Financial Performance Reporting — What You Receive

Numbers alone don’t tell the story. Our management pack explains results in plain English and highlights the few actions that matter this month.

  • Profit and loss reporting with month-on-month and year-to-date comparisons
  • Balance sheet plus key ratio highlights and movement notes
  • Cash flow report and short-term forecast for planning
  • Variance analysis with next-step recommendations
  • Delivery schedule you can rely on — weekly, monthly or quarterly

Accurate Financial Report Preparation — Our Process

  • Reconcile first: bank, payroll and control accounts are brought current
  • Review coding: GST, tracking and account mapping are checked for accuracy
  • Post journals: accruals, prepayments and adjustments are documented with workpapers
  • Compile & explain: statements are produced and insights summarised for decisions

Need ATO compliance covered as well? See our BAS & Compliance services.

Reports in Xero, MYOB or QuickBooks

Whether you run Xero, MYOB or QuickBooks, we customise layouts and automate delivery. As a result, stakeholders get the right financial report on time — every time.

Explore platforms: Xero · MYOB resources.

When to Use Our Financial Reporting Services

  • Lenders or investors require current financial statements preparation
  • Owners need a monthly management pack to guide decisions
  • Year-end is approaching and your profit and loss reporting needs a second look
  • Growth or cash pressure calls for tighter financial performance reporting

Related services

Keep day-to-day records tidy with our Bookkeeping Service. Need payroll handled? See Payroll Management Services. For urgent clean-ups, try Emergency Bookkeeping.

Ready for Clear, Reliable Financial Reports?

Book a quick call. We’ll review your needs and recommend the right cadence — monthly or quarterly — and provide a sample pack on request.

Talk to a Reporting Specialist

Financial Reporting — Frequently Asked Questions

P&L, balance sheet and cash flow statements, plus supporting journals and accountant-ready workpapers. We also provide a short commentary and action list.

Within five business days of receiving complete data. Urgent turnarounds are available where needed.

Yes. We tailor layouts, KPIs and variance views for owners, boards and lenders, and we can schedule automatic delivery.

Absolutely. Our statements include clean workpapers and notes so your accountant can move straight to advice and tax.

Xero, MYOB and QuickBooks. We can also help you switch platforms if needed.