From raw data to clear decisions
Six analytical services — each designed to answer a specific question your business needs answered.
Financial dashboards
Custom live dashboards connected to your accounting system — revenue, margins, costs, and cash, always current.
- Works with any accounting software
- Revenue & margin tracking
- Custom KPI selection
- Mobile-friendly views
KPI & performance reporting
Monthly management reports that go beyond your P&L — showing what's driving performance and where to focus.
- Monthly management accounts
- KPI trend analysis
- Plain-English commentary
- Board-ready format
Cash flow modelling
13-week rolling forecasts and scenario models so you can anticipate problems before they arrive — not after.
- 13-week rolling forecast
- Best / base / worst scenarios
- Funding gap identification
- Payment timing optimisation
Profitability analysis
Understand which clients, products, or revenue streams are genuinely profitable — and which are quietly draining margin.
- Per-client profitability
- Product & service margin analysis
- Cost allocation review
- Pricing strategy insights
Budget & forecast building
Annual budgets and rolling forecasts built from your historical data — giving you realistic targets to manage against.
- Annual budget preparation
- Rolling forecast updates
- Variance analysis
- Department or project budgets
Data strategy for SMEs
Not sure what data you should be collecting? We audit your current setup and map out a reporting structure that fits your size.
- Current-state data audit
- Tool selection & setup
- Reporting structure design
- Team training & handover
Better together
When your accountant and your analytics partner are the same firm, the data is always accurate, the context is always right, and the advice is always joined up.
Your data is already organised
We categorise everything correctly for compliance — so dashboards build from data you can trust from day one.
Tax planning and forecasting in one conversation
When we know your cash flow position and your tax liability at the same time, the advice is fundamentally better.
One fee. One relationship. One point of contact.
No data discrepancies between your accountant and your reporting tool. No separate bills for each.