CASHFLOWS AND FORECASTS

Enabling Growth

Cashflow Reports

So important. Usually overlooked. We have the tools to create dynamic cashflow reports using live data from your Xero. We will report back to you monthly/two monthly and update the forecast as necessary. We can look at what has happened, and target areas for improvement. We can create what-if scenarios. Can you afford that new car, staff member, office rental? What happens to my bottom line if I offer a discount but that increases sale? We encourage all businesses to have one. We offer all our clients one. This is what we love to do all day. Help us do what we love. Contact us to book a meeting to discuss your requirements. 


Dashboards

Import your Xero software into dashboards and create graphics of your business performance. Fantastic for those of us who respond better to an image than text, it is a visual representation of how your business is performing.


We offer these reports free for the first month. This gives us a chance to set them up, and get them working properly. From there you will pay a small monthly fee to cover the software and our time. We can email these direct to your bank or other lenders


Provided free with our fixed Virtual CFO Package but also available for a fixed monthly fee.

 

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