Reporting Tiers
As your business grows, compliance and basic bookkeeping aren’t enough.
You need to understand what’s happening right now and where you’re heading, not just what happened last year.
Management Reporting closes the gap by giving you timely insight into what’s driving performance.
Our approach is a 3-step progression based on your exact needs:
1. Business Health - clear financial snapshot with easy to understand commentary.
2. Performance Drivers - tracking KPIs and trends to explain what’s driving results.
3. Financial Forecasting - scenarios projected into the future to show the impact of decisions before you make them.
All of the analysis is illustrated by bespoke reports & explained in regular quarterly meetings.
Included as standard for all packages.
Tier 1: Business Health
Overview
This is the foundation: clear Profit & Loss and Balance Sheet reporting with simple commentary.
Industry context is applied lightly to ensure that the numbers make sense for your type of business.
Included as standard in all Core packages including those for Limited Companies & Sole Traders.
Data Required
The data that underpins all technical analysis:
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Accounting records
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Profit & Loss
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Balance Sheet
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Core finance data (banking, payroll totals, key cost categories)
Insights Given
Key insights given include:
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Accurate snapshot of the financial position
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Strengths, weaknesses, and potential risks predicted
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High-level observations relevant to the industry
Step to next tier
Once the financial snapshot is clear, the next question becomes:
“What is actually driving these results?”
That moves into Tier 2, where analysis becomes more tailored and commercially specific.
Tier 2: Performance Drivers
Overview
This step builds on Tier 1 and digs deeper using cashflow tracking, industry-specific KPIs, and trend analysis tailored to your business model.
This is an additional monthly service where the price can range from £100 - £300pm, depending on the requirements.
Data Required
The data that underpins all technical analysis:
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Everything outlined in Step 1
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Service/activity categories
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Ledgr Accountants input into interpreting operations (we'll keep this light-touch & practical)
Insights Given
Key insights given include:
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What’s driving profit vs what’s eroding it
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Early warning signs of cash pressure
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Clear view of where to focus for maximum impact
Step to next tier
Once drivers are understood, the next question becomes:
“If we change or optimise these drivers, what happens over time?”
That leads into Tier 3, where we model outcomes and scenarios by forecasting the future.
Tier 3: Financial Forecasting
Overview
This step builds on Tier 2 and builds forward-looking scenarios, to show the impact of decisions such as hiring staff, adjusting pricing, and even expansion. It’s used both for optimising the existing business and for any new dimensions to the business.
This is an additional monthly service where the price can range from £500 - £1000pm.
Data Required
The data that underpins all technical analysis:
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Historical financials and trends
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Performance drivers from Tier 2
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Assumptions for “what if” scenarios gathered from market & industry data
Insights Given
Key insights given include:
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The numbers behind each decision
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Scenario comparisons and trade-offs
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Clarity on affordability, timing, and risks when planning any changes
Step to next tier
This is the final step of the Management Reporting framework.
Beyond this point, work enters CFO level strategic advisory which can be discussed when needed.
Ready to take the next step?
If you’re ready to stop operating on instinct and start making decisions with clarity,
With the right insights, you’ll know exactly where your business is heading.
Get in contact to see what Management Reporting could look like for your business.
Stop Reacting & Start Planning