What it is
A monthly report that turns the numbers you already have — till data, invoices, bank feed, bookings — into a clear picture of how the business is doing and what to do next. It sits between you and your accountant: they handle compliance and year-end; we handle the "so what?" every month.
What you get
- A one-page monthly summary: sales, costs, gross margin, cash position, and how each compares with last month and the same month last year
- The detail behind it: best and worst sellers, busiest days and hours, average spend, customer numbers — whatever your business actually runs on
- Warnings where something is drifting: a supplier creeping up, a line that's stopped selling, wages outgrowing sales
- Two or three specific, prioritised actions each month — not a list of twenty
- A short call to walk through it, if you want one
- Quarterly review of the bigger picture: pricing, mix, seasonality, what to plan for
Who it's for
Owner-managed businesses in Sleaford and Lincolnshire who are too busy running the thing to analyse it: cafés, shops, trades, salons, small manufacturers, professional practices. If you look at your bank balance to judge how the month went, this replaces the guesswork.
How it works
We agree what you want to track and where the data lives (Xero, QuickBooks, Sage, an EPOS system, a spreadsheet — it doesn't matter). We connect or collect it, build your report, and send it in the first week of each month. It's a rolling monthly arrangement: stay while it's useful, stop when it isn't. We don't replace your accountant or bookkeeper and we don't file anything — we make the numbers useful between filings.
Why local matters
We run GLOW Sleaford (a superfood café) and a business centre on Kesteven Street, so we know what a quiet Tuesday in Sleaford looks like on a chart and what to do about it. Reports are written by someone who understands the local trade, not generated by a dashboard you'll stop opening after a fortnight. It pairs well with our admin and automation service, which can collect much of the data for you.
Serving Sleaford and the surrounding area
We report for businesses in Sleaford and across Lincolnshire — Grantham, Lincoln, Newark-on-Trent, Boston, Bourne, Spalding and Stamford — and for village businesses in Ruskington, Heckington, Billinghay, Metheringham, Navenby and Ancaster. Everything can be done remotely, and a monthly walkthrough over the phone takes fifteen minutes.
Business performance reporting Sleaford — FAQs
What does performance reporting cost?
From £79 a month for a monthly report and a short walkthrough. More complex businesses — multiple sites, lots of product lines, several data sources — are quoted individually. No long contract; it's month to month.
Do you replace my accountant?
No. Your accountant handles bookkeeping, tax and year-end. We take the numbers that already exist and make them useful every month, so you can make decisions before the year is over.
What software do I need?
Whatever you already use. We work with Xero, QuickBooks, Sage, most EPOS and booking systems, and plain spreadsheets.
Is my data safe?
We only access what we need, with your permission, and we never share it. You can revoke access at any time.
Can you report on more than money?
Yes — footfall, bookings, website enquiries, reviews, social reach, staff hours: if it drives the business, it can go in the report.
Get a fixed quote →or call 01522 424963
Use the enquiry form and choose “Business services” — tell us what you're after and we'll come back with a price.