Financial reports
Profit & loss and balance sheet, monthly or quarterly.
Financial reports that show how your business is going
Profit & loss, cash flow, sales, KPI and budget reports from your Xero, MYOB or QuickBooks file, monthly or quarterly.
Reports we prepare
Pick the ones you need. We walk you through them if you want. The images are samples with made-up figures.
Management reports
A short monthly pack of the numbers that matter, with notes on what changed.
Cash flow & forecasts
Where cash came from and went, and a forecast of the months ahead.
Sales reports
Sales by month, product or service, so you can see what is selling.
KPI dashboards
The handful of numbers you track: revenue, margin, cash and debtor days.
Sales by customer
Your top customers and how much each one is worth to the business.
Salesperson comparison
Sales by rep against target, side by side.
Period comparisons
End of month, end of quarter, financial year (Jul–Jun) and calendar year, including year on year.
Budget vs actual
Budgets compared with actual results, with the variances highlighted.
Xero, MYOB & QuickBooks reporting
Built in the software you already use, by Certified Xero, MYOB & QuickBooks Advisors.
Pricing
- With bookkeeping: monthly reporting is included in every package, from $495/month. See packages
- Standalone reporting: quoted to suit, in a written fixed-fee quote before we start.
Reporting questions
What reports will I receive?
It depends on what you need. Most clients get a monthly profit & loss, balance sheet and cash flow, plus the sales, KPI or budget reports that matter to them.
Can you compare financial year and calendar year?
Yes. We report by month, quarter, financial year (1 July to 30 June) and calendar year, and compare each with the same period last year.
Is reporting included in bookkeeping?
Yes. Every bookkeeping package includes monthly reporting, from $495/month. If we don’t keep your books, reporting is quoted to suit.
Which software do you work with?
We are Certified Xero, MYOB & QuickBooks Advisors and work in whichever of these you use.
Free 15-minute reporting chat
Talk to us about the reports you need. Monthly reporting is included in every bookkeeping package.