Accounting

Management Accounts & KPI Reporting

Monthly numbers you can actually act on.

In one sentence

The five or six numbers that really run your business, translated into decisions you can make this week.

Why this matters

Statutory financial statements are for the taxman and the bank. Management accounts are for you — they tell you, in your own words, how the business is really going and what to change before month-end.

What to expect

1. We pick the numbers that matter

Together we choose 5 to 8 numbers that actually drive your business — gross margin per product, days to collect cash, cost per unit, occupancy, cash runway.

2. Monthly pack

A short PDF: this month vs last month vs same month last year, budget vs actual, and a 90-day cash forecast.

3. Monthly call (optional)

A 30-minute call with your accountant. We walk through the pack and agree three actions before the new month starts.

What you provide

  • Access to your books (or let us do them — see Bookkeeping)
  • Your budget or targets (we can build one if you don't have any)
  • Non-money numbers that matter: units sold, staff count, hectares planted, etc.
Timeline

Monthly. Pack in your inbox by day 12 of the following month.

Deliverables
  • Management accounts PDF (5–7 pages)
  • KPI dashboard with trend arrows
  • 90-day cash-flow forecast
  • Action list from the review call

Real example

Case study · Farai — poultry producer
Scenario

Farai knew his total sales but not his cost per bird by house. Feed was 68% of his cost and climbing.

Outcome

The new pack broke feed cost down per house. House 3 was 14% worse — a broken feeder was replaced. He got his money back in 11 days.

Jargon buster

KPI
Key Performance Indicator — a single number that tells you if things are on track.
Gross margin
What's left after you take the direct cost of a sale away from the price you charged.

FAQs