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Get to grips with your financials and improve your business performance

Business Financials Advice

Business is about turning ideas into profits. We'll show you how to get comfortable with your financials and cash flow planning. So you're in control, have every number you need at your fingertips and stay on track for success.

Design and implement a set of KPIs to steer your business

Do you know the right metrics you need to monitor to ensure your company is on the right track? Is your team clear on what they need to focus on to deliver the results you want? We can help you put in place a clear and practical reporting system that works seamlessly with your business strategy and puts you in control.

Driver view to the speedometer at 59 kmh or 59 mph, on a road blurred in motion, night fal

Who this is for

  • I'm launching a startup and I need mechanisms to focus my team on the tasks that will take us to our milestones; or

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  • As my business becomes more complex I find it harder to direct my team without resorting to micro-management; or​​

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  • I'm frustrated that my staff spend their time on small issues rather than the key priorities that are crucial for reaching our goals; or

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  • I want to be able to communicate our strategy to my staff in a practical way they can relate to 

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What we'll do

  • Clarify your high level objectives and strategy

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  • Do an in-depth workshop with you to identify your company's critical success factors

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  • Design a reporting system to identify when KPIs miss targets with a trigger for corrective action 

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  • Present provisional findings for discussion

 

  • Submit final report with recommendations

 

  • Give you the support you need to implement your KPIs

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What you get

  • Better control of your business

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  • Staff understand clearly how their daily work fits into your high level strategy

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  • Staff are able to work more autonomously while focusing their efforts closely on your priorities

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  • Staff are more engaged and motivated 

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  • No more frustrating micro-management

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  • Better financial results 

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Analyst team utilizing BI Fintech to analyze and pointing at financial dashboard paper off

Design a financial reporting dashboard

Does your management reporting information give you the clear and concise information you need to make the right decisions? Is it tied in to your financial and operating metrics? We can help you create a straightforward and useful dashboard that will show you what’s happening where. So you’ll be able to take swift action and get close to your goals.

Who this is for

  • Our management reporting pack doesn't make clear what's important and what's not, so it doesn’t lead to action; or

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  • Our management reporting pack is not particularly useful — its information is not clear enough for me to make decisions​

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What we'll do

  • Determine high level objectives with you

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  • Identify your most crucial financial performance metrics through an in-depth workshop with you

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  • Design dashboard format

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  • Present provisional findings for discussion

 

  • Submit final dashboard design

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What you get

  • Clear reporting of your key financial metrics (and operating metrics if you capture and target them)

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  • Better able to spot emerging positive or negative trends early

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  • Improved accountability of managers for results

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