GROWTH REPORTING

ONE SIMPLE PACKAGE GIVES YOU ENDLESS POSSIBILITIES.

For a set monthly fee, we provide you with accurate, real-time reports so you can make informed business and financial decisions.

We work with you to tailor the suite of reports to exactly what your business needs to remove barriers to growth and profitability.

A layered approach means faster, more effective changes to fast-track your business’ growth from day one.

$4,800 PER MONTH (EXCLUDING GST) INCLUDES: 

• Daily reports for visibility on individual team members and business units.
• Weekly reports on the critical numbers driving your business.
• Monthly reports for a holistic overview of the performance and position of your business.
• Management of a weekly strategy meeting*.
• Management of a monthly finance report meeting*.

*Meeting attendance will be via Zoom, with in-person attendance as required.

AVAILABLE REPORTS INCLUDE: 

• Daily workflow management metrics
• Weekly cash flow
• Weekly critical numbers
• Weekly sales funnel reporting
• Weekly billing reporting
• Weekly budget tracking
• Revenue by product
• Revenue by customer
• Revenue by business line
• Revenue trend analysis
• Gross margin analysis
• Job costing analysis
• Analytical review of balance sheet
• Cash flow reporting
• Reporting by exception to address any major issues in the business.
  

For an additional fee, we can provide supplementary reports and business strategy.

Contact us to discuss your specific needs.