Financial reporting and advisory services

Make better management decisions with help from our financial reporting and advisory team

Want to make better management decisions and identify opportunities for business improvement? Our financial reporting and advisory team is here to help. We work closely with owners and stakeholders from all types and sizes of businesses to design and deliver easy-to-understand reporting tools to give a clear picture of how your business is performing.

Our reports are fully customisable and are created with your key stakeholders in mind. For example:

  • headline reports for your investors;
  • detailed reports for your operations team;
  • technical reports to meet your bank governance requirements;
  • budget holder reports for your department heads.

The right KPIs to help you achieve your business objectives

We start by helping to identify the right key performance indicators to help you achieve your business objectives. We work closely with you and get to know your business. We then build a reporting package linked to your accounting system that is accurate, up-to-date and accessible at the push of a button. If your accounting system doesn’t give you the information you need, our software advisory team can set you on the right path.

Financial/non-financial reporting packages

Financial reports and FP&A services include presentation packages, management accounts, budgets, forecasts, cash flow projections and analytics. Meanwhile, non-financial reporting covers website stats, sales projections and employee data among others.

We design and deliver your reports in the format and timescales you need. Our advisory team helps you identify evidence-backed recommendations to support you on your business journey, including helping you improve your business credit limit and gain better access to funding. We can even attend your meetings and present to your stakeholders. Contact our financial reporting and advisory team today to see how we can help.

Lead contact

Partner – Head of Outsourcing
Nicki Savill is a partner heading up the firm’s outsourcing team, supporting businesses of all sizes and stages in their evolution. She brings over 25 years of experience and broad industry knowledge spanning real estate, fintech, professional services, and the hospitality and nonprofit sectors, to name a few. Nicki has grown an onshore and offshore… Read more

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