Management Reporting & Action Plans

At Bonitas, we understand the organisations we serve require accounting support and guidance. Although meeting with your accountant once a year is a great opportunity to take stock, it isn’t

enough to get the most from your numbers. Management reporting and action plans provide in-depth financial reviews, so you are better able to understand the numbers and refer to up-to-date financials that allow you to make informed decisions. Our team specialises in creating easy-to-use, customised one-page snapshots that allow you to keep a close eye on the key drivers of your business.

Your KPI Scorecard

Our management reporting features our unique Key Performance Indicators (KPI) scorecard and action plan, a powerful management report designed to help you:

  • Compare Actual Performance to Budgets or Past Performance
  • Analyse Business Performance by KPIs
  • Identify Risks and Opportunities
  • Develop Monthly Goals and Targets

Your scorecard frees up time spent struggling with finances so you can spot opportunities and patterns, both in the short-term and long-term. You will never be flying blind.

What are KPIs?

Whether you are an ASX listed corporate, a micro-business, small and medium sized enterprise (SME), not-for-profit organisation or registered charity, all organisations should be measuring both financial and non-financial KPIs to track their performance. KPIs measure and compare goals against actuals either based on your overall operations for smaller to medium-sized organisations, or by department for larger organisations.


They look at both the financial aspects such as your accounts receivable and payable, payroll, cash flow and credit use, as well as operational aspects such as project completion, labour, equipment use and scheduling. Using our KPI scorecard you easily keep track of the performance most important to your particular business and goals.

Why KPIs are Important to Your Organisation

In a nutshell, KPIs highlight everything happening with your business. Our KPI scorecard gives you all your KPIs at once so you are watching your business results and events in real-time, while also always knowing how money flows in and out of your business. As a result, you are proactively making changes to correct potential issues using up-to-date management reporting.


You can track:

● Financial information

● Look at post-mortems using financial analysis

● Study employee measures to improve productivity and efficiencies

● Look at critical operational measures to keep track of credit spends to reduce credit use or leverage credit towards growth investments.


KPIs are the most important tool to help you succeed. We base your KPI scorecard on your goals so you can measure the most important metrics to meet those goals.

Why You Need to Set Goals and Targets

Bonitas management reporting and action plans allow you to easily set and prioritise regular goals so you can strategically use your day-to-day operations to help you achieve your long-term goals. It simplifies the process and allows you to set priorities in manageable bite-sized pieces. Instead of flying blind, you are constantly aware of what needs to get done and when, so you schedule a time to avoid getting caught up in untargeted day-to-day operations and tasks

that can make it impossible to meet your growth strategies.

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