CFO / Reporting

ClearBooks can assist you gain a better understanding of your numbers, leading to better business decisions.

Management Reporting

We can present your data in a useful manner, utilising market leading technology solutions to show you your numbers, in a relevant easy to understand way..
  • Graphical representation of your numbers
  • Tracking the right figures, and utilising ratios relevant to your industry
  • Configuration of alerts when results are dipping below accepted norms

KPI tracking

Implementing KPI’s is the bedrock of reporting. By setting goals and thresholds, we’re able to present to you live updates on your business’ performance.
  • Designing a structure to track progress
  • Communicable KPI’s to your internal management team
  • Customised to your business, and industry

Budgets and variance analysis

It’s easy to set budgets. Providing a variance report allows business owners to ‘ask why’ and deep dive to enable accurate forecasting of business performance.
  • Input a variance analysis process into your month-end procedures
  • Find the exact reasons you’re tracking away from your budgets (positively or negatively)
  • Better utilise your resources in the areas of your business that need it most

Customised, industry specific dashboards

Using market leading technology, we’re able to provide dashboards for our clients who wish to have a ‘live view’ of key business metrics.
  • Identify key performance metrics, and track them
  • Intervene quicker on business critical metrics