Financial visibility
Monthly Financial Performance Report
A regular view of the numbers behind your food business.
Ongoing · monthly subscription
Know your numbers every month.
Every month you send us your numbers, and we send back a clear report: how much you made, where your money went, and what needs fixing next month. No doing the maths yourself, and no waiting until year-end to see how the business is doing.
Who is it for?
Running restaurants and catering businesses
whose owners are busy with operations and have no time for numbers.
Clients who finished a consultation with us
and want to track results.
Owners without an accountant
or finance manager.
The report covers
Sales: totals and best-selling items
Expenses: fixed and variable
Profit & loss statement (P&L)
Comparison with last month
Clear recommendations for next month
What you get
- Know every month whether you’re profitable, and why.
- Spot problems early, before they grow.
- Make decisions — pricing, hiring, expansion — based on numbers.
Needed from you each month: purchase invoices, plus total sales and expenses (invoices, a sales sheet or the POS system) — and we prepare the report.
Let’s discuss
- Profit and loss statements
- Financial performance monitoring
- Business data analysis
Enquire about the report’s contents, required records and working arrangements.
A useful first message
Tell us where
you are today.
Your business type, its location and current stage, plus the main question you want to explore.
Other ways to work together
Bring more structure to the everyday work of your food business.
A private online conversation focused on your food business.
Your next chapter
Let’s talk about
your food business.
Tell us what you’re building, what’s working and where you need support.