Monthly Reporting

Each month, we provide our clients with a snapshot of how their finances are looking. Our monthly reports include all the key information for the day-to-day running of the business and long-term planning for growth.

• Profit and loss analysis
• Cash flow statement
• Balance sheet assessment
• Tax liability

As well as reporting on P&L, cash flow and the balance sheet, we tell clients how much they need to put aside each month to stay on track to meet their annual tax liability. For new clients we deliver the monthly reports in person and spend time talking through them. Once they are established, we continue to send the monthly reports and maintain quarterly visits.