Measuring Performance & Forecasting

We help businesses measure performance and forecast growth

With a professional accountant and bookkeeper engaged, you can feel confident that your accounts are current and tax obligations are met each year. But what can be lacking is advice on how to measure your performance and forecast your growth year on year and project well into the future.

That’s why, at Nexis, we combine our financial and accounting expertise with sound business advice to help you grow and anticipate changes in the market. Our tools and products help you identify the staffing, resources and infrastructure needed in the short and long-term future for your business.

Budget Projections

We help estimate your profit and loss based on expected sales minus the costs of running the business. This will help you to forecast and proactively adjust your plans and goals based on the expected profit of your business and create an accurate cash flow projection.

Learn more about budget projections and how we can help you and your business.

Cash Flow Projections

Cash flow projections illustrate when income goes into your account and when (and if) you can pay for purchases and liabilities. This projection allows you to identify the effect of a variety of expenses on the cash position of the business in advance.

Learn more about cash flow projections and how we can help you and your business.

Performance Reporting Automation

We can build various customised financial reports in Xero to help business see their performance data in real time and easy to understand format.

We work with you to understand your business goals, identify the best strategies to measure your achievement against these goals and develop automated reporting that you can see anytime.

See Technology and Automation to learn about tools and integrations for financial reporting automation.