Reporting and insights

Reports that end in a decision.

Financial statements show what happened. Insight explains what it means and what to do next. These guides cover the P&L, the balance sheet, KPIs, and the performance conversation.

  • 17 articles
  • Related service: Reporting and insights

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The reporting and insights guides to read first.

Baking ingredients, dough offcuts and finished rolls share a working bakery bench.

Reporting and insights

Go beyond the numbers: the real value of your P&L

Your profit and loss statement is more than a bottom line. Learn how to read revenue, margins and overheads to make better decisions.

Jack Bickersteth 10 min read

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All reporting and insights articles

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  • Baking ingredients, dough offcuts and finished rolls share a working bakery bench.

    Reporting and insights

    Go beyond the numbers: the real value of your P&L

    Your profit and loss statement is more than a bottom line. Learn how to read revenue, margins and overheads to make better decisions.

    Jack Bickersteth
    10 min read
  • A business owner considers an empty commercial space while speaking through an earbud.

    Reporting and insights

    Virtual CFOs and how they help businesses

    What a virtual CFO does, how it differs from a bookkeeper or accountant, how to scope the cost, and where Visory Insights fits.

    Jack Bickersteth
    10 min read
  • Reporting and insights

    NFP financial reporting that drives board decisions

    Australia's charities employed 1.6 million people and earned $239 billion in 2024. Here is the financial reporting that turns NFP board meetings into decisions.

    Frank Fazzolari
    12 min read
  • Reporting and insights

    Visory Insights: clarity beyond the numbers

    How Visory Insights works: a plain-English monthly read of your numbers, walked through with a dedicated Business Performance Partner.

    Stacey Walsh
    5 min read
  • Financial Statements that bookkeepers prepare

    Reporting and insights

    The 4 financial statements, and who prepares them

    The four financial statements explained: profit and loss, balance sheet, cash flow and changes in equity, and who prepares each one.

    The Visory Team
    5 min read
  • performance reporting

    Reporting and insights

    Performance reporting mistakes to avoid as a growing business

    You’re hiring employees and building teams and with that comes essential performance reporting. Here's what to track and mistakes to avoid.

    Daniel Carrasco
    4 min read
  • financial ratios

    Reporting and insights

    15 key small business financial ratios to track

    Fifteen key financial ratios for small businesses, grouped by profitability, debt, liquidity and efficiency, with formulas and worked examples.

    The Visory Team
    5 min read
  • business reporting

    Reporting and insights

    Complete guide to business reporting

    What business reporting involves in Australia: compliance reports such as BAS and STP, how Standard Business Reporting works, and monthly management reports.

    The Visory Team
    5 min read
  • An open report titled The financial KPIs every professional services firm needs with a contents page.

    Guide

    The financial KPIs every professional services firm needs

    The financial KPIs a professional services firm should track, from gross profit and client concentration to retainer size, debtor days and salaries as a share of revenue, and how to measure each.

    The Visory Team
    9 min read
  • female accountant running a financial health check for a business

    Reporting and insights

    How to run a financial health check for your business

    A step-by-step self-check of your business's financial health: balance sheet, income statement, cash flow and the key ratios, with correct formulas.

    The Visory Team
    5 min read
  • Woman Working on an Expense Report

    Reporting and insights

    What is an expense report?

    Here's what you need to know about an expense report and what is included.

    The Visory Team
    5 min read
  • Hire a Virtual CFO

    Reporting and insights

    7 signs it's time to hire a virtual CFO

    Seven signs your business may need a virtual CFO, and when managed business performance support is the better first step.

    The Visory Team
    4 min read

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