Management teams
Businesses where several people influence the result and need a shared scoreboard.
Growth & Strategic Finance
KPI & Performance Reporting
Financial dashboards and key performance indicators tailored to business objectives.
Overview
How we help with KPI & Performance Reporting
Most dashboards report everything and change nothing. A useful one carries a handful of measures that someone can act on this month.
We work out which indicators genuinely drive your results — conversion rate, utilisation, average order value, gross margin by line, debtor days, revenue per head — and build a dashboard around those, with targets and trend rather than a single month in isolation.
Reporting runs on a fixed cycle so the numbers arrive when decisions are being made, and each measure has an owner who can influence it.
What's included
Everything covered in this service
Scope is agreed in writing before we start, and the fee is fixed against it. If something falls outside, we tell you what it costs before doing it.
- Selection of the KPIs that drive your results
- Financial and operational dashboard build
- Targets, trends and benchmark comparison
- Regular reporting on an agreed cycle
- Commentary on what moved and why
- Review sessions with the management team
Who it's for
Built around how you actually operate
Multi-site operations
Companies comparing performance across locations or teams.
Growing businesses
Companies where the owner can no longer see everything directly.
FAQs
KPI & Performance Reporting — common questions
How many KPIs should we track?
Usually five to eight at management level. Beyond that, attention spreads too thin and nothing gets acted on.
Can this pull from our operational systems?
Yes. The most useful dashboards combine financial data with operational measures from your CRM, EPOS or job management system.
How is your fee worked out?
Fixed fee, agreed before we start. Pricing depends on the size and complexity of your business, so get in touch for a free, no-obligation quote.
Can you help if we're switching from another accountant?
Yes. We handle professional clearance with your previous accountant and update the agent authorisations with HMRC and Companies House, so you don't have to manage the handover.
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Let's talk about KPI & Performance Reporting
Tell us where you are now and what you need. We'll come back with a fixed fee and a clear scope — no obligation.
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