Management Reporting

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.

Useful 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, making sure you are getting 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 key areas that impact the organisation.
  • Interpreting Results – Converting your business data into clear, actionable insights.
  • Cashflow – Helping your business raise, retain and increase funds.
  • Forecasting – Helping you forecast longer term profit and loss, balance sheet and cash position.
  • KPIs (Key Performance Indicators) – Helping your business grow by measuring what really matters.

Management Reports should always give you the key data for your business in an engaging format which can evolve as your business grows.

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

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

We can also monitor the cashflow 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/or a personalised video walkthrough of your accounts, highlighting the areas we think 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.

Budgeting and cashflow forecasting

A budget is an integral part of your business, it helps to plan, set out targets and create an expectation of where you want to be.  We can help you to produce this and use this to measure against, allowing continual monitoring of the results and quick response when things aren’t going to plan.

Cashflow Forecasting is vital as it provides insight into where the cash is going in the business and any potential dips where it appears you may struggle, providing you time to find funding or consider other ways to improve your cashflow. At Genus we can help to create this forecast as well as helping you find funding if needed.


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.