Management reports
Give me sight beyond sight.
To make good decisions, you need management reports with good, easy to digest data, regularly. It's that simple.
We see some business with no management reports and we see some with very complex and impressive looking reports, but often the issue is the same. The decision-makers are not able to digest the relevant information they need to answer important questions about the business.
We look at your business to understand what you are trying to achieve, we work with you to find answers to questions you could have.
- Which jobs did I make money on this year, and how can I get more jobs like that one?
- At what point should I hire more staff?
- How do I know when we might run out of cash
- How much stock should I hold?
- How much credit should I give my clients?
- What is our break-even or burn rate?
We can find out what’s important to you and suggest a way to monitor and report on it. We can also provide reports that are easy to digest, in that they are not pages and pages of numbers but are much more visual – which is often helpful to creative minds.
Frequently Asked Questions about management reports
We can deliver reports at whatever cadence suits your business planning needs. We also make it appealing with lots of visuals, instead of just numbers.
Typical content includes revenue, expenses, net profit, cashflow position, project performance, utilisation metrics, and customised KPIs relevant to your creative business.
Statutory accounts focus on compliance with Companies House and HMRC, while management reports give actionable insights for running your business day-to-day and planning ahead.
Management reports are different than financial forecasting but the data in your reports feeds directly into cashflow forecasts, budgets, and strategic modelling so you can plan with confidence.
Absolutely! We provide narrative insights and recommendations so you understand not just the numbers but what actions to take โ without the jargon.
WallsMan Creative tailors reports to your sector and priorities, whether that's project profitability, retainer health, or seasonal cashflow patterns.
Short answer: no. We work with Xero โ an accounting software โ and pull the data we need for your reports.
Set-up is rapid! Once we link to your accounting data and confirm KPI requirements, we can deliver your first report in 1-2 reporting cycles.
That's up to you! We can prepare PDFs, dashboards and/or slides for you. After that, it's all about you, so you can share your insights with your team or partners.