Management Reporting
Numbers that actually drive decisions.
Most accountants give you year-end accounts nine months late. We give you a board-ready monthly reporting pack including your P&L, balance sheet, cash forecast and KPIs by product, project or team. The numbers behind every decision you’ll make this year.
Is this for you?
If you’re making big decisions on small data, read on.
Once a business grows past the start-up stage, gut feel stops being enough, but most owners still aren’t getting real visibility. Revenue is coming in, but which products or clients are actually making money? There’s cash in the bank, but will next month be tight? If you’re still flying blind in places, our reporting will fix that.
- Only seeing accounts at year-end and nine months too late?
- Can’t tell which products, projects or teams are actually profitable?
- Cash forecasting still happening in a spreadsheet you don’t fully trust?
- Preparing for investors, a bank, or a board, and the numbers aren’t pitch-ready?
- Want to track sector-specific KPIs (utilisation, MRR, project margin), but no one’s set them up?
- Tired of getting numbers, but no commentary on what they actually mean?
What’s in the pack
A complete board pack, delivered like clockwork.
Examples of what a board pack typically includes, built around your business. Trusted in board meetings.
Profit & loss
Monthly P&L with current month, YTD, prior year and budget. Variance commentary on the lines that moved.Balance sheet
Position by month. Working capital trends, debtor days, creditor days — and what they mean for cash.Rolling cash forecast
12-month rolling cash flow forecast, updated monthly with actuals and scenario-ready.Tracking categories
P&L sliced by product, project, team, location or any dimension that matters in your business.KPI dashboards
Sector-specific: utilisation for agencies, MRR/churn for SaaS, project margin for consultancies — built once, updated monthly.Board commentary
Plain English explanation of what changed, what to watch, and what the numbers mean for next month’s decisions.How we build the pack
From messy data to monthly rhythm.
Most clients are getting their first proper management pack within four weeks of kick-off.
Week 1
KPI discovery
Workshop to agree the four or five numbers that actually matter for your business. Sector-aware, stage-aware.
Week 2
Chart of accounts
Re-shape your chart of accounts so the management view falls out easily. Tracking categories set up properly.
Week 3
First pack
First management pack delivered. We walk through it live so you’re comfortable with what each number means.
Ongoing
Monthly rhythm
Pack lands early every month. Quarterly tune-up as your business evolves.
Seven years of advice that actually adds value.
Guy Watts
CEO, Architectural Plants
Request a Consultation Today
Run the business on the numbers, not on guesswork. We’ll look at how you report today and show you what the YFT pack would look like for your business.
What our Clients say.
We strive to give our clients an excellent service
“We moved all our finance functions into YFT and have never looked back! We are moving from start-up phase to scale-up during which time Mark and his team have offered us invaluable advice and support. This has meant we can focus on those areas driving growth, confident that the business plan, managements accounts and back-office finance functions are all being looked after. A great level of service and I would highly recommend.”
Tim Wookey
Managing Director, Amamus Ltd
“I have been working with YFT for the past 4 years and the service has been superb from day one. They provide a very personal approach, take time to really understand the business and go the extra mile to get everything just right. It really helps knowing my limited company and personal finances are being looked after so well. Highly recommended!”
Ben Parkes
Director, Parkes Running Ltd
“Moving to Your Finance Team was a smart decision. I’m incredibly grateful to Mark, and Kris, for the thorough and effective way in which our accounts are managed; and for advice I always trust.”
Natasha Bartlett-Twivey
Founder, Ferris Heart Sloane Ltd
“The team at Your Finance Team are one of a kind. Mark came highly recommended to me as an accountant and finance director for our company. Mark is incredibly approachable and knowledgeable, and a pleasure to work with. Would highly recommend him to any other ambitious company or individual for all your accounting and tax needs.”
Ineke Nugteren
Founder, Nourish Grow.Cook.Enjoy
“We highly recommend Your Finance Team. Everyone is friendly, approachable, and knowledgeable. Debbie, Kim, and Susana are a pleasure to work with. They cater to our business needs and always go the extra mile to ensure our accounting is delivered on time and to the highest of standards.”
Jon Case
Director, Rand Associates Ltd
“I approached YFT recently to ask his advice on how to support my small business growth and improve the current Accounting operations. They have provided some excellent help and support, including a very comprehensive training session to show us how to use cloud accountancy software Xero to improve our productivity and reporting. It will make my life much easier. Thank you.”
Sue Land
Director, Your Marketing Team Ltd
“Mark Randall and Your Finance Team assisted The Sheriffs Office in a major financial transaction. We found him to be professional, knowledgeable and proactive in his approach which is something often lacking with Accountants and financial advisors. We would highly recommend his services and will continue to use him going forward.”
David Carter
CEO, The Sheriffs Office
“I cannot recommend Your Finance Team highly enough. Mark and his team constantly go above and beyond for my freelance business, and are so helpful and easy to deal with. They’re hugely conscientious, with forensic attention to detail and a phenomenal work ethic; hiring Your Finance Team is the best decision I’ve ever made as a freelancer. If you’re thinking about getting a new accountant, it’s a no-brainer.”
Martin Saunders
Sole Trader
“Mark is an expert in his field and a fantastic communicator. He has provided wise guidance and excellent advice during the time that we have worked together. Moving our accountancy requirements to Mark and his team was one of the best commercial decisions I have made. Professional, thorough, advisory and digitally savvy, they are an impressive bunch and I wouldn’t hesitate to recommend.”
James Cape
Global Managing Partner, Create. Select Ltd
“Your Finance Team are professional, informative and friendly, they also offered flexibility and a willingness to work in a way that suited my business.”
Katy Jeffcoate
Director, Jeffcoate and Co
“We are the fastest growing Estate Agency business in Surrey and Sussex and our contacts at Your Finance Team have provided us with invaluable FD advice and support on our finances. From the start they were interested in me and my business and have offered sound advice along the way which has helped us achieve our growth targets.”
Cliff Cooper
Managing Director, Move Revolution Ltd
“Moving to Your Finance Team was an excellent decision for our company. Mark spent time on understanding our business and quickly developed a clear knowledge of the details. YFT has provided clear advice for us on all large and small issues where we have needed guidance. YFT is reliable, offers a high quality service and Mark goes above and beyond to ensure we have the support we need. I’ve been extremely grateful for Mark’s patience and expertise.”
Becky Clark
Head Speech & Language Therapist, ClarkSLT
“YFT have been our accountants for 4 years. We have been really happy with the support they provide with a professional but personal touch. Knowing they are on hand for any issues that arise means we can focus on running our business and leave the technical side to them.”
Daniel Fish
Director - Resolution NDT
“Your Finance Team assisted in the setting up of our new business in 2016. The advice and support provided during this complex and sometimes stressful period, proved to be invaluable. Your Finance Team have continued to support us since by acting as our FD, providing board level services, management information and full financial compliance for our business. I’m relieved to know that our finances are in safe hands.”
Richard Newland
Director - Newland Development Services Ltd
“I’ve been really pleased with the way YFT have helped and guided me through accounting, Tax and VAT payments. I think your quick response time for queries is just what you need when it’s all going wrong! I’ve also used their services to evaluate a prospective company purchase. I was happy with the informative way I was guided through the process by Mark, which answered a lot of my questions. I’ve always been really happy with their service.”
Steve Richardson
Director - Absolute NDT Solutions Ltd
“Moving to Your Finance Team was one of the best decisions we have made. We now have a greater understanding of our accounts, feel better equipped for making business critical decisions and enjoy access to a team of highly skilled and incredibly approachable individuals.”