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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.

Profitability Analysis by Client | March 2026
↑↓🔍
fx
=SUM(B2:B9)
ABCDEF
1ClientRevenueDirect CostMargin%
2Alpha Industries, Lda€ 18.400€ 8.200€ 10.20055%
3Beta Solutions SA€ 12.600€ 7.800€ 4.80038%
4Gamma Portugal€ 9.800€ 6.500€ 3.30034%
5Delta Comercial€ 7.200€ 4.100€ 3.10043%
6Epsilon Tech€ 15.300€ 12.400€ 2.90019%
7Zeta Services€ 4.500€ 4.800-€ 300-7%
8Eta Construction€ 11.200€ 6.100€ 5.10046%
9Theta Logistics€ 6.800€ 3.900€ 2.90043%
Chart

Trend

Σ
Total Revenue
€ 85.800
Total Margin
€ 32.000
Avg Margin
37%

For whom

Who is this service for?

01.

For companies that are already billing but don't know exactly how much they're making.

02.

For business owners who make decisions without clear, up-to-date financial data.

03.

For growing businesses that need control before scaling.

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
Book a callManagement Control & Reporting for SMEs | Financial Dashboards | SteerCFO