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Management Reporting

Business Toolkit

The tools and services we recommend to help your business run better. From business banking and accounting software to payment platforms, apps and other useful services, we’ve hand-picked the things we think are worth considering - because having the right tools can make running a business a whole lot easier.

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Business bank accounts

Mettle - great for sole traders and start up Ltd companies. Our referral code gets you £50 once signed up. Mettle will also give you a free Freeagent licence which is essential to keep your records accurate.
Monitoring and analysing cash flow to ensure liquidity.

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Monzo - great for sole traders and start up Ltd companies. Our referral code gets you 12 months free banking!

Monitoring and analysing cash flow to ensure liquidity.

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Budget vs. Actual Reports:

Comparing budgeted figures with actual performance to identify variances.

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Profitability Analysis:

Assessing the profitability of different aspects of your business.

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  • Custom reporting using Custom account codes.

  • Create your own KPI's.

  • Set delivery dates

  • Visual charts/graphs customised to you

  • Snippet reports created for departmental heads to avoid full information being disclosed

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