Friday, August 01, 2014

Financial Management Reporting System - Excel Template

 

Financial Management Reporting System - Overview

Want to offer consistent reporting regardless of software?

Need a template for preparing quick and easy management accounts?

This is an extremely flexible, powerful & easy to use reporting tool, branded for your Practice.

With Accountancy Practices and their flexible client needs, the Financial Management Reporting System can easily produce past reports, switch between monthly and quarterly reporting, and produce Year End Forecasts.

The System also produces a variety of graphs and ratios, along with some analysis of these, providing you with highly presentable client reports.

The Financial Management Reporting System template features include:

  • Flexible template for all accounting systems
  • Monthly or quarterly reporting
  • Reports including Profit & Loss, and Balance Sheet
  • Various graphs
  • Ratio Analysis
  • Aged debtors and creditors
  • Click of a button presentation reports produced
  • No knowledge of Excel formula needed
  • Easy worksheet layout with marked areas and drop-down choices
  • Automatic updates and notifications
  • Designed for Excel for Windows versions 2000 to 2010
  • Branded for your business

 

Financial Management Reporting System - Features

The Financial Management Reporting System template features include:

  • Flexible template for all accounting systems
  • Monthly or quarterly reporting
  • Reports including Profit & Loss, and Balance Sheet
  • Various graphs
  • Ratio Analysis
  • Aged debtors and creditors
  • Click of a button presentation reports produced
  • No knowledge of Excel formula needed
  • Easy worksheet layout with marked areas and drop-down choices
  • Automatic updates and notifications
  • Designed for Excel for Windows versions 2000 to 2007
  • Branded for your business

Flexible Template for All Accounting Systems

This template can be used for records in any accounting software you or your client uses. Presenting sample reports to potential clients means these reports are what you can provide.

Monthly or Quarterly Reporting

A simple drop-down selection means you can easily switch between monthly or quarterly reporting. Great for producing a report by quarters at the year end!

Click of a Button Presentation Reports

There's no need to keep copies of large files, or provide clients with the entire Excel template each reporting period. Just click 'Create Finished Report' to produce a single Excel file to present to clients or printing to PDF file.

Minimal Excel Knowledge and with a Simple Layout

With a simple layout and areas marked where entries can be made, this Excel template lets you focus on the figures themselves.

Automatic Updates and Notifications

When a new version of the Financial Management Reporting System is released, your Excel template will automatically notify you and your clients that a new version is available. Updating is then easy with a 'click of a button' to update all data from the previous version.

Branded for your Business

As with most of our Excel templates, these are branded to build your business image. Accountants and Bookkeepers will easily provide professional reports to clients.

Development Desk

You're not just getting a template, but an ongoing service. You might have slightly different needs to what this template does, or your needs might change in the future.

You also get ongoing development to meet your needs now, and in the future. Our Development Desk is free and easy to use for all members and template purchasers. There's no need for you to waste time on formula, or trying to add functions - let us do it for you.

So if there's something you would like, save yourself the trouble and let us know!

 

Financial Management Reporting System - Workflow & Screenshots

The diagrams below outline the basic workflow process in using this system, along with screenshots you can enlarge.

 

Financial Management Reporting System - Setting Up Management Accounts Reports

Report Setup
Reporting Structure
Budget
Chart of Accounts

 

Financial Management Reporting System - Creating Management Accounts Reports

Change Reporting Period
Trial Balance Input
Reforecasting (Projections)
Easy Click Report Production
Profit and Loss Ratio Analysis Summary
Report Cover Page
Instant Graph Sheets
Aged Debtor and Creditor Reports

Trial Download

This is a full featured trial of the current Excel template and you will be able to see how all the features and functions work.

The demonstration has been branded for ourselves, however, when purchased or as a Platinum Member this Excel template is personally branded for you.

Category Version Size Created
Financial Management Reporting System 1.73 5,187 Kb 13 Feb 13

 

Become a Member

To become a member of The Accountants Circle™ is quite simple, starting with quick registration below (requires email confirmation).

Your email address remains confidential and is not released to any 3rd parties. Once your email is confirmed and registration complete, you can download the Financial Management System Trial Excel Template.

First Name:   Email:
Last Name:   Type:

Membership Types

Practice provides accountancy or bookkeeping services

Individual doesn't provide services as a business

Service provider of non-accountancy services

Register

Financial Management Reporting System - Purchase

Order today

This complete template, along with 12 months of updates and support is available for just $399 for the first year. This includes access to our Development Desk, and future years are only $149.

Our Guarantee

We're confident in our templates so if for any reason you are not fully satisfied within 30 days, we will give you a full refund!

 

Platinum Membership

Platinum members receive the Financial Management Reporting System as well as all our other tools and templates, including those that become available in the future!

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