Advisory and Management Reporting Services

Advisory and Management Reporting

Our Advisory and Management Reporting Services will help you identify what you want to achieve and how to get there. We work with you to create a roadmap that gives you a clear picture of how to build the business you want.

These services are for business owners who want to get better results.

Some of the key work we will do for your business:

  • Produce up-to-date business management information, which will help you understand exactly what your current situation
  • Analyze financial trends, to help you make better business decisions and improve your profits.
  • Conduct regular review meetings. A resource you can call upon for business advice, acting as a facilitator or sounding board for your ideas.
  • Help you to set and achieve business, and even personal, goals. After all, your small business is part of your life. The goals between them are intertwined!
  • Help you to identify and tackle the major challenges facing your business. This can seem broad, but qualified analysis can identify problem areas.

We Offer Our Advisory Services In Three Levels:

Advisory services include a range of service and deliverables, from financial reporting, to planning, strategy, and business management. Whatever your business, you will find one of our growth programs to suit your needs.

Each package has a level of setup, planning, and feedback. The amount of reporting information, strategic planning, and feedback or business coaching you'll receive increases with each level of package.

  1. Business Insights: Business Insights is primarily focused on reporting. Although it's just the basics-enough to give you the critical information about your regular business performance-it's a great place to start and get helpful insights. You will have access to real-time data on your business, in a format that makes easy reading for business owners. Business Insights also includes upfront goal setting, which means you'll have measurable targets to track performance against.

    This package includes:

    • Goal setting
    • Business health check
    • Financial KPIs
    • Benchmark metrics
    • Strategic planning session
    • Lean Business Plan
    • Business overview (plus web page and PowerPoint output)
    • One-year sales forecast
  2. Business Growth: This is our most popular option because in this package we add planning and forecasting, so that you have set business goals to track. Planning leads to growth, and the ability to see plan-versus-actual financial data on a regular basis will help you make smart business decisions. You get valuable reports to help you manage your business and support to help you understand your numbers, make the best decisions, and achieve your goals.

    This package includes:

    • Everything in the Business Insights package, plus the following:
    • Three-year financial plan
    • Monthly reporting package
    • Financial scenario forecasts, up to 2
  3. Peak Performance: This is the best option for ambitious business owners who want to work closely with their accounting professional. You will receive one-on-one business coaching, as well as more comprehensive financial forecasting to make longer term strategic decisions. This is a full management package, bringing you monthly reviews and business management support. Think of it as your outsourced CFO.

    This package includes:

    • Everything in the Business Growth package, plus the following:
    • Financial scenario forecasts, up to 5
    • Monthly advisory meeting
    • Plan updates
    • Business coaching and advise

Contact MJO Bookkeeper

Recent Reviews

Invaluable member of team... I've worked with Michael for just under a year, and he has been an invaluable addition to my team. He is proactive, curious and willing to dive into QuickBooks research when new issues arise. I highly recommend Michael if you're looking for a bookkeeper.
Heather Hansen - Speaker, Coach & Author

Michael has been great! He's been able to offer CFO services and double checks all of our accounting. Highly recommended.
Cypress Door & Glass, LLC

Highly recommend MJO Bookkeeper, LLC. I am so grateful to Michael for 3 years of QuickBooks clean up and for keeping us organized and up to date each month. He is professional, reliable, and enormously helpful, especially when contacting him with questions. He is always quick to respond.
Tait Construction

Michael is a true QuickBooks professional, who is thoughtful, detailed, reliable and great to work with. Great QuickBooks clean up, He comes highly recommended!!
Capital Innovations