Financial Reporting
Get key monthly numbers to drive a better business
Timely and accurate financial reports should play a key role in the decision-making process of any business. Many businesses only get accurate reports once a year from their accountants, months after a significant change occurred.
We can prepare simple but incisive reports – monthly or quarterly – that will tell you what is working, and importantly – what isn’t working and why. These reports can help you track key numbers like Labour Productivity, Gross Margins, Expenses and more – and we can get these results to you within a week of a month end.
Don’t find out too late when the bank balance flashes red – get more control over your business now!
Why you should make regular reporting part of your management regime:
- Most businesses have a few key numbers that show if they’re on track or not – do you know yours?
- Know if you are getting results every month – just watching the bank balance can hide big problems till it’s too late
- Understand if you are getting the right contribution to profits from your staff
- Know where you really stand for cash
- Feel in control and on top of your business!
Typical reports:
- Profit and Loss showing a proper Gross Profit
- Margins on Labour and/or Materials
- Labour to Sales or Gross Profit Dollars
- Cash Position – what you owe vs bank and owed
- Cashflow Projections
- Payroll Analysis
- Reporting options to get timely insights into business performance
How we work with you
Talk to us about what you want to track and why, and we will come back to you with a very affordable proposal to deliver that reporting either monthly or quarterly.
This service doesn’t need to cost very much to provide great value, for many businesses it can be as little as $100 per month for some simple reports.
For business that want more comprehensive reports, we can prepare more complex reports, with more data manipulation and KPI’s. We work with accountants or business coaches to give you the numbers that matter – in time to take action
We are confident that our books and returns are up to date, delivered on time, and meeting our compliance obligations leaving me time to focus on other important business matters.
My accounts were in a mess before we engaged Sheree. Now we are totally organised! Sheree is very efficient and easy to work with. Thanks Sheree!
The role of bookkeeping has grown to reflect the changing needs of our business, and Swag Bookkeeping is now an integral part of our operations.
It certainly takes the pressure off me and I feel I can put a lot of trust in to Sheree and what she does for me and my business. What takes her a few
hours would take me days.
We would have no hesitation in recommending Swag Bookkeeping for their friendly manner and professional service.
Swag Bookkeeping have worked alongside Blick for a number of years. Professional, reliable and notably have saved us money and by bringing effective financial process to our business.
I reached out to Sheree and she could not do enough to help my friend’s son.
She is an amazing bookkeeper and individual that will make a difference to your business!
Sheree has been doing my bookkeeping now for 2 years including my constantly unbalanced trust accounts. Sheree is always on time. Sheree’s professionalism and attention to detail are outstanding.
We have found that Sheree and her team offer fantastic value for money tailoring a solution to suit our needs. Swag goes above and beyond. If you are a trade-based business their knowledge of the additional government funds such as co-invest is highly regarded and can save you time and benefit your staff.
If you provide us the information we need as requested, we guarantee lodgement of your BAS and IAS by the due date.
We promise to respond to your a question within 4 hours and most will be resolved within 12 hours.
You will be supported by a team of bookkeepers and not dependent on just one person.
We will adapt our services to meet the changing demands of your business.
We will proactively look for improvements and efficiencies that help to pay our way.
Give us one month to prove that you made the right choice in bringing us into your business OR PAY US NOTHING (limited to standard bookkeeping, not remedial work).
