Reporting

Reporting from Your Personal CFO

By: Your Personal CFO  04-May-2011
Keywords: Document Management, Budget, Bills

Every income and expenditure item is categorised as part of your Bill Review service. This gives you powerful insight into where your cash is being spent. Each month you will get a one-page, easy-to-understand snapshot of your profit and loss position.

If you’re someone who wants to understand the finer points, you’ll also have access to detailed expenditure reports to help you see where your money is being spent.

If you’re using our , we will update your personal balance sheet each month. This summarises your assets and liabilities, and will give you a regular snapshot of your net worth position.

Annual expenditure reports will provide robust data to feed into your wealth creation plan, and show you where your surplus cashflow is going.You’ll also get a tax report detailing items that might need to be included in your annual tax return.

This will save you or your accountant countless hours of detective work!

Keywords: Balance Sheet Reporting, Bills, Budget, Cashflow Reporting, Document Management, Expense/Tax Management Reports, Investment Property Report,

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