Understanding is the First Step to Success 
Understanding is the First Step to Success 
 
 
 
EVERYTHING TECHNOLOGY 
 
 
 
 
As a business owner, do you know how to answer these questions? 
 
Am I pricing my jobs right? 
Did I make more this quarter than last? 
Who are my most profitable customers? 
Do I have enough cash to make payroll? 
Who are my most, and least, productive staff? 
 
 
As a business owner, do you know how to answer these questions? 
 
Am I pricing my jobs right? 
Did I make more this quarter than last? 
Who are my most profitable customers? 
Do I have enough cash to make payroll? 
Who are my most, and least, productive staff? 
 
 
 
 
 
 
 
 
 
 
Imagine what you could achieve if you had that kind of information at your fingertips? 
 
Imagine what you could achieve if you had that kind of information at your fingertips? 
 
 
You wouldn’t have to guess about where you stand, or how to improve the operation of your business. 
 
Most business owners are fairly familiar with the basic financial reports they should be getting every month - but many are less familiar with management reports, which is where the true data goldmine lies. 
 
 

What Are Management Reports? 

What Are Management Reports? 

In a nutshell, management reporting comes under the umbrella of business intelligence, and helps business leaders make more accurate, data-driven decisions. By closely examining things like KPIs, sales staff performance, P&Ls, balance sheets, cash flow forecasts and variant analysis from previous periods, management reports give decision makers the information they need to make smart decisions. 
 
But management reports aren’t just around financial performance either. Good management reports will also look at things like staffing, health and safety, adherence to company policies, and materials prices, and highlight trends that need addressing. 
 
Management reports take all the available data that’s already within your business, pulls it together, and gives your management team a report showcasing how our business is performing on a monthly, quarterly or yearly basis. 

Why Does Your Business Need Managment Reports? 

Why Does Your Business Need Management Reports? 

Management isn’t just about making sure people are doing their jobs. It’s about understanding how every aspect of the business is performing and creating a plan to improve moving forward. And you can only do that when you have the right information to back it up. 
 
Good management reports allow you to track, analyse and report your business’ activities over a given period, giving you a clear, top down view of what’s going on. You can use them to track resource usage, see your cash flow and compare it to previous periods, and get an overall picture of the health and performance of your business. With the help of management reports, decision makers can sit down on a month by month basis, look at their targets and how they have measured up, and get to the root of why. Once they’ve done that, it’s simple to work how to rectify any issues, and recognise where things are doing well. 
We know that not everyone is a numbers person. Facts and figures can be very confusing if that’s not how your brain is wired – and even if it is, it’s very easy to get lost in the fog of numbers and miss the bigger picture. So unlike other management reporting companies, we won’t just send you a document and leave you to it. 
 
At Deerbridge Finance, we work closely with you to not only create regular management reports for you, but make sure you understand them as well. We arrange regular meetings with business owners, board members and any other relevant stakeholders and present management reports in a simple and easy to understand format. We show you where the data has come from and talk you through what it means for your business, how you’re performing against your targets, and where any potential problems might be. This approach means you are always clear on how your business is performing and where your next steps should be, so that you can take action that will make a real difference. 
 
With over 15 years’ experience in delivering high-quality management reporting, we’ve created a standardised, streamlined process to help you make the most of the information already within your business, and use it to drive your performance. 
 
 
 
If you would like to find out more about financial control 
PLEASE JUST GET IN TOUCH TODAY 
 
If you would like to find out more about financial control 
PLEASE JUST GET IN TOUCH TODAY 
 
 
 
 
Our site uses cookies. For more information, see our cookie policy. Accept cookies and close
Reject cookies Manage settings