Empowering Business Sustainability

Management Reporting Services

for Small Businesses & Not for Profit organisations

Management Reporting Review

  • Review of existing accounting, budgeting and reporting systems.
  • Review of management/board reporting

Budgeting and Cash Flow Reporting 

  • Streamlining budgeting processes
  • Cash flow forecast reporting set up
  • KPI reporting set up

Monthly Reporting Services

  • Monthly reporting service tailored for your organisation.
  • Reporting dashboards.

On-going Support 

Regular software system ‘handy hints/tips’ troubleshooting via phone/ email and on-site training as required.

Better Management Reporting with Beyond Basics

About Beyond Basics

Continuous improvement, innovation and creating value is essential to assist our customers to be successful.

  • Beyond Basics can help you to get the most out of your accounting and reporting software by providing a tailor made solution for your organisation, analysing your reporting needs and setting up the systems you need to achieve that.
  • Beyond Basics can improve business processes to improve organisational efficiency.
  • Beyond Basics will keep your organisation updated and will provide new options or solutions as they become available.
  • Beyond Basics can help your organisation transition to the NDIS .

How can Beyond Basics help your organisation?

Belinda has a lot of experience working with SMEs and NFPs using MYOB, Calxa and other business systems. Belinda has the analytical ability to get the results organisations want, looking at the end reports and identifying the systems needed to provide that.

Beyond Basics will enable informed business decision making through the provision of effective and efficient financial processes and reporting systems.

“Our Board are very pleased with the new reports that Belinda has designed and set up for our Organisation.

Knowing that improvements were required, and not knowing where to begin – bring in Belinda with her deep understanding of financial reporting, including grants and the NDIS. She is an absolute delight to work with and has designed a selection of Calxa reports specifically for us and our situation. We are now fine-tuning our budgets and cash-flow forecasts with her ongoing help.”

Ann Hardcastle

Finance Administrator, Parent to Parent QLD. (P2P)

“I’ve worked with Belinda for several years. As well as her integrity and compassion, I can recommend her as meticulously thorough and highly knowledgeable in the area of Health and Disability services and the often complex funding mechanisms that we have to work with.“

Brett Jobling
Head of Revenue and Customer Services, Barwon Health

“I have had the pleasure of working with Belinda over many years on organisation wide projects. I recommend her as an excellent project leader and one with strong financial skills to compliment her management capabilities”

Lucy Cuddihy
Chief Nursing & MIdwifery Officer, Barwon Health

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