Building a management system and reporting

Consulting from the company Proactisasle

Introduction

It is important for each owner to understand: where is the business, what is its real financial picture and what is necessary for confident growth. However, not all companies have access to this information. Often, reporting is formal in nature, the data is disparate, and management decisions are made on the basis of intuition and experience, but not facts.

Without transparent management, business is in a state of “blind management”. Departments work autonomously, expenses lose control, profit is difficult to predict. In such conditions, it is impossible to accurately answer the questions: what brings money, where resources are lost, what products or directions need optimization.

Company Proactisasle It offers a solution: building a system of management and reporting, which turns data into a growth tool. We create a structure that does not only think, but shows, controls and directs.

The main part

What is management accounting and why it is business

Management accounting is a system that allows management and owners to make conscious decisions, based on relevant and structured data. Unlike accounting, it is not created for the sake of reporting to the state, but for the sake of business efficiency.

He answers questions such as:

• What directions and products are really profitable?
• Where are extra expenses formed?
• What is the real cost of each client?
• How much does the sales or marketing department bring?
• What employees or teams work efficiently?

Without such a system, it is impossible to manage in a business in conditions of growth, uncertainty or scaling.

How works Proactisasle

Company Proactisasle Builds management accounting for the tasks of a particular business. We do not use templates, but develop a structure that is fully consistent with the internal logic of the company.

Our goal is to make a financial and operational picture of a business transparent, visual and useful for decision -making.

Stages of our work:

1. Analysis of the current accounting model
We evaluate:

• Is there any management accounting in principle,
• how the data flows are arranged
• Who and how prepares reports,
• What metrics are now tracked,
• What decisions are made on the basis of current information.

2. Development of accounting architecture
We form the structure of accounting and reporting:

• We determine the key centers of profit and costs,
• We highlight product and client segments,
• We create reporting forms (P&L, reports on units, budgets, KPI panels).

3. Integration with business processes
Management accounting becomes part of the daily work. We build the process of collecting and processing data, implement automation through available tools: Excel, Google Sheets, 1C, Power Bi, ERP systems.

4. Team training and tuning regularity
We conduct the training of key employees. We explain the logic, structure and responsibility for numbers. We introduce a system of regular updating and discussion of reporting.

5. Companing and refinement
After launch, we accompany the process, adapt the system to changes, monitor the correctness of indicators and the effectiveness of implementation.

Company services Proactisasle in the field of management accounting

1. Building a management system from scratch

Ideal for companies where accounting is maintained in accounting, and management logic is absent. We create a structure adapted to the specifics of the business.

2. Restructuring and optimization of existing accounting

For companies that already have management accounting, but it is outdated, overloaded or not used for its intended purpose. We simplify, actualize and make a system convenient for decision -making.

3. Settings of reporting in areas and projects

We create a model by which you can see the effectiveness of each direction, department, employee or project.

4. Visualization and automation of reporting

We set up dashboards and BI platforms. Leaders receive reports in real time, without unnecessary routine and expectation.

5. Support and support in the first months

We stay with you until the system earned stably. We help to make changes, adapt reporting, strengthen the culture of numbers in the company.

The advantages of the company Proactisasle

1. Understanding the business from the inside
We work not only with numbers, but also with processes. We know how business works in practice, and we can adapt accounting for real tasks.

2. Complex approach
We combine financial, operational and strategic information into a single system. This gives a complete management picture.

3. Simplicity and functionality
We create tools that are clear and useful. Even complex reports become visual, readable and applicable in work.

4. Speed ​​and effectiveness
The first reports and managerial conclusions are formed already during the first month after the start of the project.

5. Privacy and accompaniment
We work strictly within the framework of agreements, ensure data security, accompany the business until the result is achieved.

Examples of effects from implementation

• In the logistics company, after introducing accounting for projects, a loss of 40% of orders was identified. After optimization - the growth of margin by 21%.
• In the IT company, thanks to employees, it was possible to identify ineffective command loading and increase performance by 30%.
• In the retail, reporting on profit centers was introduced - this helped close unprofitable points and redistribute the budget to fast -growing regions.

Conclusion

Business management without accurate data is always a game of luck. The constructed management system turns management into accurate science, where each step is supported by facts, and solutions are the result of analysis, not guesses.

Company Proactisasle Creates such systems - transparent, reliable, understandable. We make the business managed, and the profit is predictable. If you want to see your business from the inside, make decisions faster and more precisely, start with the main thing - management accounting .