OPERATIONS
Management reporting & analysis
Recurring preparation of budget-to-actual comparisons, profitability reports, KPI updates and analysis for management meetings.
01 / WHAT WE DO
Scope & purpose
Entrust compilation alone, selected analysis, or a meeting package with regular reporting. We work with existing accounting data and your internal team; where management units or cost allocation rules need to be created, advisory support can come first.
02 / PROCESS & HANDOFF
How the work progresses
- Align the source dataOrganized source data and clarification list
- Update the reportsBudget comparisons, profitability schedules and KPI reports
- Analyse and reviewReviewed commentary and follow-up questions
- Deliver for the meetingMonthly meeting package and next-month actions
Illustrative workflow. The scope and deliverables are agreed for each engagement.
01Align the source data
Receive accounting, budget, sales, volume and labour data on an agreed timetable. Align periods, departments, businesses and products, and reconcile operational data to accounting figures.
Output / next handoff: Organized source data and clarification list
02Update the reports
Staff apply agreed management units, allocation rules and calculation methods to budget comparisons, profitability and KPIs. Existing formats can be retained after checking their links and update procedures.
Output / next handoff: Budget comparisons, profitability schedules and KPI reports
03Analyse and review
Identify major movements and prepare commentary. A CPA reviews numerical consistency and analysis. Check business context with your team and distinguish confirmed factors from matters still to be clarified.
Output / next handoff: Reviewed commentary and follow-up questions
04Deliver for the meeting
Provide reports by the agreed meeting timetable, carry questions into the next cycle and make agreed minor refinements. New management frameworks are scoped as advisory work.
Output / next handoff: Monthly meeting package and next-month actions
Source records, business context, accounting policies, decisions and approvals.
Agreed preparation, calculations and supporting records.
Work design, significant accounting issues, review and quality management.
03 / DELIVERABLES
Deliverables & their use
- Budget-to-actual and trend reports
- Department, business or product profitability
- KPI progress and analysis commentary
- Reporting assumptions, review records and follow-up items
The package links figures and conclusions to source information and review records. Its precise contents are agreed for the engagement.
04 / DISCUSS YOUR NEEDS
Getting started & engagement conditions
Tell us about your current challenges, available records, team and systems, and desired timing. We confirm priorities, deliverables, responsibilities, schedule and fees before starting. Ongoing advice and periodic reviews can be included within an agreed scope.
The contracting entity and delivery team will be identified in our proposal. Depending on the engagement, the contracting entity may be ICHIYAMA ACCOUNTING OFFICE or 株式会社CP ARCS, of which Manabu Ichiyama is Representative Director.
LET’S TALK
Let’s work out your next step.
You do not need a finalized brief. Start with the challenge or the work you would like to entrust.