Customer, product & service profitability
Understand how customers, products and service lines contribute to the business’s bottom line.
BUSINESS & ACCOUNTING · BUSINESS PERFORMANCE
Management
Reporting
Management accounting and reports to understand profitability, manage costs and compare performance with your plans.
Discuss management reportingCampbelltown · Established in 2010HOW WE HELP
See what is driving
the result.
For business owners and managers who need financial information to support operational decisions.
KPA provides management accounting and reporting support, including performance monitoring, budgeting, cash flow analysis and ratio analysis. We discuss the questions you need the reports to answer and the information behind them.
SUPPORT WITH THIS SERVICE
Administration & overhead costs
Plan and control administration and overhead costs through flexible use of variable budgets.
Rolling forecasts
Update the financial outlook through rolling forecasts as the business position changes.
Performance against plans
Compare actual performance with financial budgets and plans, supported by relevant cash flow and ratio analysis.
- 01 / FOCUS
Identify the decisions and performance questions.
- 02 / ANALYSE
Work through the available data, budgets and forecasts.
- 03 / REVIEW
Discuss what the reports show against your plans.
KEY CONSIDERATIONS
A budget and a forecast serve different purposes.
A budget sets out what you plan to earn and spend. A forecast uses current information to estimate what may happen next. Comparing actual results with these plans helps identify the areas that need attention.
BEFORE WE TALK
A useful starting point.
Start with the business decisions you are making and the reports you currently receive. This helps identify which analysis would be useful.
Contact KPA before sending financial records or sensitive documents.
Records to have in mind
- Current accounting records and management reports
- Existing financial budgets, plans and forecasts
- Sales and cost information by customer, product or service where available
- Administration and overhead cost information
- The reporting period and performance measures you use
- Specific profitability, cash flow or planning questions
COMMON QUESTIONS
Before you enquire.
Can you look at customer or product profitability?
Yes. The reporting service includes analysis of how customers, products and service lines contribute to the bottom line, using the information available.
Can you help with budgets and rolling forecasts?
Yes. KPA’s service includes variable budgets, rolling forecasts and comparisons of actual results with financial budgets and plans.
Is this the same as annual financial statements?
Management reports focus on the information you need to manage the business and compare performance. KPA also provides interim and annual financial statement preparation as a related service.
TALK TO KPA
Find the information behind the decisions.
Tell us what you want to understand about your business performance.