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Financial Reporting

Get key monthly numbers to drive a better business

Timely and accurate financial reports should play a key role in the decision-making process of any business. Many businesses only get accurate reports once a year from their accountants, months after a significant change occurred.  

We can prepare simple but incisive reports – monthly or quarterly – that will tell you what is working, and importantly – what isn’t working and why. These reports can help you track key numbers like Labour Productivity, Gross Margins, Expenses and more – and we can get these results to you within a week of a month end.

Don’t find out too late when the bank balance flashes red – get more control over your business now!

Why you should make regular reporting part of your management regime:

  • Most businesses have a few key numbers that show if they’re on track or not – do you know yours?
  • Know if you are getting results every month – just watching the bank balance can hide big problems till it’s too late
  • Understand if you are getting the right contribution to profits from your staff
  • Know where you really stand for cash
  • Feel in control and on top of your business!


Typical reports:

  • Profit and Loss showing a proper Gross Profit
  • Margins on Labour and/or Materials
  • Labour to Sales or Gross Profit Dollars
  • Cash Position – what you owe vs bank and owed
  • Cashflow Projections
  • Payroll Analysis
  • Reporting options to get timely insights into business performance

How we work with you

Talk to us about what you want to track and why, and we will come back to you with a very affordable proposal to deliver that reporting either monthly or quarterly.  

This service doesn’t need to cost very much to provide great value, for many businesses it can be as little as $100 per month for some simple reports.

For business that want more comprehensive reports, we can prepare more complex reports, with more data manipulation and KPI’s.  We work with accountants or business coaches to give you the numbers that matter – in time to take action


Our six point guarantee


If you provide us the information we need as requested, we guarantee lodgement of your BAS and IAS by the due date.

We promise to respond to your a question within 4 hours and most will be resolved within 12 hours. 

You will be supported by a team of bookkeepers and not dependent on just one person.

We will adapt our services to meet the changing demands of your business.

We will proactively look for improvements and efficiencies that help to pay our way.

Give us one month to prove that you made the right choice in bringing us into your business OR PAY US NOTHING (limited to standard bookkeeping, not remedial work).

Swag Bookkeeping
Swag Bookkeeping
Swag Bookkeeping
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