future accounting
You can choose the level of service you require
The tables below provide more details on the scope of services included in Future Accounting, ENTERPRISE, FOCUS and PLUS. Each service has been specifically designed to cater for all clients with trading businesses. Go back
Reporting
Budgeting & Forecasting: Trend based annual budget
Reporting Timeframe: Monthly Cash reports Bi-monthly or Quarterly – full accounts
Accounting Software: Xero
Analysis: Quarterly Executive Summary
Exec Dashboard Report: Xero Reporting
Profit & Loss Reporting: Reporting against budget
Cashflow Reporting: Actual cashflow reporting only
Balance Sheet: Actual reporting only
WK Involvement
Director/Manager contact: Quarterly meetings with Manager (monthly calls), biannually with Director
Set up fee from: $500
Reporting
Budgeting & Forecasting: Annual budget process, with one forecast per annum
Reporting Timeframe: Monthly – full accounts (incl cash analysis)
Accounting Software: Any
Analysis: Executive Summary linked to key strategies
Exec Dashboard Report: Yes
Profit & Loss Reporting: Reporting against budget and/or forecast
Cashflow Reporting: Reporting against budget and/or forecast
Balance Sheet: Reporting against budget and/or forecast
WK Involvement
Director/Manager contact: Quarterly meetings with Director, monthly with Manager
Set up fee from: $1500
Reporting
Budgeting & Forecasting: Business driver based 12 months rolling forecasts
Reporting Timeframe: Monthly – full accounts (incl cash analysis)
Accounting Software: Any
Analysis: Executive Summary linked to key strategies
Exec Dashboard Report: Yes
Profit & Loss Reporting: Reporting against budget and rolling forecast
Cashflow Reporting: Rolling Forecast and reporting against budget
Balance Sheet: Reporting against budget and rolling forecast
WK Involvement
Director/Manager contact: Monthly Director – meetings
Set up fee from: $2000
Reporting
You prepare your accounts; WK prepares rolling forecasts and reporting.
WK Prepared
Budgeting & Forecasting: Business driver based 12 months rolling forecasts
Reporting Timeframe: Monthly – full accounts (incl cash analysis)
Accounting Software: Any
Analysis: Executive Summary linked to key strategies
Exec Dashboard Report: Yes
Client Prepared
Profit & Loss Reporting: Reporting against budget and rolling forecast
Cashflow Reporting: Rolling Forecast and reporting against budget
Balance Sheet: Reporting against budget and rolling forecast
Anticipated Fees
Time and Cost
(plus GST per month)
Supporting software programmes
Xero is a requirement for the Plus service. All other levels are supported by any accounting software such as MYOB, Quantum.
Next Steps
Accounting Future will help you achieve your business and financial goals. If you want to maximise your profits, contact your Director or Account Manager (Our People) for further information or call to arrange a free no obligation discussion about Future Accounting.
For Xero information, contact James Galloway (Client Manager - Software Services) email James for a no obligation demonstration. Attend our Future Accounting and Xero seminar in early June. Email us to register your interest or call reception on 578 0180 to book your place.
