Using award-winning cloud software, the Genus team transforms facts and figures into insightful bespoke reports on a regular basis, enabling you to grow your business with confidence.

Using award-winning cloud software, the Genus team regularly transforms facts and figures into insightful reports, enabling you to grow your business confidently.

What is Management Reporting?

The key to the success of a business is knowing where you are at all times with the numbers. This allows you to respond quickly to changes, plan for the future and spot opportunities to improve results. The numbers should never come as a shock when you get to your year-end.

Genus Management Reporting provides accurate, timely information on your business, enabling you to make better business decisions.

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.

Interpreting Results

Management Reporting isn’t just about profit and loss accounts or a balance sheet—what you do with this information matters most.

Once you have your numbers, we can help you interpret these results, examining underlying trends and KPIs to identify areas of success and those that need more attention.

We can also monitor the cash flow forecast and budget with you to help identify areas of improvement and discuss ways to do this to keep your business on track.

We will help bring the numbers to life by having regular meetings and a personalised video walkthrough of your accounts, highlighting the areas you need to focus on. This provides a third-party sounding board from someone not directly involved in your business, providing clarity and insight into the data.

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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.

Tailored Management Packs

We create custom management packs aligned with your specific business goals. These reports focus on key metrics impacting your success and adapt throughout the year to reflect changing priorities and fresh insights.

If you want to learn more, our team will be happy to help you get started with your ideal management pack. Get in touch below to request more information.

More Genus Services

  • Finance Director & CFO
  • Management Reporting
  • Cash flow
  • Software
  • Data Analytics
  • Process Mapping
  • Finance Team Training
  • Xero Training
  • Converting to Xero

Finance Director & CFO

A finance lead brings a uniquely qualified financial understanding, ensuring the business stays as close as possible to its intended path in the future.

Management Reporting

Management Reporting
& Accounts

Using award-winning cloud software, the Genus team regularly transforms facts and figures into insightful reports, enabling you to grow your business confidently.

Cash flow

Cash flow
Forecasting & Budgeting

Cash flow is the lifeblood of your business, and we can help you create a dependable budget and interactive forecast. These can inform business decisions and enhance your Management Information.



Software Solutions is a service that enables businesses to work smarter, not harder. We work with you to design and improve your business systems, providing a fully bespoke service.

Data Analytics

Data Analytics

In today’s data-rich environment, financial data holds the key to smarter business decisions. But numbers alone don’t tell the whole story.

Process Mapping

Process Mapping
& Reviews

As part of our process mapping and reviews service, our team will carefully dissect your existing financial processes and controls, uncovering inefficiencies, duplication, and potential vulnerabilities.

Finance Team Training

Finance Team Training

An experienced in-house team may be the most efficient way to manage your finance function – but your in-house team might not have the experience or confidence required. That’s where our finance team training can help.

Xero Training

Xero Training
& Support

Genus is proud to be a Xero Platinum Partner and is one of the top 2% of Xero partners in the UK for clients and certified advisors.

Converting to Xero

Converting to Xero

When it comes to managing accounts, payroll, and related business responsibilities, we believe Xero offers the most flexible and insightful platform for businesses.

Finance Director & CFO


Would you like to optimise your MI?

Genus allows you to understand all the possibilities, saving you time and resources and improving the efficiency of your back-office. Bringing power to you, your business and your plans for the future.