Finance dashboard
For management reporting packs, revenue tracking, margin analysis, business-unit performance and monthly budget comparisons.
Services
Practical finance support for the work that keeps piling up.
Flexible bookkeeping, reporting, administration and analytical support. Use Umeda for a recurring finance function, a clean-up project, or the specific tasks your existing team does not have time to own.
01
Bookkeeping & monthly close
Day-to-day bookkeeping with an accounting mindset. We focus on maintaining records that reconcile, make sense and are easier for your accountant or tax agent to pick up.
Bank & credit-card reconciliationsAccounts payable & receivable
Customer invoicingPayroll administration support
Month-end checksBalance-sheet review support
Historical bookkeeping clean-upSupporting schedules & records
02
Accountant-ready books
A more deliberate year-round approach to bookkeeping. We keep the file organised and work collaboratively with your external accountant so that year-end is less about untangling the ledger.
General-ledger review & clean-upCoding consistency
Reconciliation reviewYear-end information packs
Queries & supporting documentationAccountant / tax-agent liaison
03
Reporting & analytics
Reporting should help you run the business, not just satisfy a monthly ritual. We can build straightforward reporting or more advanced analytical tools depending on what you need.
Management reportingBudgeting & forecasting
Cash-flow modellingKPI reporting
Excel models & automationPower BI dashboards
Financial analysisBusiness performance packs
04
Business admin & process support
Where finance and administration overlap, we can help simplify the process and reduce manual work.
Finance process documentationInvoice workflows
Spreadsheet improvementRecurring admin processes
Data review & clean-upProcess improvement
Reporting examples
Illustrative dashboard & modelling examples.
These are sample concepts designed to show the kind of Power BI dashboards, KPI packs and Excel models Umeda can help create. In practice, each dashboard or model would be built around your own numbers, processes and decision-making needs.
Operational dashboard
For service teams that need visibility over workload, utilisation, service levels, issue tracking and weekly operational meetings.
Scenario model
For cash flow forecasting, assumptions modelling, what-if analysis and practical planning tools that management can actually use.
Umeda provides bookkeeping, administrative, reporting and business-support services. Where registered tax-agent or BAS-agent services are required, we work with the client’s appropriately registered adviser.
Not sure which service fits?
Send us the current pain point. We can start with the job that is creating the most friction.