Financial reports
MY SERVICES
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Setting a reporting tool at your disposal
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Setup of financial reports
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Regular follow up and analysis of your financial situation based on the reports
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Support your customers in the analysis of their finances
Over the last 10-15 years, the services of many fiduciaries and chartered accountants have been downgraded from a consulting role to a simple bookkeeping role, where no consulting and no personal support is offered anymore to the customers. Customers often sign their annual accounts without even completely understanding their content, sometimes even without getting any explanation on them. This has led to customers considering this absence of support as completely normal, and an ever bigger lack of interest in understanding financial statements and communication with the accountant. This goes as far as companies contacting their fiduciary once a year to get their annual statements and tax declarations done, with no further contact throughout the rest of the year.
I do firmly believe that managers of SME's should care more about their finances and get at least quarterly statements with cut-offs done in order to better understand them, as this allows to take information-based decisions rather then decisions taken based on a feeling. This obviously starts with understanding how to read and interpret their financial information, and checking them regularly.
This understanding and analysing of financial data is pretty much the definition of financial reporting, a discipline I have specialised in. My Excel-based reporting tool allows to easily upload your customers financial statements, and visualise in tables, but especially in graphs, so they transform from something vague to something concrete and tangible.
Collaborate with me to offer your customers a real added value and help them improving their management. This additional service that is often already felt as an overachievement will not only help you increase customer satisfaction but potentially brings in new customers looking for that kind of service as well.
You can either purchase the reporting tool on an annual fee and offer it to your customers or collaborate with me on interpretation, in which case it will come at no cost for you. Get in touch with me now to learn more on the pricing of this reporting tool and how we can collaborate.
Financial reporting: Gain the decisive information advantage for your company
What features does my tool offer?
Discover the power of sound insights into corporate finances. With my customised financial reports, managers do not only gain clarity on the financial health of their business, but also the control to take proactive action and maximise your success.
The goal of my Excel-based reporting tool is to give you a nose length of advantage on your competitors, by helping you understand financial situations quickly. It
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Is easy to set up and use
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Is tailored to the Luxembourgish chart of accounts
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Counts a big library of elements you can choose from
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Is highly flexible
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Focuses on visual displays rather then tables
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Allows comparing the evolution of real data over a couple of years
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Allows comparing real data to budgets
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Allows reviewing summary's of the financial data, to easily verify exhaustivity of the accounting
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Enables easy creation of forecasts and budgets based on real data
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Can be handled by every manager and accountant
This way, my reports:
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Provide you with a comprehensive overview of your current financial situation.
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Can be customised to your needs, giving you the information you need to make informed decisions.
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Allow regular tracking of the success of decisions made so that you can adjust them if necessary.
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Allow better cash flow management and help to quickly identify potential problems and needs.
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Strengthen the confidence of your banks, investors business partners and other stakeholders.