The Nourish Package
You’re in a position where you want to begin to understand your business and keep your finger on the pulse of your finances. Gain peace of mind by outsourcing your compliance work and back that up with with the addition of Monthly Management and Quarterly Performance reports.
To truly understand your business, you need to know your numbers and be able to identify patterns and key area’s that may impact your future plans for growth and development. The Nourish Package includes all services detailed in The Sprout Package and is a brilliant upgrade to access valuable information about the monthly and quarterly performance of your business.
Monthly Management Reports
Dashboard reports give you a snapshot of the performance of your business and can be customised to show data that is relevant to your business and your internal processes.
These reports are included as part of your monthly management reports which also contain a monthly Profit & Loss, Balance sheet report and any other important data you need to keep tabs on from month to month.
Quarterly Performance Reports
Using a state of the art performance reporting system we extract data from your reconciled Xero file following lodgement of your BAS, to report on exactly how you’ve been tracking for the Quarter.
Metrics that can be customised include visual breakdowns of your top 10 income or expenditure streams (charts or tables), deep dive into profitability analysis, operating expenses and cashflow analysis.
KPIs & Executive Summary
This platform also allows us to set and monitor important KPI’s in addition to providing an executive summary on what may have significantly impacted your figures for the period.
How to get started....
Get In Touch and book in for a complimentary chat about what you’re looking for. We’ll get to know each other a little and discuss a bit of an overview of your business and we’re your at in your journey. After this, we’ll get you to complete a Needs Analysis which is a deep dive into your business and will provide us with insights into major areas you need support i.
Once we have reviewed your responses we’ll prepare a proposal for you and book you in for a deep dive session to talk about the issues we’ve picked up and the services that may most benefit you.
On commencement of this service, we’ll take some time to talk about the areas of your business that you’re concerned about or wish to monitor. We’ll also take a look at any current budgets or cashflow forecasts you have on hand, and with your goals in mind, ensure we’re monitoring those areas of value to you and keeping an eye on key metrics.
Setting up this package will also involve a full review and possible renovation of your current Xero file to ensure that all settings are optimised for integration with our reporting platforms. Depending on the condition of your file, this may require a small renovation fee.