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.
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
Stay in control of your working capital. We forecast inflows and outflows to help you anticipate cash gaps and manage payments proactively.
Budget vs Actual Comparisons
Quickly spot variances between planned and actual performance. This highlights underperforming areas and allows you to adjust strategies early.
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.
Starter Package
$299 / Month
Perfect for small businesses needing reliable monthly financial visibility.
Includes:
- Monthly Profit & Loss Report
- Basic Cash Flow Summary
- Balance Sheet Overview
- Simple PDF Reports
- Email Support
Growth Package
$549 / Month
Ideal for growing businesses looking for deeper insight and accountability.
Includes:
- Everything in Starter, plus:
- Budget vs Actual Comparisons
- Monthly KPI Summary
- Quarterly Performance Review Call
- Commentary & Recommendations
- Customisation by Entity or Division (up to 2)
Strategic Package
$899 / Month
For established businesses, CFOs, or leaders who need investor-ready, strategic insights.
Includes:
- Everything in Growth, plus:
- Advanced KPI Dashboards (via Fathom/Xero)
- Forecasting Support (12-month outlook)
- Monthly Strategic Call with Senior Advisor
- Board-Ready Packs & Visual Charts
- Multi-Entity Reporting (3+ businesses or divisions)
Still unsure which package is right for you?
Our Other Services
Bookkeeping
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.
Payroll
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.
Virtual CFO Services
Gain strategic financial leadership on a part-time basis. We help you budget, forecast, and grow with expert insights and board-level reporting.
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.
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.”
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.
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?
They’re ideal for business owners, CEOs, CFOs, and managers who want ongoing visibility into performance. Our clients include growing businesses, multi-entity operations, and anyone needing financial clarity to support growth.
What’s included in your management reporting packages?
- Monthly Profit & Loss reports
- Balance Sheet summaries
- Cash flow tracking
- Budget vs Actual comparisons
- Custom KPI dashboards
- Strategic commentary and performance insights
How frequently are management reports delivered?
We deliver reports on a monthly, quarterly, or customised schedule, depending on your business needs. Most clients prefer monthly reporting to stay up to date on performance and cash flow.
Can you customise management reports for my business?
Yes. We tailor every management report to suit your business structure—whether that’s by department, job site, location, or cost centre. This ensures every report is relevant, insightful, and actionable.
Do you provide dashboard-based financial reporting?
Absolutely. We use tools like Xero and Fathom to create live, visual financial dashboards. These help you track KPIs, revenue trends, profit margins, and cash flow in real time.
Can I use these reports in board meetings or with investors?
Yes. Our business performance reports are presentation-ready and trusted by CFOs, directors, and investors. We format them for clarity and provide commentary so they’re useful in strategy meetings or funding rounds.
Will someone explain the financial data in my reports?
Yes. Each report includes written commentary, and most packages include a walkthrough meeting. We help you interpret the data, understand performance trends, and identify next steps to improve your financial health.
Is Xero required for your reporting services?
We specialise in Xero-based management reporting, but can work with other cloud accounting platforms. If you’re not on Xero yet, we can help migrate or integrate your data for seamless reporting.
How long does it take to implement management reporting?
Initial setup takes 5–10 business days, depending on your accounting system and reporting needs. We’ll guide you through onboarding and make sure your reports are aligned with your business strategy from the start.
Is management reporting suitable for small businesses?
Yes! Our Starter package is designed specifically for small businesses looking for simplified financial reports, including profit and loss, cash flow, and basic KPIs—without the overhead of a full-time CFO.
How do I get started with Elite Plus Accounting’s reporting services?
Simply book a free discovery call or request a sample management report. We’ll review your goals, recommend the right package, and begin building customised financial reports to support your business success.
