Make Strategic Decisions with Powerful Management Reports

1.  1300 744 733 ✉ info@eliteplusaccounting.com.au     Home About Us Services Industries Resources Cases Contact Us Home / Services / Management Reports Make Strategic Decisions with Powerful Management Reports Stay on top of your business performance with clear, accurate and actionable financial reporting – tailored to support business leaders, owners and CFOs. What is Management Reporting? Management reporting involves collecting, analysing, and presenting key financial and operational data to support better decision-making. Unlike compliance reports (like BAS or tax returns), these reports are designed for internal use—helping business owners and CFOs: Monitor performance Spot trends Strengthen financial strategy Elite Plus Accounting’s management reporting services go beyond standard financial statements. We provide tailored insights to help you: Track your cash flow Understand profit and loss Evaluate your position with balance sheet summaries Compare goals using budget vs actual analysis These reports are fully customised to your business goals— empowering you to act with confidence, clarity, and speed. Start Improving Your Reports Today OFFERINGS What’s Included in Our Management Reports Our management reporting services are fully tailored to your business needs—designed to turn your financial data into clear, strategic insights. Each report includes a blend of financial and performance-based information to give you a complete view of your business’s health. Whether you’re reviewing monthly progress, preparing for board meetings, or planning ahead, we ensure your reports are decision-ready. Profit & Loss Summary Understand your business’s income and expenses at a glance. Our reports clearly show your revenue streams, cost breakdowns, and net profit margins. ⌃ Balance Sheet Overview Gain clarity on your assets, liabilities, and equity. This helps you track financial stability and plan for investment, growth, or refinancing. Cash Flow Analysis Budget Vs Actual Comparisons Quickly spot variances between planned and actual performance. This highlights underperforming areas and allows you to adjust strategies early. Stay in control of your working capital. We forecast inflows and outflows to help you anticipate cash gaps and manage payments proactively. Key Performance Indicators (KPIs) Track what matters most. We customise KPI dashboards around your goals—whether that’s gross margin, cost per unit, revenue per employee, or more. Trend & Variance Analysis Visualise your performance over time. We include graphs and charts that compare results month-on- month or year-on-year to show where you're headed. Project Or Department-Based Reporting See performance by business unit, project, or location. Perfect for growing teams or multi-entity businesses needing granular visibility. Actionable Recommendations We don’t just report the numbers—we explain what they mean. Each report includes commentary and insights from our advisors to support better decisions. Custom Dashboards (Optional) Access real-time dashboards using tools like Xero and Fathom, tailored to your business performance needs. Management Reporting Packages Clear, tailored reporting packages to support smarter business decisions at every stage. PACKAGES Management Reporting Packages Clear, tailored reporting packages to support smarter business decisions at every stage.

2. Starter Package $299 / Month Growth Package $549 / Month Strategic Package $899 / Month I’m Interested I’m Interested I’m Interested Perfect for small businesses needing reliable monthly financial visibility. Includes: Ideal for growing businesses looking for deeper insight and accountability. Includes: For established businesses, CFOs, or leaders who need investor-ready, strategic insights. Includes: Monthly Profit & Loss Report Everything in Starter, plus: Everything in Growth, plus: ☑ ☑ ☑ Basic Cash Flow Summary Budget vs Actual Comparisons Advanced KPI Dashboards (via Fathom/Xero) ☑ ☑ ☑ Balance Sheet Overview Monthly KPI Summary ☑ ☑ Forecasting Support (12-month outlook) ☑ Simple PDF Reports Quarterly Performance Review Call ☑ ☑ Monthly Strategic Call with Senior Advisor ☑ Email Support Commentary & Recommendations ☑ ☑ Board-Ready Packs & Visual Charts ☑ Customisation by Entity or Division (up to 2) ☑ Multi-Entity Reporting (3+ businesses or divisions) ☑ Still unsure which package is right for you? Book a Free 15-Min Discovery Call Our Other Services Bookkeeping Payroll Virtual CFO Services Keep your finances organised with accurate, CPA-backed bookkeeping. We handle daily transactions, reconciliations, and reports so you know exactly where your money’s going. Pay your team on time, every time. We manage payroll processing, tax and super compliance, payslips, and STP — so you can stay focused on your business. Gain strategic financial leadership on a part- time basis. We help you budget, forecast, and grow with expert insights and board-level reporting. View All Services Elite Plus Accounting offers a 30-Day Money-Back Guarantee — Your Satisfaction Comes First. We’re confident you’ll love working with us — but if you’re not satisfied within 30 days, we’ll make it right or refund you. 100% risk-free. Why Choose Elite Plus for Management Reporting? At Elite Plus Accounting, we combine expert financial insight with practical business understanding. Our management reports don’t just present numbers—they tell the story behind your performance and guide your next move. Here’s why businesses trust us: Tailored, Not Templated We customise every report to suit your industry, structure, and goals. You won’t get generic templates—just insights that actually matter to your business. Strategic Advisory Built In Every report includes commentary from a qualified advisor— helping you understand what’s happening, why, and what to do next. Real Business Experience We work with businesses in construction, professional services, logistics, eCommerce, and more. We know what business owners care about and tailor our advice accordingly. Cloud-Based & Collaborative We use smart reporting tools like Xero and Fathom to deliver beautiful, interactive reports you can access anywhere—no spreadsheets required. Compliance + Clarity Our team are Certified Practising Accountants (CPA Australia) and registered BAS agents. Everything we deliver is accurate, timely, and ready for audit if needed. Request a Free Sample Report What Our Clients Say Real feedback from businesses who rely on our management reporting to drive results. ⭐⭐⭐⭐⭐ “Since partnering with Elite Plus, we finally understand what our numbers are telling us. The monthly reports and commentary help us make decisions with confidence.”

3. Operations Manager, Construction Firm Construction Firm ⭐⭐⭐⭐⭐ “Elite Plus gave us clarity. Their reporting goes beyond numbers—they provide insights and recommendations we actually use.” Director, eCommerce Retailer ⭐⭐⭐⭐⭐ “The team customised everything to our structure. We now track profitability by project, which has changed how we manage jobs and staff.” Founder, Logistics Business Logistics Business GET IN TOUCH Connect with Our Experts Our dedicated team of accountants and bookkeepers is here to guide you toward the best financial solutions. Reach out today and speak with one of our experienced professionals to get started on the right path. Book a Meeting Send a Message 1300 744 733 info@eliteplusaccounting.com.au QUESTIONS Frequently Asked Questions What is a management report, and how is it different from standard financial reports? Management reports are internal documents designed to give business leaders a clear picture of financial and operational performance. Unlike tax or compliance reports, they’re custom-built to support decision-making, tracking KPIs, cash flow, budgets, and profitability. Who are management reports for? What’s included in your management reporting packages? How frequently are management reports delivered? Can you customise management reports for my business? Do you provide dashboard-based financial reporting? Can I use these reports in board meetings or with investors? Will someone explain the financial data in my reports? Is Xero required for your reporting services? How long does it take to implement management reporting? Is management reporting suitable for small businesses? How do I get started with Elite Plus Accounting’s reporting services? Quick Links Services Contact Us 〉 Home 〉 About Us 〉 Services 〉 Industries 〉 Resources 〉 Cases 〉 Contact Us 〉 Bookkeeping 〉 Payroll 〉 BAS Lodgement 〉 Virtual CFO Services 〉 Management Reports 〉 Accounts Payable 〉 Accounts Receivable 〉 Accounting Software Setup 〉 Business Setup 〉 Xero Training Call Us 1300 744 733  Mail Us info@eliteplusaccounting.com.au     ✉ Visit Us Ground Floor, 470 St Kilda Road, Melbourne Vic 3004 

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