If this is your first report, please provide us with the following information:
- Monthly P&L for FY 2020/21 (preferably in a single excel sheet with monthly information in columns) and
- Monthly P&L with data from Q1 2021/22.
- Monthly Balance Sheet from FY 2020/21.
- Monthly Balance Sheet for Q1 2021/22.
- Number of Full Time Employees employed during the above periods.
- Units of Measurement for each of the above periods – Units of Measurement (UOM) is the quantitative representation of your periodic sales. Eg. for a doctor, the “UOM” is the number of patients attended to for a particular month. For a production unit, “UOM” is the number of units produced during a particular period.
Once we’ve created your initial report and established a baseline for your financial tracking, please provide the following information each month:
- Profit & Loss for last month
- Balance Sheet for last month