Management reporting

Numbers on their own don't tell you much. What you need to know is what changed, why it matters, and what to do next. That's what our management reporting is built around.

Every period, you get a management report, a business insights report (with analysis of how the business is tracking), and a session with your accountant to talk through it.

What's included

A complete picture of your business. The numbers, the analysis and a conversation to discuss it all.

A session with your accountant

Your accountant walks you through the period's insights, covering what's working, what to watch and recommendations for what to do next. It's a chance to talk through everything properly and leave with a clear view of where things stand.

Your business insights report

A readable CFO-level executive report that turns numbers into useful takeaways for your business.

Your management report

The reference document, including profit & loss, balance sheet, cashflow, and aged receivables and payables.

A report you'll actually read

Most management reports get filed and forgotten. A PDF lands in your inbox, you scroll through pages of figures, and close it again.

The business insights report we include each period is different. It's a short and structured read that turns the period's numbers into clear takeaways about what's gone well, what's worth watching and where to focus next.

Each report covers:

Business Summary - A three-part executive snapshot with current state (what), implications (so what), and recommended actions (now what).
Performance Rating - Good, Fair, or Poor with a short rationale. No hedging, no fence-sitting. A clear verdict on business health.
Key Strengths & Areas to Watch - Evidence-backed callouts with every point tied to a real dollar figure, percentage, or named account.
Key Metrics - Benchmarked against your industry and prior period. See where you're outperforming, trailing or what needs urgent attention.
Strategic Outlook - Prioritised actionable recommendations.
Final Narrative. An overview tying everything together.

A look at one section. Prioritised recommendations with expected outcomes and timelines.

Alaina, your potential Beany accountant

Why the meeting is a part of it

Reports and written text is useful, but conversations are where decisions get made.

The session with your accountant each period is where you can ask the questions that a PDF or insights summary can't answer, and leave with a sense of what to do next.

It's also where your accountant can flag things you might not have noticed and connect what's happening in your numbers to what's happening in your business.

Management Reports

Frequently asked questions

How often can I receive management reports?

This depends on your package and business needs. Our Premium package includes quarterly reporting, while Business packages include monthly reporting.

Do I need to have a budget set up first?

Not necessarily, but it helps. Without a budget you still get valuable profit & loss, cashflow, and KPI reporting. However, budget vs actuals analysis comes into its own once a budget is in place.

Will someone explain the reports to me?

Yes. Management reports come with plain-English commentary from your accountant as well as a strategic meeting to talk through the numbers, flag anything notable, and discuss any implications.

Ready to get more from your numbers?

Management reporting comes as part of our Premium and Business packages. Have a look at our pricing to see what package suits, or book a free discovery call to walk through the options and whether we're the right fit for your business.

Book a discovery call View pricing

Other services

CFO-level management reporting and insights is just one part of what we do. Here's the full picture of how our team help businesses across New Zealand.