— 01
Management Control & Reporting
Know exactly where your business makes and loses money.
Most SMEs in Portugal have organised bookkeeping — but no management control. This means you know how much you billed, but not how much you actually made. You know how much you spent, but not where you can save. Our management control service gives you full visibility into your business's financial performance, with clear indicators and regular reports.
Our dashboards are accessible in real-time from any device — computer, tablet or phone. Share access with your management team and make decisions with up-to-date information, without waiting for reports that arrive weeks later. For formal presentations to banks, investors or partners, we always deliver reports in Excel format.
What's included
- 01.Implementation of personalised financial dashboards with your business's key indicators
- 02.Monthly management reports: analytical income statement, cash flow and simplified balance sheet
- 03.Budget variance analysis with root cause identification and action recommendations
- 04.Annual budget construction and quarterly financial projections
- 05.Profitability analysis by product, service and client
- 06.Definition and monitoring of sector-specific KPIs
Exemplo
A monthly report your manager will actually read.
Identify variances, track margins and anticipate problems — all in a clear view that needs no interpretation.
For whom
Who is this service for?
For companies that are already billing but don't know exactly how much they're making.
For business owners who make decisions without clear, up-to-date financial data.
For growing businesses that need control before scaling.
Other services
View all →Financial Planning & Strategy
Projections, scenarios and financial models to grow with confidence.
Learn more →— 03Treasury Management
Cash-flow forecasting, banking relationships and working capital optimisation.
Learn more →— 04CFO for Startups
Financial models, data rooms and investment round support.
Learn more →Ready for full financial visibility?
Book a free call and see how we can implement management control in your business.
Book a free call →or contact by email
diogo@steercfo.pt