Get started
Ready to stop chasing your own books?
Book a free, no-obligation call and get a written read on where your finance function stands today.
Thirty minutes · No obligation · Free financial health review