ManagementReporting

How Genus can help your business

The Genus team will work with you to design a bespoke, dynamic report, ensuring you get all the information you need, including trends and KPIs. We can also bring in non-financial data, so you have a fully tailored pack with all the data in one place.

• Management Accounts: Helping you make the right decisions in critical areas that impact the organisation.
• Management Reports should always provide the key data for your business in an engaging format that can evolve as your business grows.
• Interpreting Results: Converting your business data into clear, actionable insights.
• Cashflow reporting: Helping your business raise, retain and increase funds.
• Forecasting: Helping you forecast longer-term profit and loss, balance sheet and cash position.
• Budget: Creating a budget at the beginning of the year is fairly commonplace, but you need to ensure you regularly review it and report on it vs. actuals to get the benefit of it.
• KPIs (Key Performance Indicators): Helping your business grow by measuring what matters.

Preparing your Management Accounts

• A collaborative approach: We will begin by agreeing on a timetable that ensures you receive the information you require at the right time.
• Dedicated support throughout the year: You’ll be assigned a dedicated team, including a minimum of a Management Accountant, a Client Financial Controller, and potentially a Client Finance Director, depending on your size.
• Ensuring quality at every stage: All of our management accounts undergo a rigorous review process.
• Joined up approach: We leverage the expertise of other internal teams at Shorts to address any complex queries that may arise during the year. This can include tax, payroll, fundraising and other finance issues.
• Open and transparent communication: We always promote transparency and, if requested, we can share all underlying calculations and methodologies behind your management accounts.