01
The pack takes too long
Figures are rebuilt from exports every month, leaving little time to explain what changed.
Specialist service · Financial Reporting & Analysis
Management reporting that explains the numbers.
We build monthly management packs, budgets, forecasts, and cash flow views, then explain the variance. The aim is a pack you can read, trust, and act on.
Request a quoteScoped per projectUK · US · Remote
Common starting points
The problem is rarely the tool.
The issue usually begins with an unclear objective, a process nobody owns, or work that is not measured against the outcome.
02
Variance has no explanation
The report shows a gap to budget but not whether price, volume, mix, or cost caused it.
03
Forecasts go stale
The model is updated once a year and no longer reflects the current pipeline or cost base.
What you get
- A monthly management reporting pack
- Budget, forecast, and cash flow models
- Variance analysis by price, volume, and mix
- Margin, pricing, and scenario views
Tools we use
- Excel
- Google Sheets
- Power BI
- Looker Studio
- SQL
Chosen to fit the process and the team that will run it.
How the work runs
- 1
Agree the reporting questions
- 2
Assemble and reconcile the figures
- 3
Model scenarios and explain variance
- 4
Deliver the pack and walk through it
Remote delivery for UK and US businesses
Based in Gujrat, Pakistan and working remotely with clients across the UK, US, and worldwide. Communication, access, review points, and handover are agreed before work starts.
Frequently asked questions
Do you prepare statutory accounts?+
No. We handle management reporting and analysis. Statutory accounts, audit, and tax filings stay with your accountant.
Can you work with our existing accounting system?+
Yes. We work from exports or access to the accounting, billing, and CRM data, then reconcile the totals before reporting.
Do you build the model in Excel?+
Usually, because finance teams need to see and challenge the assumptions. Larger datasets can be modelled in Power BI or a database.
How long does a reporting pack take?+
A focused management pack is usually scoped at two to four weeks. The timeline depends on the sources, history, and number of views.
Related guides
Practical reading before you start.
Use these guides to clarify the reporting question, data requirements, or process before scoping a project.
Reporting·4 min read
Variance analysis: price, volume, and mix
Price, volume, and mix explain most revenue and margin gaps. A worked example shows how to split the variance and reconcile it to the total.
Finance·5 min read
Building a 13-week cash flow forecast
A 13-week cash flow forecast shows whether the business can meet its commitments week by week. Build it from invoices, payment terms, and dated commitments.
Reporting·5 min read
How to structure a management accounts pack
How to build a management accounts pack that answers the questions a management team actually asks, in a running order they can follow.
Finance·4 min read
Management accounts vs statutory accounts
Management accounts guide decisions during the year; statutory accounts report the year that has ended. Here is how they differ and when each matters.
Reporting·5 min read
Rolling forecasts vs annual budgets
Annual budgets and rolling forecasts do different jobs. Keep the budget as a fixed baseline and refresh the forecast on a constant horizon.
Financial Analysis·5 min read
Financial ratios every small business owner should understand
A plain-English guide to the profitability, liquidity, leverage, and working capital ratios that reveal how a small business is performing.
Next step
Start with the decision you need to improve.
Tell us what is slow, unclear, or unreliable. We will reply with the right service, a realistic scope, and a clear price.