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Services/Finance & Accounts/Financial Reporting
Hire Reporting Specialists

Reports That
Drive Decisions

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.

5thMonth-End Delivery Date
100%Statutory Compliance Rate
3hrsSaved vs DIY Reporting

Share Your Requirement

Reporting Tools We Use

QuickBooks
QuickBooks
Xero
Xero
Looker Studio
Looker Studio
Power BI
Power BI
Microsoft Excel
Microsoft Excel
Google Sheets
Google Sheets
Notion
Notion
Zoho
Zoho
Dropbox
Dropbox
Slack
Slack
HubSpot
HubSpot
Google Analytics
Google Analytics
QuickBooks
QuickBooks
Xero
Xero
Looker Studio
Looker Studio
Power BI
Power BI
Microsoft Excel
Microsoft Excel
Google Sheets
Google Sheets
Notion
Notion
Zoho
Zoho
Dropbox
Dropbox
Slack
Slack
HubSpot
HubSpot
Google Analytics
Google Analytics
QuickBooks
QuickBooks
Xero
Xero
Looker Studio
Looker Studio
Power BI
Power BI
Microsoft Excel
Microsoft Excel
Google Sheets
Google Sheets
Notion
Notion
Zoho
Zoho
Dropbox
Dropbox
Slack
Slack
HubSpot
HubSpot
Google Analytics
Google Analytics
What We Produce

Comprehensive Financial Reporting Services

Monthly Management Accounts

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.

P&LBalance SheetCash FlowMonthly

Board & Investor Packs

Formatted financial reporting packs for your board and investors — including KPI dashboards, variance commentary, and trend analysis presented in clear, professional layouts.

Board PackInvestor ReportKPIsCommentary

KPI & Performance Dashboards

Custom Looker Studio or Excel dashboards tracking your most important financial and operational KPIs — updated monthly with automated data pulls where possible.

Looker StudioDashboardsKPIsAutomated

Statutory & Regulatory Reporting

Annual statutory accounts, compliance reporting, and regulatory filings prepared to the required standards for private limited companies, LLPs, and partnerships.

StatutoryAnnual AccountsComplianceRegulatory

Budget vs Actual Reporting

Monthly budget variance analysis with written commentary identifying key drivers of over/under performance — giving management the insight to make corrective decisions.

Variance AnalysisBudget vs ActualCommentaryDrivers

Consolidated Group Reporting

Financial consolidation for multi-entity business groups — eliminating intercompany transactions and producing accurate group-level management accounts and statutory reports.

Group ReportingConsolidationIntercompanyMulti-entity

Meet Your Reporting Specialists

Kavitha
Hello, I'm

Kavitha

Management Accounts Specialist

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.

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Always by the 5th

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.

Clear Commentary, Not Just Numbers

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.

Investor & Board Ready

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.

Why Protechplanner

Reporting
Excellence
Without Compromise

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.

Call our Finance Team
+91 1234 567 890

Recent Success Stories

Board Pack Delivery: From 2 Weeks to 5th
Monthly Management Accounts

Board Pack Delivery: From 2 Weeks to 5th

10-Day Reporting Reduction
4-Entity Group Consolidation Automated
Group Financial Consolidation

4-Entity Group Consolidation Automated

Clean Monthly Group Accounts
Investor-Grade Reporting Implemented
Board & Investor Packs

Investor-Grade Reporting Implemented

3 Days Saved Per Month

What Our Clients Say

"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."

Arun Kapoor
Arun Kapoor
CEO, ManufactureFirst

"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."

Priya Sekar
Priya Sekar
Finance Head, TechGrow

"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."

James Morton
James Morton
CFO, GlobalLink India

FAQ

Questions about management accounts, board packs, or statutory reporting?

Message a Reporting Expert

Get Started

Reports That
Actually Get Read

Our reporting specialists will deliver clear, timely, and actionable financial reports that your leadership team can use with confidence.

Book Free ConsultationAll Finance Services
Call
+91 1800 567 890
Email
hello@protechplanner.com
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