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What should I put in my monthly report pack?

What should I put in my monthly report pack?
Thursday, January 01, 2015

A question we often get asked is how to put together a financial report pack for sharing with the board of Directors or, if you run your own business, for suing as a formal month end procedure. Xero is great for this, as it has a management report pack built right into the software. It covers cash, P&L, Balance Sheet, Aged Debtors and Creditors, all at the single press of a button.

If you want to know more about how to read these sorts of reports, give us a call. We love to help business owners get more out of their financial data – and we can tailor a training package for you and your staff so you can share the information throughout your business.

Moving to Panthera is easy

It’s a big decision to move accountants. We get it. That’s why we have a clearly defined process in place to make it as straightforward as possible.

Step 1: We have a short initial discovery meeting to understand your needs so we can create the perfect service package for your business

Step 2: You receive your tailored proposal with one simple monthly fee and you e-sign the letter of engagement

Step 3: You provide your current accountant with notice – and you leave the rest to us!

We liaise directly with your previous accountant regarding the transfer of information. We request authority from HMRC to act on your behalf. We handle as much of the admin as possible, so you can get on with running your business – safe in the knowledge that everything is going on in the background. And if there’s any action for you, we let you know.

Contact us to find out how we can help you

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