financial insight



optimizing financial insight 

Financial Insights are required to optimize the performance of a business. The types of financial insights and the process for achieving them vary depending on the size of the business.

Financial insights are simply information derived from financial transactions in the business. In the simplest form they are reports generated from accounting software such as a Balance Sheet or Profit & Loss Statement. 

Sometimes financial insights are prepared in spreadsheets because the accounting software doesn’t provide them and spreadsheets are cost effective. Examples of this are:

  • Gross Profit reporting for business segments
  • Ratios for benchmarking eg: Wages as a percentage of sales
  • Compilation of Budgets (so you can incorporate the underpinning information used to determine the budget value)
  • Cashflow Reports (especially where the invoice terms make using a software option difficult)
  • Sales reports compiled to provide better insight into markets & specific wines
  • Costing of wine

Accurate and timely financial insights aid informed management decisions which can propel a business forward but when relevant financial insights aren’t available to management their decisions incorporate a higher risk factor.

book your call now!

If you want to chat more around the process of optimizing financial insights and how this can help your business please book in a call to chat with Lisa.

what we do …

Financial Insight

Provide solutions to pain points and concerns in relation to your financial records.

Management Accounting

Comprehensive management accounting to rural based businesses.

Optimizing Time

Expert support for accounting software, bookkeeping, compliance & business reporting.

Wine Industry

Optimize Wine

Working closely with wineries and other stakeholders in the wine industry.

get in touch


PO Box 1328 Naracoorte SA 5271