Why Management Information should no longer be Mission Impossible
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- Andrea Wilkinson
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1 Why Management Information should no longer be Mission Impossible
2 INTRODUCTION Our MonitorPRO reporting pack has been developed over recent years and is designed to meet the growing need for business managers, owners and other stakeholders to understand and control their business finances in a timely manner. Historically, obtaining the information required to manage the finances of a business effectively has been a costly and time-consuming process. MonitorPRO solves this. It produces a clear and tailored summary of management information, whilst maintaining the ability to drill-down into the detail when required. MonitorPRO is based on the UK s leading software package, Sage. However, it can be used with most computerised accounting systems. Accordingly, getting understandable, thought-provoking and cost-effective management information need no longer be mission impossible
3 FEATURES AT A GLANCE Gives you an at-a-glance summary of all areas of a company s finances, putting you in control Acts as an early warning system against cash flow problems, allowing you to concentrate on running your business Allows you to identify the key trends affecting your business, giving you the ability to predict what s going to happen next Analyses the margins within which your business is working and provides an insight into the impact of changing them Provides the right tools for you to identify unnecessary costs and allows us to ensure tax saving opportunities are identified Extracts all the information required to monitor the performance of your business in detail 1
4 DASHBOARD Putting you in the driving seat Our Dashboard Summary was added in early 2013 and provides a powerful at-a-glance insight into the finance of any business. It highlights the status of the following key areas of business finance: Profitability Sales Key Margins Overheads Cash flow Balances Overall Growth / Decline We tailor MonitorPRO to your business, enabling you to really understand your finances, take control and start making better financial decisions. 2
5 CASHFLOW The lifeblood of any business Many business owners don t identify a cash flow problem until it is too late. Whether it is an unexpected tax bill or just that quiet time of the year, often there are regrets that something was not done sooner. Our MonitorPRO pack provides a month-by-month analysis of key movements in cash flow helping you identify potential problems at the earliest opportunity. It provides an estimate of the likely corporation tax liability each and every time, meaning that unexpected tax bills are a thing of the past. It also allows your bank manager to gain a better understanding of your business and giving your lenders this extra comfort in your finances can often enhance your ability to access additional financial support at the times when your business needs it most. 3
6 KEY TRENDS A picture is worth a thousand words Many business owners don t understand their monthly accounts. They pay for them, glance at the figures and then ignore them. This is why we include a visual analysis of the key trading trends affecting your business. This time, that same glance can provide an instant and understandable analysis of the underlying trade of the business. The charts produced can also help to focus your team s effort as they can see the results of their actions without having to have access to the whole of your accounts. Our MonitorPRO pack means that management accounts which nobody understands are now a thing of the past. 4
7 MARGINS Finding that extra 1% can make a big difference You will probably look at your sales in detail and watch your bank account like a hawk, but how much attention do you pay to the margins affecting your business? Often a small improvement in your margins can have the same effect as gaining a new customer. In the same way, a small decline can be like losing a key account. Our MonitorPRO reporting pack will provide an analysis of the key margins of your business against forecasts, previous months, and the prior year. Importantly, it also helps to you to focus on the areas which will improve the profitability of the business the most by quantifying what-if? you could find that extra little bit. 5
8 CUT COSTS & TAX Eliminate unnecessary expenses (and tax bills!) Controlling the costs of a business can be a time-consuming process. Time which could have been better spent elsewhere. We help identify the key costs of a business and then tailor the MonitorPRO pack to highlight any significant variance in these key costs. Current year costs can be compared clearly and easily against the same costs from prior years as well as against any budgeted costs. This allows you to quickly identify and control the costs of your business. Your monthly figures will be reviewed regularly by our highly-qualified tax team, maximising the chances of identifying any tax-saving opportunities and minimising the amount of cash which has to leave your business. 6
9 EXAMINE How s business? When asked, do you really know the answer to that question? Each month, MonitorPRO provides a comparison of business performance on all areas of the business and unlike most standard reports in accounting software, it s not just for the month in question. Your detailed reports enable you to comprehensively examine your business finances and really understand how your business is performing. With MonitorPRO, you ll always know the answer to the question. 7
10 TESTIMONIALS What our clients say about MonitorPRO Stuart Murphy Managing Director of Rollem Specialist Finishing Systems Ltd Rollem has been using the services of Shorts for nearly 50 years in the roles of auditing accountants, IT support, management and strategic advice. More recently, we have outsourced the management accounts function completely and very successfully. Shorts work very well with us, as they are there when we need them with first class advice and indepth resources for busy periods, and quietly and reassuringly in the background at other periods. I particularly admire the way that Shorts develops and analyses to ensure that their service continues to be first class and totally supportive. Steve Basford Director of Sheffield Catering Supplies Ltd Just a quick note to say how useful the new Month End Reporting Pack has been. Apart from the in-depth figures which really help keep an eye on where we are, the graphs show at a glance how we are doing in this month / year to date. The fact that there are individual sheets and headings mean we can show the team how the company is doing without divulging any information we don t want them to be party to. Sales charts for the sales force, overheads for all staff (so they can keep an eye on phone usage, electricity, fuel costs for the drivers etc.) all help to point out where we need to pay attention. Great job - very useful and well worth the effort. Neil Warren Director of Home and Beauty Limited For more testimonials visit our website at: We have been using the MonitorPRO reporting pack for the past two years and we have found that it helps us understand and control the company s finance much better than before. Also, our bank have been very impressed with the reports and I feel that this has helped us secure the funding required to help grow our business! 8
11 AVAILABLE PACKAGES MonitorPRO puts you in control of your business and your accounting costs MonitorPRO Bureau Features Prepare your own complete and reconciled accounting information in-house Upload your trial balance or Sage backup onto our secure portal We download your data and produce your monthly MonitorPRO Reports produced within 2 working days Standard Pack 99 plus VAT Per month Including Forecasting from 199 plus VAT Per month MonitorPRO Management Accounts Packages Features Upload your data monthly We review and amend where necessary Packages tailored to individual circumstances and requirements A tried and tested process resulting in high-quality management information MonitorPRO produced within a month of each month s end All results reviewed in detail and produced to a standard equivalent to many year-end accounts Packages based on a flat monthly fee to include all regular work required throughout the year from 349 plus VAT per month ask for a quote Free trial available (see over) 9
12 CONTACT US Request your free trial for SAGE 50 Malcolm Pope has been closely involved in the development of MonitorPRO, which gives clear management information, presented in a format that clients can really understand. MonitorPRO allows key trends to be identified and focuses on the ever-critical area of cash-flow management. Malcolm leads our management accounts service offering and specialises in helping clients truly understand the financial impact of key strategic decisions. Contact Malcolm Pope to obtain a full example copy of the MonitorPRO reporting pack. Free trials are available for businesses using Sage 50. MALCOLM POPE malcolm.pope@shorts.uk.com Tel: Mobile: Sheffield: 912 Ecclesall Road Sheffield S11 8TR Find us on LinkedIn Follow us on 10
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