Management Reporting

At Lumen, we don’t believe the role of the bookkeeper stops at accurate data entry. Our accounting and bookkeeping services include accounting reporting to help you to get an accurate view of your business performance.

Having a granular view of how each area of your how your business is performing means you can identify what can be leveraged to decrease business costs and ultimately increase your profits.

Whether you require monthly financial reporting to your Board, annual budgeting support, the team at Lumen are experienced professionals in providing tailored business, financial and management reports. As a business owner, your time is valuable and the information you use to base decisions on is crucial.

Monthly Reporting

Are your monthly reports too detailed, inaccurate, or provided months after the month end? Do you require tailored, up to date and simplified dashboard reporting that allows you to make informed decisions from month end reporting?

Lumen have developed a tailored reporting tool that allows our team to set up reporting that meets your requirements. After an initial consultation with our team, we can provide reporting options for your organisation to review, and provide accurate and insightful reporting within your pre-determined timeframes to meet your requirements.

Annual Budgeting Support

Are your annual budgets assisting your organisation to review actual performance against accurate targets? Or are they simply last years results with an inflation estimate added?

The team at Lumen have detailed experience in providing budgeting support to a variety of client industries and sizes, and can provide more meaningful annual budgets for your organisation to benchmark against.

We can provide customised solutions for your business to assist with:

• Weekly and Month-end reporting

• Customised Dashboards

• Inventory Reports

• Monitoring and forecasting cashflow

• Budgeting

• Sales Reports

Find out we can help your business and contact us today using the form below to find out how we can help.