Management information turns accounting data into a short, regular report that owners and lenders can read quickly. The firm designs the report, defines each measure and prepares it each month.
Scope of service
- KPI definition and data sources
- Monthly profit and loss by segment
- Working capital and cash position
- Cost per unit and margin trends
- Lender and board reporting formats
Regulatory framework
- Management accounting practice
- Stock statement formats required by banks, where relevant
Typical professional activities
- Report design workshop
- Data extraction from ERP
- Dashboard in Excel or Power BI
- Monthly review call
Applicable industries
- Manufacturing
- Automobile & Auto Components
- Engineering
- IT & Software
- Pharmaceuticals
- Infrastructure
- Sugar & Agro Industries
- Trading & Distribution
- Service Industries
- Startups & Growing Businesses
Relevant articles and resources
- Break-even and contribution analysis with a worked example
- Reconciling cost and financial profit
- Knowledge Centre: Management Accounting
- Net Profit Calculator
The information on this page describes the nature of the service. It is not advice on any specific matter. See the disclaimer.