Business analysis and reporting

Success in your business is measurable in more ways than just your bank balance – and you need the right business analysis and reporting systems to help you understand what that looks like. We’ll help you establish your budgets, set targets and customise reports to track whether you’re on the right path to reaching your goals.

Are you still using gut instinct to make big business decisions?

Let’s face it – every decision you make as a founder impacts the direction of your business. And you won’t know if you’re making the right decisions unless you have set targets and business analysis and reporting to drive your decision-making. 

We’re passionate about the power of data-driven decisions, and we tailor your reporting to the information you actually need to grow in the direction you want. This can range from a startup wanting to create forecasts for potential investors, to a growing business looking at the impact of taking out a loan.

Along with our regular business analysis and reporting options, we can also help our clients take on special projects. We’re always up for a challenge.

Ready to outsource your financial reporting services?

Our team taps into up-to-the-minute finance technology to provide both ongoing or ad hoc business intelligence reporting to help you better understand your venture, and make important operational and investment decisions.

Arrow icon
Arrow icon

Management reporting

Our business analysis and reporting experts provide a strong foundation for monitoring performance, and interpret your business data to provide management reports in a form that best suits your specific needs. We’ll help you track your progress against your goals to make strategic business decisions.

We deliver:
  • Tick icon
    Monthly and quarterly management accounting reports
  • Tick icon
    Weekly debtors and creditor reports
  • Tick icon
    Sophisticated management reporting tools
  • Tick icon
  • Tick icon

Customised dashboards

We design and build tailored business intelligence (BI) dashboards and reports to help you accurately define and measure your goals (whatever they might be). Our team understands that every venture has different business analysis and reporting focuses and needs.

We specialise in:
  • Tick icon
    Custom accounting dashboards
  • Tick icon
    Timely data for faster decision making
  • Tick icon
    Tracking data against your goals
  • Tick icon
    Increasing the accessibility of your numbers
  • Tick icon

Cash flow reporting and budgeting

Whether your business is well-established or in startup mode, cash flow management is crucial to both your survival and growth. We’ll develop a budget to track your progress against your goals, and a forecast to help you set aside the right amount of income to cover your expenses and liabilities.

We prepare:
  • Tick icon
    Customised cash flow reports
  • Tick icon
    Cash flow and budget forecasting
  • Tick icon
    Annual budget preparation
  • Tick icon
    Timely analysis
  • Tick icon

How we're different

We're proactive

We’ll build you a custom business performance dashboard that delivers data designed to help you achieve your business goals.

We're collaborative

We’ll set up the right systems for your business, and present your data in the way that suits you best. If you like the way a report looks, you’ll have a better chance of actually reading it.

We're transparent

We’re up front with our service fees, so you’ll never get a surprise bill. We’ll always be clear about what we need from you and why.

Still need convincing?

Find out what our clients have to say about our business analysis and reporting services.

James Light

“Very professional and highly responsive, personalised service. Like having a financial butler. We cannot recommend Project Alfred enough; they are always ready to answer any queries and we can always be sure that they are accurate and on time. Will be sticking with PA for a long time, 5 stars.”

Stephen Batten

“I sat down with Project Alfred and I instantly knew I made the right decision to engage their services. My family and I needed assistance with budgeting and cashflow. Now I feel a huge load off mine and my family's shoulders after dealing with Project Alfred and would highly recommend it to any business or family looking for that great feeling of financial freedom.”

Kyle Bailey

“Great service. I have gained valuable insights from their knowledge and experience.”

Our pricing promise

We’ll give you an accurate quote on your compliance business services that’s tailored to your current needs and future goals. No matter the size of your company, we can grow and scale alongside you to provide continual support along your journey.

Check out our pricing

Boost your reporting knowledge

Whether you’re wondering how to set your business goals, or need more reasons to outsource your business’ analysis and reporting, our knowledge hub will help bolster your expertise in all things accounting.

Arrow icon
Arrow icon
Small business
Startup
New business
Venture capitalist
Financial wellbeing
Money hacks
Growth stories
A desktop computer on a desk
How to choose a tech stack for your business

From onboarding clients to keeping your books in order, the technology stack you use can make or break your business.

Read more
Arrow icon
Small business
Startup
New business
Venture capitalist
Financial wellbeing
Money hacks
Growth stories
A desktop computer on a desk
Top business and finance apps for business owners

Explore our app recommendations for business owners to set your business up for success.

Read more
Arrow icon
Small business
Startup
New business
Venture capitalist
Financial wellbeing
Money hacks
Growth stories
A desktop computer on a desk
How to keep track of receipts for business purchases

Keep up-to-date with your receipts and invoices before they take over every corner of your office.

Read more
Arrow icon

FAQs