02
Financial Reporting & KPI Dashboards
Management reporting and dashboards that show owners and managers what is happening in the business — clearly, consistently and in time to act.
Service 05
Ongoing Performance Advisory
A regular rhythm of reporting, review and commercial advice that keeps performance visible and management accountable.
Overview
A regular, structured view of performance — and someone to work through it with.
Good reporting is only valuable if someone reads it, questions it and acts on it. Ongoing Performance Advisory provides a consistent monthly rhythm: reporting prepared, results reviewed, variances explained and actions agreed. It suits businesses that want the discipline of strong management reporting without building a full in-house finance function.
What’s involved
Typical work
- 01Monthly management reporting preparation
- 02KPI and performance reviews
- 03Commercial performance meetings with owners or management
- 04Dashboard maintenance and refinement
- 05Trend and variance analysis
- 06Recommendations and implementation support
- 07Budget and forecast check-ins
What you receive
Clear, practical deliverables
Agreed at the outset, so you know exactly what the engagement will produce.
Monthly performance pack
A consistent report covering results, trends and variances, with written commentary.
Performance meeting
A regular meeting to review results, discuss issues and agree actions.
Action tracker
A running record of agreed actions, owners and progress.
Maintained dashboards
Reporting kept current and adjusted as the business changes.
Ad hoc analysis
Support with specific commercial questions as they arise, within the agreed scope.
How it works
A structured, transparent process
- 01
Set the rhythm
Agree the reporting calendar, measures, meeting format and who attends.
- 02
Prepare
Compile the monthly pack from your systems, with variances explained.
- 03
Review
Meet to work through results, questions and emerging issues.
- 04
Act
Agree actions, owners and timing, and record them in the tracker.
- 05
Follow through
Check progress at the next review and adjust priorities as needed.
What it can help you achieve
- Consistent visibility of performance, month after month
- Earlier identification of issues and opportunities
- Accountability for agreed actions
- Access to commercial analysis without a full-time hire
Outcomes depend on each business and on how recommendations are implemented. We do not promise specific financial results.
Suited to
- Businesses that have completed a review or reporting build
- Owners who want an external sounding board
- Clubs and groups reporting to boards or investors
- Growing businesses without a dedicated finance manager
Getting started
A short discovery call is enough to confirm whether this service suits your business. If it does, you will receive a written scope and fee before anything begins.
Arrange a discovery callQuestions
About this service
How is ongoing advisory priced?
Arrangements are scoped to the level of support you need and agreed upfront as a regular monthly fee, so costs are predictable.
Do you replace our accountant or bookkeeper?
No. Outturn works alongside your accountant and bookkeeper. We focus on management reporting and commercial performance; tax, compliance and statutory accounts remain with your accountant.
Can we start here without a review?
Yes, although most arrangements begin with a short review or reporting set-up so the monthly reporting is built on a solid foundation.
Related services
All services01
Operational Performance Review
A structured diagnostic of how your business is performing — financially and operationally — with clear findings and a prioritised plan for improvement.
Next step
Discuss ongoing advisory for your business.
Tell us about your business and what you would like to improve. If Outturn can help, we will suggest a sensible next step. If we cannot, we will say so.
Or email admin@outturnadvisory.com.au
- 1
A short call
We discuss your business, priorities and where performance feels unclear.
- 2
An honest view
We tell you whether — and how — Outturn could help.
- 3
A clear proposal
If there is a fit, you receive a defined scope and fee before anything begins.