Numbers you can make decisions with.
Monthly, quarterly and annual financial statements, custom dashboards and management reports, prepared from books we’ve already reconciled.
A report is only as good as the books underneath it. Because we keep and reconcile the books first, the statements and dashboards we prepare start from numbers that have already been checked.
We build the reports around the questions you actually ask: where margin went, which costs moved, and what cash will look like next quarter.
Works in QuickBooks Online, Xero and Zoho Books.
What’s included
- Monthly financial statements
- Quarterly and annual financial statements
- Custom financial dashboards and reports
- Management information (MIS) reporting
- Cost analysis
- Commentary on the movements that matter
How financial reporting and MIS works with us.
Work you hand off at the end of your day is handled during ours, reviewed, and ready when your office opens.
Agree the pack
We confirm which statements and measures you need, and how often.
Close the period
Books are reconciled and adjusted before any report is prepared.
Prepare
Statements, dashboards and MIS reports are built and reviewed.
Deliver
Your report pack arrives on the schedule you agree.
Who it’s for.
More capacity for client work.
Hand us financial reporting and MIS for your clients. We work in their files, follow your review process and stay behind the scenes, so your team can focus on review and advisory work.
One less thing on your desk.
Get financial reporting and MIS done by Chartered Accountants at offshore cost, with a named team that knows your business and multi-level review on every deliverable.
Financial reporting and MIS: common questions.
Something else? Ask us directly.
Which reports will we receive?
Typically a profit and loss statement, balance sheet and cash flow statement each period, plus any custom dashboards or management reports you need.
Can reports be tailored for lenders, investors or a board?
Yes. Custom financial dashboards and reports are part of the service, so we can match the format and measures your audience expects.
Do you also keep the books?
We can, and it’s the most reliable way to get accurate reports. If your books are kept elsewhere, we’ll review and reconcile them before reporting.
Let’s meet each other.
Tell us how your books are kept today and where the work piles up. In a free consultation we’ll walk through what we’d take off your desk, how the handoff would work and what it would cost.
+91 99036 74496