Management Reporting, Financial Literacy & Training

The cherry on top


Planning for success

So, what’s next for your business now that your books are in great shape? The journey beyond bookkeeping accuracy and compliance leads us to measure your success. We will take you to the next level by setting goals and leveraging your trusted data. It’s time to take your business to a new level through Management Reporting, Analysis, Financial Literacy and Training.

It’s time to take your business to a new level through Management Reporting, Analysis, Financial Literacy and Training.

Learning & Understanding

NumbleTM supports you in understanding your numbers, what they reveal and how to nurture your success through improved financial literacy. Our skilled staff will increase your understanding of what drives your business through mentoring and training. We can create a tailored service to include:

  • Client Mentoring
  • Financial Literacy Training
  • Bookkeeping Software & Reporting Training
  • What is the Difference between Cash and Profit?
  • How to read a Profit & Loss
  • What does my Balance Sheet tell me?
  • How do I know if my Business is Profitable?
  • The Power of Accurate Financial Data
  • What makes a Successful business?
  • How to be an entrepreneur
Analysis & Beyond

It’s time to look at how you got where you are and how your business performs compared to your competitors. We’ll discuss your Strengths, Weaknesses, Opportunities and Threats. NumbleTM can set and monitor goals to create a strategy for growth. Using proven techniques and metrics to analyse your numbers, we can create a step-by-step plan for your business success.

  • Implement Management Reporting
    • Forecasting
    • Cashflow
    • Budgeting
    • Goal Monitoring
  • Business Performance Analysis
    • Profitability
    • Break Even
    • Gross Profit & Margins
    • What are Business Ratios, and what do they mean?
    • Inventory Turnover
    • KPI set and monitor
    • SMART Analysis
Growth & Freedom

Where you take your business is in your hands. You’ve created the path, have the tools, and developed a clear plan. Continue that uphill surge, harness your opportunities, and unlock the power of information that is the key to achieving long-term financial success. NumbleTM are your greatest supporters, we have your back every step of the way through:

  • Business referrals
  • SWAT Analysis
  • Strategic Planning
  • Creating a Business Plan
  • Exit and Succession
  • Regular Financial Meetings
  • External CFO Mentoring

Congratulations have now the skills and support to be a Champion Marathon Business Runner!