Clear, timely, and investor-grade financial reporting — monthly management accounts, board packs, KPI dashboards, and statutory accounts delivered by experts who make complex financials easy to understand and act on.
Professional monthly P&L, balance sheet, and cash flow statements — produced by the 5th of each month so leadership always has current financials for decision-making.
Formatted financial reporting packs for your board and investors — including KPI dashboards, variance commentary, and trend analysis presented in clear, professional layouts.
Custom Looker Studio or Excel dashboards tracking your most important financial and operational KPIs — updated monthly with automated data pulls where possible.
Annual statutory accounts, compliance reporting, and regulatory filings prepared to the required standards for private limited companies, LLPs, and partnerships.
Monthly budget variance analysis with written commentary identifying key drivers of over/under performance — giving management the insight to make corrective decisions.
Financial consolidation for multi-entity business groups — eliminating intercompany transactions and producing accurate group-level management accounts and statutory reports.
A financial reporting expert who has produced monthly management accounts for 50+ businesses across manufacturing, retail, technology, and professional services. Kavitha's reports are known for clear formatting, insightful variance commentary, and delivery before the 5th of every month — without exception.
We commit to delivering monthly management accounts by the 5th working day of the month — so your leadership team always has current financials in time for meaningful decisions.
Every report includes written variance commentary — explaining what changed, why it changed, and what it means for the business — turning data into genuine management insight.
Our reports are formatted to the standard that investors and board members expect — professionally presented, logically structured, and supported by KPI dashboards they can interrogate.
Good financial reporting isn't just accurate — it's timely, clear, and actionable. We produce reports that your leadership team actually reads — and uses to make better decisions.



"We were spending 2 weeks preparing management accounts manually. Protechplanner took over reporting and we now receive a complete board pack — P&L, balance sheet, variance analysis, and KPIs — by the 5th of every month without any effort from our team."
"The group consolidation was a nightmare across our 4 entities. Protechplanner implemented a proper consolidation process, eliminating intercompany entries correctly, and we now have a clean group P&L and balance sheet every month."
"Their board pack format is genuinely excellent. Investors and board members now comment on how clear and professional our financial reporting is. What used to take our team 3 days is now delivered automatically with better quality."
Questions about management accounts, board packs, or statutory reporting?
Message a Reporting ExpertOur reporting specialists will deliver clear, timely, and actionable financial reports that your leadership team can use with confidence.