Service /04 — Management Reporting & FP&A Services
Numbers your board can read.
A monthly reporting pack that answers rather than asks — P&L, balance sheet, cash flow and a KPI one-pager, with budgets and forecasts built when you need them.
What’s included.
Run fully or in part — most clients start with one painful process and hand over the rest when it suits them.
Monthly packP&L, balance sheet and cash flow presented consistently every month — same format, same day, no chasing.
KPI one-pagerThe handful of numbers that run your business, on one page, with trend lines and commentary.
Budgets & forecastsAnnual budgets and rolling forecasts built from your actuals — not spreadsheet theatre.
Variance commentaryPlain-English notes on what moved and why, written by the team that posted the entries.
Board packsInvestor- and board-ready reporting, formatted to your template.
Fixed feeOne fixed monthly fee — reporting that scales without a senior hire.
How it runs.
The same three-step handover behind every Waney service — your current accountant stays in the loop throughout.
Map
A two-week discovery: we document how this process works in your business today, then price a fixed monthly plan.
Transition
SOPs written, least-privilege access provisioned, and the process run in parallel with your current team until outputs match.
Run
Day-to-day delivery with named owners, sign-offs and reporting — plus quarterly service reviews to keep us honest.