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

Budget projections are vital financial tools that empower businesses to plan, allocate resources, and achieve their financial goals. They are detailed forecasts of a company’s future revenue and expenses, allowing for informed decision-making. At Nexis, we craft precise budget projections tailored to our client’s unique needs.

Our expert team analyses historical data, market trends, and business objectives to create realistic financial forecasts. These projections serve as a roadmap, enabling businesses to anticipate challenges, seize opportunities, and optimise their financial strategies. By offering insights into expected income and expenditure patterns, budget projections provide invaluable assistance in setting realistic goals, managing cash flow, and making strategic investments.

For small businesses, these projections act as financial compasses, guiding them through uncertainties and helping them navigate the path to sustainable growth. At Nexis, we don’t just crunch numbers; we empower businesses to thrive by turning financial data into actionable insights. Let us be your partner in success, ensuring your business moves confidently forward.

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.