For accounting firms
Provide higher-value reporting and forecasting services to clients without pulling your managers away from other client work.
Financial reporting and FP&A
Numbers that answer the next question.
Financial statements tell you what happened.
Management reporting should help you decide what happens next.
Heritage builds recurring reporting packs, budgets, forecasts and models that give owners and management a usable view of performance, cash and upcoming decisions.
- Reporting cycle
- Monthly
- Format
- Yours or ours
What's included
- Monthly and quarterly financial statements
- Annual budgets
- Rolling forecasts
- Cash-flow projections
- Variance analysis
- Written management commentary
- KPI dashboards
- Power BI, Fathom or Excel reporting
- Investor updates
- Board reporting packs
- Pricing scenarios
- Hiring scenarios
- Funding scenarios
- Management reporting in your existing format
For accounting firms, For businesses
For businesses
Get a recurring management pack and forward-looking forecast that can be used in management meetings, board discussions and financing decisions.
How we deliver
- 01
Agree the pack
We define what management needs to see, who uses it and when it needs to be ready.
- 02
Build or adapt the model
We can maintain an existing model or build a new one where the existing model no longer answers the questions management is asking.
- 03
Update monthly
Actual results are loaded, forecasts are refreshed and variances are explained.
- 04
Review
Your management team reviews the information before it is used for decision-making, investor communication or board reporting.
Software we work in
- Excel
- Google Sheets
- Fathom
- Power BI
Your financial data stays in your systems and shared drives, accessed through named logins with multi factor authentication.
Questions about this service
Do you need the books closed first?
Yes. Reporting starts from a closed month. If your close is not reliable yet, we can run it as part of our bookkeeping and monthly close service.
Can you use our existing model?
Yes. We can maintain your model as it is, or rebuild it if it no longer answers the questions you are asked.
Which tools do you report in?
Excel, Google Sheets, Fathom and Power BI. The format is yours or ours.
Let's find out if this fits.
Fifteen minutes, no deck. Tell us where the pressure is and we will tell you honestly whether we can help.