A business has finite resources, and it is critical to plan the deployment of such resources in a way that will achieve the highest level of success and profitability. This process necessitates a robust understanding of the big picture and vision of a company to ensure short term plans and capital deployment align with long term goals. Regular analysis of performance compared to the budget/plan is paramount in managing your business and understanding your strengths, weaknesses, opportunities and threats.

Systematic analysis of actual business performance versus planned performance is a critical management activity and helps business owners identify issues and opportunities proactively. Remember that having complete and accurate financial reports and outputs is important to making informed decisions.

Monthly and Quarterly Financial Reporting involves a package of very useful information for ownership and stakeholders to review the performance of a business. This reporting package includes much more than financial statements – it includes a variety of Key Performance Indicators (KPIs) and qualitative data and commentary that helps drive informed business decisions and a proactive approach to running your business.

Investor and Board Presentations may be needed on a regular or ad-hoc basis to raise capital, create a strategic partnership or alliance or ultimately sell your business. Consolidating this information and ensuring the proper data is illustrated in the right way may be the difference between a big win or a defeating setback.