Management Reporting
We turn your numbers into insights through calm, confident reporting. You drive growth with clarity and improve performance with control.
Dashboards, graphs, and insight.
We bring your numbers to life so you can lead with clarity.
Management reporting is more than spreadsheets and summaries.
It is the insight that drives better decisions.
We bring together clean data, smart tools, and a consistent reporting rhythm so you always know where your business stands and where it is heading next.
What you will gain:
- Clarity on performance
- Confidence in decisions
- Focus on what really matters
From monthly reports to tailored dashboards and strategic commentary, we make your numbers clear, visual, and genuinely useful.
What you can expect:
- Dashboards that bring numbers to life
- Reports that highlight what is working
- Insights that guide proactive action
With calm, consistent reporting in place, you can stop guessing, stay in control, and lead your business forward with confidence.
Insightful reports that do more than inform. They guide you along your journey.
Reporting Insights
Reliable. Structured. Stress-Free. Financial Reporting That Lays the Foundation.
We deliver clear, consistent management reports using platforms like Xero, Zoho Books, QuickBooks and FreeAgent to give you reliable financial data every month or quarter, not just at year-end.
By aligning your reporting periods with your year-end goals, we help you stay organised, compliant, and fully in control throughout the year.
We provide tailored Reporting Insights that turn regular numbers into a calm, predictable rhythm of understanding so your accounts are always ready and nothing comes as a surprise.
Reporting Growth
Focused. Forward-Looking. Growth-Driven. Numbers That Guide Your Next Step.
We help you plan, budget, and forecast with clarity by creating reporting that doesn’t just look back, but pushes your business forward.
Whether it’s tracking actuals against targets, identifying trends, or highlighting key variances, our reports give you a clear view of where growth is coming from and where you need to focus next.
We provide tailored Reporting Growth support to help you scale sustainably, spot opportunities early, and make smarter decisions that drive profit and progress.
Reporting Performance
Precise. Strategic. Insightful. High-Level Reporting That Sharpens Your Edge.
We go beyond standard financials to help you measure what truly matters. Examples include profit per product, performance by team, or returns on your resources but the end solutions are what works best for you.
Using key performance indicators and detailed drill-downs, we surface the numbers that reflect your business’s efficiency, effectiveness, and scalability.
We provide tailored Reporting Performance insights to help you fine-tune operations, hold teams accountable, and lead your business with sharper focus and confidence.
Reports Creation
Bespoke. Visual. Connected. Dashboards and Reports Built Around You.
We design and build tailored financial reports and dashboards that bring your numbers to life using tools like Xero, Zoho Books, FreeAgent, QuickBooks, Zoho Analytics and Microsoft.
Whether you need a simple visual overview or a deep-dive dashboard for KPIs, we create reporting that fits your goals, systems, and decision-making style.
We provide custom Report Creation services to give you faster insights, clearer visuals, and better control — all in one place, and built for how you work.
Want Clearer Insights Into Your Numbers?
From tailored dashboards to regular reports, we turn financial data into clarity you can use.
Book a free discovery call and see how better reporting can help your business.
Main Services
Whether you need the essentials handled or a proactive partner by your side, our services are built to make finance simpler, smarter, and more supportive.
Explore our full range of services below.
Accounts
Clean, compliant, and clearly explained.
Annual accounts delivered on time, every time.
Clear insights, not just compliance.
A solid foundation for confident decisions and long-term success.
Taxation
Tax made simple, strategic, and stress-free.
Clear advice you can trust.
Calm deadlines, always met.
No nasty surprises — just confidence.
Payroll, P11D and CIS
Handled with care.
Reliable and accurate every time.
Fully compliant, no stress or risk.
Confidence for you and your team.
Bookkeeping & VAT
Smart bookkeeping.
Accurate VAT.
The foundation for financial clarity.
Stay compliant with confidence.
Support growth with reliable data.
Management Reporting
From insight to impact.
Clear reports that make sense.
Track what really matters.
Insights that grow with your business.
Budgeting & Forecasting
Plan ahead with clarity.
Smart budgets you can trust.
Clear forecasts for better decisions.
No nasty surprises along the way.
Systems & Support
Smart systems, ongoing support.
Simplify your finance tech.
Keep everything running smoothly.
Confidence that it all just works.
Your Digital Finance Office
Your modern, proactive finance team.
Streamlined processes, all in one place.
Proactive support that grows with you.
Finance reimagined for today’s business.
Your Virtual Finance Director
Proactive planning, strategic insights.
Clarity when you need it most.
Control over every key decision.
Confidence to lead and grow.
Owlpha’s Growth Academy
Grow wisely, not wildly.
Clarity in your numbers.
Confidence in your decisions.
Profit that’s built to last.
Insights Lead To Action. Action Leads To Growth.
With better reporting, you can stop guessing, stay proactive and lead with confidence.
Book your free consultation now and see what clarity feels like.
What Our Clients Say
Real support. Real results. Trusted by businesses who wanted clarity, control, and confidence — just like you.
Accounting and Beyond transformed our messy and chaotic Zoho Books and Inventory setup.
By getting the fundamentals right, from setup to processes and reporting, they’ve given us real clarity.
We’re finally in control and looking forward to phase two of our project with them.
Having worked with Richard for over 20 years, he and his team have seen us through a number of migrations from Sage 50 to Xero to Zoho along with providing regular guidance, advice and their digital finance office service.
Accounting and Beyond are a valued part of our team and I look forward to the next chapter and improvements with AI.
Partnering with Accounting and Beyond through their Digital Finance Office has been a game-changer for us.
What used to feel like constant chasing and confusion is now smooth, structured, and completely under control.
Their mix of expert guidance, smart systems, and proactive support means we finally have the clarity and confidence to focus on growing the business, knowing the finances are in safe hands.
Working with Accounting and Beyond has given us both the structure and the strategy we needed.
Through their Digital Finance Office everything runs smoothly in the background, while our monthly Virtual Finance Director meetings keep us focused on the right KPIs and future plans.
We now have the clarity, confidence, and proactive support to make better decisions and grow the business with control.
Having been introduced to Accounting and Beyond a few years ago, I have seen first hand how beneficial their approach is – not only to our business but also myself – as the owner. Not only do they take care of all the accounting nitty gritty but more importantly their support, guidance and advice in difficult situations has been invaluable both for my businesses but more importantly myself.
Neil Weisberger
With many years in business, I have come across many accountants and can honestly say that AAB go 'beyond'.
Ben Fisher Managing DirectorAAB pride themselves on their personal approach, expertise and taking accountancy and business support into a new era.
Not only did we need Zoho experts but also key support in a number of areas whether at finance director level or systems and process improvements.
Richard, Louise and their team (our digital finance office) are an asset for our business and we look forward to developing further with them in the future.