Practice Area · 05

Corporate Finance & MIS

Management reporting that gives owners and boards a clear, timely view of the business.

This practice is led by CA Divyanshu Garg.

Scope of Work

What this practice covers

MIS design

Design and preparation of management information systems.

Budgeting & forecasting

Annual budgets, rolling forecasts and variance analysis.

Costing

Product and process costing, and contribution analysis.

Inventory management

Inventory controls, verification and valuation.

Variance analysis

Structured review of actuals against plan, with reasons.

Owner dashboards

Concise periodic dashboards for promoters and boards.

A Look at Our Work

What this reporting looks like

A simplified representation of a margin dashboard built by the firm — live drill-down from department to product, with slicers driving every figure.

Material Margin Dashboard Illustrative — drill from Department to Product; slicers filter every figure below Department Shop Sale Raw Material Restaurant Sub Group Ghee Sweets Confectionery Dried Fruit NET REVENUE ₹2.40 Cr MATERIAL MARGIN ₹78.5 L MARGIN % 32.7% # PRODUCTS 312 COST COVERAGE 96.2% Category Net Revenue Margin Margin % Contribution ▸ Sweets ₹1.28 Cr ₹41.0 L 32.0% ▸ Namkeen ₹62.0 L ₹24.8 L 40.0% ▸ Bakery ₹34.0 L ₹9.2 L 27.1% ▸ Dry Fruit ₹16.0 L ₹3.5 L 21.9% Grand Total ₹2.40 Cr ₹78.5 L 32.7% All figures illustrative
Illustrative recreation of a material-margin dashboard designed by the firm. Figures shown are not client data.
Approach

How an engagement runs

Define

The decisions the reporting must serve are agreed first.

Design

Formats, sources and calendars built around those decisions.

Run

Reporting operated or supervised, and refined over time.

Discuss your reporting needs with the firm

Write to us with a brief outline of the matter — a partner will respond.

Email consultancy@pkga.co.in