Of next month.
Board-ready.
Custom metrics.
With narrative.
Critical Problems We Solve
Effective financial management isn't just about balancing books; it's about removing the friction points that stall your business growth.
Board meetings without reliable, timely data
Investor frustration with sporadic reporting
Inability to spot negative trends early
Information overload without clear narrative
The Executive Summary
Every report pack starts with a one-page executive summary. It answers three questions: How did we perform? What are the risks? What should we do next?
This single page lets a busy director understand the state of the business in 60 seconds.
- One-page overview
- Performance summary
- Risk identification
- Action recommendations
Visual KPI Dashboards
Numbers tell a story, but charts tell it faster. We include visual dashboards with line graphs for trends, bar charts for comparisons, and traffic-light indicators for KPIs.
Red means action required. Amber means monitor. Green means on track. Simple.
- Traffic-light indicators
- Trend line charts
- Comparison bar charts
- At-a-glance status
Variance Commentary
Every significant variance from budget gets a written explanation. We don't just tell you WHAT happened — we tell you WHY and WHAT TO DO about it.
This transforms your reporting pack from a historical document into a decision-making tool.
- Why-not-just-what analysis
- Actionable recommendations
- Budget vs actual narrative
- Forward-looking insights
Who Is This For?
- Directors and Board members
- Investors requiring monthly updates
- Franchise owners managing multiple outlets
- Business owners who want a single source of truth
Engagement Requirements
- Monthly bookkeeping (completed)
- Budget for variance analysis
- Agreed KPIs
- Access to accounting software
Deliverables & Results
- Consolidated Monthly Report Pack (PDF)
- Income Statement with commentary
- Balance Sheet highlights
- Cash Flow summary
- KPI dashboard with traffic-light indicators
- Management commentary and risk flags
South African Compliance Context
"Creations transformed how we handle SARS. No more compliance anxiety."
Trusted Resources
Our Operational Methodology
A structured, 5-step approach designed for precision and clarity.
We close your books for the month, processing all outstanding journals and reconciliations.
We compile the reporting pack with financials, KPIs, and visual dashboards.
We add management commentary explaining variances and flagging risks or opportunities.
We deliver the pack as a polished PDF and schedule a brief review call if needed.
Professional Insights
A monthly reporting pack turns your accountant from a number-cruncher into a strategic advisor.
Traffic-light KPI indicators (Red/Amber/Green) let directors focus on what needs attention instead of reading every number.
Consistency is key. Delivering the same format every month builds trust and makes trends easy to spot.
Common Questions
Everything you need to know about our monthly reporting packs service.