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What We Do

Our Management Reporting Service

Management Reporting

In order to grow your business, implement improvement strategies and achive your goals, you really need to measure your financial results and key drivers in your business. 

A monthly Management Report provides you with a snapshot of your results, ensuring you understand your current financial position and have accurate and up to date information to base your business decisions on. 

It allows you to regularly monitor the key drivers in your business and financial results to ensure you’re on track to achieve your goals.

We’ll start with an initial meeting to determine which drivers to measure and ensure you understand how to interpret your reports. 

Each month we’ll send your report and follow up with a 15 minute call to discuss your results, identify areas for improvement, and set actions to ensure you’re on track to achieve your goals.

Summary:

  • The ability to set your targets and monitor your results against these regularly to ensure you’re on track 
  • Improved financial awareness so you understand what you should measure and how to measure it 
  • Having someone independent review your numbers with you each month to ensure best practice 
  • Access to accurate, real-time data to enable better decision making 

Time to allow:

  • Monthly meetings: 15 minutes

Contact us today to discuss how we can help you better understand your financial results and their implications for your business so your decision marking is more informed.

What our clients say

For us, there is nothing better than a happy customer.

Pippa Scott

Panthera Accounting have gone above and beyond the call of duty to guide and support our Company. They offer a professional, friendly and personal service that can take the stressful and sometimes frightening feelings out of running a business. They have guided us through the working of Xero and have offered “teaching sessions” on the day to day running of the accountancy package. Our only regret is that we didn’t join their team earlier.

Pippa Scott | Scott's Commercial Services Limited

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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