Business Planning & Reporting

Forecast & Reporting

Forecasting is an essential step when managing your financials and performance. Having a budget or forecast enables you to factually consider the performance of your business.

Knowing your numbers, what you need to measure and understanding the impact on your profits, balance sheet and cash are essential.

Effective forecasting is the foundation of your business planning. An effective forecast for your business will provide you with the focus for the activity that influences your performance and will greatly improve your chances of reaching your desired destination.

A company that really cares about giving the best service at a reasonable cost rather than just taking your money.

Understand today, forecast tomorrow and action a better future for your business

We work with our clients using a collaborative cloud based forecasting and reporting solution, that works with all accounting software but it auto-syncs daily with Xero and QuickBooks Online.

Our management reporting support provides you with financial clarity and control, providing a picture of your business past, present and future all available in real time.

Beautiful Reporting Dashboards that act as a financial satnav for your business

Integrated forecasting and reporting means you can benchmark and report with ease. Say goodbye to spreadsheets and introduce Cashflow Forecasting that puts you in control.

Every business decision you make will affect your financials either now or in time. Explore every avenue your business might travel with advanced ‘what if’ scenario planning.

Unlock the insights that are hidden within your financial information to make better decisions today, that impacts tomorrows success.

Financial & Non-Financial

Your business is not ‘black or white’ so your reporting can’t be either. With the management reporting and integrated forecasting support, all your business drivers, are working harder together to give you more answers.

Track Your Assumptions

Easily communicate your predicted financial position, cash flows and goals by recording and sense checking your expectations.

Flexible Forecasting Methods

Want to link your Sales profitability to your Staff numbers? You can. Want to link account lines, set growth rates and freely enter figures? Again, you can and even create complicated manual calculations? You can do all this and more with our management reporting and forecasting support.

Compare Every Scenario

Will building it in X be more profitable than assembling it with Y? And what will be the long-term impact? See the answers to your questions with detailed, comparative reporting.

How does it work?

  • Consider the numbers that impact your business, build your forecast and monitor the right numbers going forward
  • The software works with all accounting software but it auto-syncs daily with Xero and QuickBooks Online.
  • We help analyse every transaction from cloud accounting software (it’s not just historical information)
  • It’s updated automatically, daily, so reports and performance against budget is always up-to-date and effortless
  • You can slice and dice your business data any way you like with flexible design options and daily, weekly, monthly, annual reporting and custom periods for example
  • Works where you are – an app on your phone or online
Go Mobile! The collaborative forecasting platform is accessible at any time and from any device. It’s your business plan in your pocket, on your desktop, on your tablet.

Get beautiful visuals and real time business insight on your PC, Mac, Smartphone or Tablet. Access on the go on your smartphone or tablet.

Tired of numbers reporting with no clear indication of what it means for your business?

Unsure of your Balance Sheet from your Profit and Loss, or what it all means for Cashflow?

Today we focus on the management reporting while for tomorrow we unleash the power of integrated cloud forecasting.


What are your plans for the next 12 months? Do you need to understand your growth funding requirement or to control cashflow?

Think of a budget like your printed road map telling you how to get from A-B and your forecast as your sat-nav for immediate course correction.

So many accountants don’t advise, they’ll give you a history lesson on what’s happened in the past. Here at CRM, we prefer to help you look up and ahead. That’s why we have a fully Certified Business Advisor with FUTRLI – the most advanced platform on the market to help you control cashflow and accelerate growth.

Contact us to discuss how we can help you with your effective forecasting and management reporting on 01865 379272.

Why Work with CRM?

We are a team with the balance of commercial awareness and the expert, technical knowledge you would expect to support your business.

We come highly recommended by our existing clients.

We are committed to Making Your Numbers Work for your success

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