SERVICE / ENGAGEMENT
Management control and reporting
Profit and loss by business area, customer or project, with indicators and a regular review routine.
Request a diagnostic conversationWHAT WE DELIVER
Concrete deliverables for the team to use.
- Demonstration of management results by company, area, client, product or project
- Dashboard with financial and operational indicators
- Analysis of margins, costs, deviations and profitability
- Maps of accounts receivable and accounts payable
- Periodic report with conclusions, risks and recommended actions
- Model and calendar for the monthly reporting routine
HOW THE PROCESS WORKS
- 01
We collect information from accounting, ERP, CRM and internal files.
- 02
We identify the indicators relevant to the business and validate the quality of the data.
- 03
We built the reporting model and defined the analysis routine with management.
- 04
We update the results and monitor deviations and action plans.
HOW THE WORK CONNECTSLID / 03
Management control and reporting
- 01We collect information from accounting, ERP, CRM and internal files.
- 02We identify the indicators relevant to the business and validate the quality of the data.
- 03We built the reporting model and defined the analysis routine with management.
Frequently asked question
What is the difference between accounting and management control?
Accounting records the company's activity and ensures compliance with applicable obligations. Management control reorganizes this information to analyze margins, results, deviations and profitability and support decisions.