During the initial stages we'll link our online management system to your accounting system so we can develop a set of budgets for the year ahead as a target, and for each month as a working scenario. Once the budgets are in the system, you'll get access to our online dashboard to track live results. We'll also be monitoring the company actual result to budget for our monthly meetings.

Monthly meetings will focus on three main areas: (1) non-achievement of the budget so we can improve over the coming month, (2) where we exceeded budget so we can repeat the situation in the future, (3) the quarterly results and 6-monthly results to manage trends in your company.

We link your financial system to our cloud-based dashboard. Our online dashboard gives you greater clarity to your financial position so we can easily see trends, for example, red-light situation we need to catch immediately and the actual to budget results. The dashboard takes much of the mystery out of the financial area of your company's performance as it gives better optics as to what is happening in the business. 

The online traffic light reports give us red for the financial areas which have declined in performance, green for the financial areas which have improved in performance, and yellow for the financial area which did not shift over the month. This report gives us clarity and focuses on catching declining financial results.