Financial Review and KPI Reporting for Small Businesses
The right handful of numbers, reviewed every month, tells you more than a dashboard full of charts. AccoTiva selects KPIs that match your business model, calculates them from reconciled books and explains the trend in plain English.
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Problems we solve
- You track lots of metrics but none of them change your decisions.
- KPIs are calculated from data that has not been reconciled.
- Trends are noticed months after they start.
- Different reports show different numbers for the same metric.
- Investors or lenders want regular performance updates.
What’s included
KPI selection
A short list of measures tied to your goals, such as gross margin, cash runway, receivable days, prime cost or contribution margin.
Consistent definitions
Written definitions for each KPI so the number means the same thing every month.
Monthly scorecard
A one-page scorecard showing the current month, trend and target for each KPI.
Financial review
A review of the profit and loss, balance sheet and cash flow with commentary on what changed and why.
Industry context
Comparison against typical ranges for your industry where meaningful, presented as guidance rather than guarantees.
Action notes
Specific follow-up items so each review ends with clear next steps.
Benefits for your business
- A monthly view of performance that takes minutes to read.
- Earlier warning of margin or cash problems.
- Shared language with partners, managers and lenders.
- Metrics built on numbers you can trust.
Who this service is for
Restaurants tracking prime cost, e-commerce sellers watching margin after fees and ad spend, service firms monitoring utilisation and receivable days, and any owner who wants a short, reliable monthly scorecard.
How we work
- Free consultation. A 30-minute call about your business, software and goals.
- Fixed-fee proposal. A written scope and price, usually within 48 hours.
- Onboarding. Secure access to your accounting software, banks and apps, plus any cleanup needed.
- Ongoing delivery. Work completed on a set schedule, with reports and a bookkeeper you can reach.
Frequently asked questions
How many KPIs should a small business track?
Usually five to ten. More than that tends to dilute attention. We help you choose measures you can influence.
Do you provide live dashboards?
We can provide dashboards where your tools support them, but most clients get the greatest value from a reviewed monthly scorecard with commentary.
Can I check my profit health myself?
Yes. Our free Business Profit Health Scanner gives a quick view of margins, payroll, runway and receivables.
Is this included in a service plan?
KPI reporting is included in higher-tier plans and can be added to others. See our service plans for details.
Related services and resources
AccoTiva provides bookkeeping and accounting support. We do not prepare tax returns or process payroll; we work alongside your CPA or tax advisor.
Talk to us about Financial Review & KPI Reporting
Tell us about your business and current bookkeeping setup. We reply within one business day.