Monthly Financial Reports

If you are not reviewing your financials, then you are running your business blind and that can have a risky impact to your business.

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Your financials show some of the most important data in your business. It tells you the story of exactly how you are performing, as well as invaluable insights on how to continue growing your business.

What does your finances tell you?

  • It tells you whether or not you are making money in your business.
     

  • It tells you if you can afford to spend or invest and not just going based on your bank account.
     

  • It shows you where your money is coming from, and also where it is being spent.
     

  • It shows areas of improvement so you can be strategic with your operations.
     

  • It helps you understand your current financial position so you can make informed business decisions.

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Viewing your financial statements just got easier

 

Recieve reminders to get your bookkeeping up to date before the reports are sent.

On the 10th of every month receive your financial report that presents your accounting data in a simple and easy to understand way.

You will also be sent a video that walks you through how to read the report and use it to make informed business decisions.

Pick between two different options

MANAGER REPORTS

  • Financial Health Report

  • Profit and Loss Statements

  • Balance Sheet Statement

  • Prior period comparisons

  • Accounts Payable Ageing

  • Accounts Receiveable Ageing

$50

MONTHLY FEE

EXECUTIVE REPORTS

  • Financial Health Report

  • Profit and Loss Statements

  • Balance Sheet Statement

  • Prior period comparisons

  • Accounts Payable Ageing

  • Accounts Receiveable Ageing

  • Trend chars

  • Cash analysis

  • KPIs with definitions

$75

MONTHLY FEE

Reports are sent out on the 10th of the month covering data from the prior month.  For example; 10th June covers financals between January - May.
 

You are responsible for keeping your bookkeeping up to date to ensure the data pulled into the financial report is accurate.

The information in these reports are for presentation purposes, and not intended as, and shall not be understood or construed as financial advice. Although those at The Finance Agency are accounting professionals and the information provided in this guide relates to financial issues, the information contained is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your situation.

Answers to the Questions:

What accounting systems do you work with?

We support Quickbooks Online and Xero

How do you get our financial data into the reports?

You will invite us to your accounting system and this is how we integrate to
our reporting system to pull the data we need to create your financial
report.

Is my information confidential?

Yes!  When you sign up you also sign up to a confidentiality agreement which will bound your financial information to be viewed only between yourself and The Finance Agency.

What is needed from me? (the business owner)

It will be your responsibility to complete your bookkeeping in time for your
monthly report. If you do not complete before your report date, then your
data will show inaccurate information as it pulls based on what is showing
in your accounting system.

When will I receive the monthly reports?

Reports are sent on the 10th of every month.  This allows you time to get your bookkeeping up to date.

What if I don't complete my bookkeeping in time?

You can request additional financial reports to be sent outside of your
chosen report date, however there is an additional fee of $20 per request.

Can we customize the reports?

We can include additional Financial Health metrics or KPIs only if it's based
on the data in your accounting system. We will ask what other metrics
you'd like to include during onboarding.

Does this service involve any strategy and consulting?

This service only includes receiving the report and the analysis within the
financial report. If you would like to see what other services The Finance
Agency can offer you can go to our website or book a discovery call to see
how we can further support you and your business.

I'm just starting my business, can I sign up?

Absolutely! You don't need months or years of data to start reviewing your
financials, and it's great to get into the habit of having a process in place to
review. Just make sure you have an accounting system set up.

Do you have to be a certain type of business?

Nope! As long as you have Quickbooks Online or Xero then any size or
industry can sign up.

Reports are sent out on the 10th of the month covering data from the prior month.  For example; 10th June covers financals between January - May.

You are responsible for keeping your bookkeeping up to date to ensure the data pulled into the financial report is accurate.

The information in these reports are for presentation purposes, and not intended as, and shall not be understood or construed as financial advice. Although those at The Finance Agency are accounting professionals and the information provided in this guide relates to financial issues, the information contained is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your situation.

MANAGER REPORTS

  • Financial Health Report

  • Profit and Loss Statements

  • Balance Sheet Statement

  • Prior period comparisons

  • Accounts Payable Ageing

  • Accounts Receiveable Ageing

$50

MONTHLY FEE

EXECUTIVE REPORTS

  • Financial Health Report

  • Profit and Loss Statements

  • Balance Sheet Statement

  • Prior period comparisons

  • Accounts Payable Ageing

  • Accounts Receiveable Ageing

  • Trend chars

  • Cash analysis

  • KPIs with definitions

$75

MONTHLY FEE

 - WHAT OUR CLIENTS SAY - 
"Working with Lou has taken a huge weight off my shoulders."
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OUR PROCESS

BOOK A DISCOVERY CALL

TAILOR DESIGNED ACCOUNTING PACKAGE

MANAGE YOUR FINANCES

Reach out to us here. Let’s get to know each other and find out how our team can support yours.

We’ll create the perfect custom package for your team that can be adjusted anytime. 

We become an extension of your team and start managing your finances after a brief onboarding process.

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Ready to get started?

LET'S CONNECT ON INSTAGRAM: @the_finance_agency