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Management Reporting

Management Reporting Services

NEW WAVE ACCOUNTING & BUSINESS ADVISORY
Get in touch with our team!

Why Choose New Wave for Management Reporting

Good reporting isn’t a PDF at month-end—it’s a decision system. We turn your accounting data into clear, timely insights (budgets vs actuals, profitability by segment, cash-flow forecasts) so you can act with confidence, not instinct.

One Source of Truth

Clean data, consistent mappings and reconciliations—so every report agrees with the ledger.

Decision-Ready Cadence

A set timetable for close, variance analysis and commentary—no more chasing numbers.

Profitability by Segment

Products, projects, stores or channels—see where you really make money.

Cash-Flow Foresight

13-week and 12-month forecasts to plan stock, staffing and growth.

Advisory Built-In

We don’t just report—we interpret, recommend and help you execute.

Get Started Today!

New Wave Accounting & Business Advisory

What’s Included in Our Management Reporting Service?

From design to delivery, we engineer reporting that is accurate, relevant and on time—every time.

Discovery & KPI Design

We define the metrics that matter—revenue drivers, GM%, OPEX, DSO/DPO, cash runway—and align them to your goals and budget.

Data Hygiene & Mapping

Chart of accounts, tracking categories, cost centres and GST rules standardised for reliable segment reporting.

Month-End Close & Variances

A documented close checklist with reconciliations, accruals and commentary on budget vs actuals.

Profitability by Segment

Product, job, location or channel P&L with contribution margins and trend analysis.

Cash-Flow Forecasting

Direct 13-week waterfall plus rolling 12-month model; scenario and sensitivity testing.

Board & Lender Packs

Concise packs with charts, insights, risks and actions—ready for stakeholders.

Who We Work With

If you want clean numbers, clear insights and faster decisions, we’re in your corner.

We’re More Than “Report Builders”, We're Strategic Partners

New Wave’s point of difference is execution. Our Xero-first stack, automation, and multi-layer review produce accurate packs on a dependable timetable. Then our advisors translate the numbers into next steps—pricing tweaks, cost controls, hiring plans, stock strategy—so reporting actually moves the needle.

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Why Trust New Wave?​

100+

Google Reviews

Xero

Platinum Partners

500+

Businesses Supported

Australia

Wide Service

It’s more than just bookkeeping. It’s about building a financial foundation that fuels your growth.
- Reuben Bergola

Real Results. Real Business Owners.

We’re not just bookkeepers — we’re problem solvers. Here are just a few ways we’ve helped Australian businesses like yours transform their numbers (and their confidence).

eCommerce Business Selling Internationally

Shopify + A2X → accurate margins, GST, inventory, time saved

The Problem:
  • Gross profit margins didn’t add up
  • Inventory balances were inaccurate
  • Potentially overpaying GST
  • No systemised Shopify reconciliation
Our Solution:
  • A2X integration with Xero
  • Custom chart of accounts
  • Monthly inventory tracking
  • Correct GST treatment
The Result:
  • Reliable monthly financials
  • Accurate inventory & margins
  • Hours saved weekly
  • Improved decision-making
Construction Company Scaling Up

Job-level costing, BAS/payroll compliance → profitability visibility

The Problem:
  • Unclear project profitability
  • Job costs were unclear
  • BAS, super, payroll behind
Our Solution:
  • Job tracking system
  • Scheduled BAS lodgements
  • Payroll compliance
  • Monthly cash flow reporting
The Result:
  • Clear project profitability
  • No compliance stress
  • Better cost control
Medical Practice with Growing Overheads

AP automation, payroll specialist → reliable pay runs, time saved

The Problem:
  • Overwhelmed with paperwork
  • Ad hoc supplier payments
  • Payroll consuming hours
Our Solution:
  • Payment approval workflows
  • Automated accounts payable
  • Payroll specialist connection
The Result:
  • No last-minute payments
  • Professional payroll handling
  • More patient care time

We Work With the Tools You Already Use

Whether you’re running an eCommerce store, a tradie business, or a health clinic, we integrate seamlessly with the platforms you’re already using.

Accounting Platforms
  • Xero (Platinum Partner)
  • QuickBooks
  • MYOB
Trades
  • ServiceM8
  • Tradify
  • simPRO (on request)
eCommerce & Inventory
  • Shopify
  • A2X (Certified)
  • Amazon
  • Cin7/DEAR/Unleashed
Healthcare
  • Cliniko
  • Allied health integrations

Transparent, Fixed-Fee Pricing

Your fee reflects complexity (entities, segments), volume and cadence. After a free initial review, we’ll propose a fixed monthly or quarterly plan—no surprises.

What's Included in Your Quote:
Need Clean-up or Catch-Up Work?
We offer clean-up services and ad-hoc hourly rates for non-recurring work.

What Makes Us Different?

Most bookkeepers simply “record and reconcile.” We go deeper — helping you make smarter decisions with confidence. Here’s how we compare:

Feature New Wave Accounting Typical Bookkeeper
Fixed Monthly Pricing Yes Often hourly/unclear
Accuracy-First Approach Prioritised Varies significantly
Internal Review Process Multi-layered team Usually a sole operator
Systemisation & Automation Focus Strategic integrations Manual or outdated
Ongoing Communication Regular updates & insights Often reactive only
Tax & Reporting Alignment Works with accountants Often disconnected

Ready to Take Your Business to the Next Level?

Good bookkeeping is just the beginning. Are you struggling with cash flow forecasting, business planning, or making strategic decisions for growth? You need more than clean books; you need a business advisor who understands your vision. Our Business Advisory services go beyond the numbers to help you build a profitable, scalable business.

Struggling with Strategy?

Feeling stuck on growth decisions or unsure about your next move?

Cash Flow Challenges?

Need help with forecasting, budgeting, or managing seasonal fluctuations?

Ready to Scale?

Want expert guidance on business structure, systems, and growth planning?

NEW WAVE ACCOUNTING & BUSINESS ADVISORY
Get in touch with our team!
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NEW WAVE ACCOUNTING & BUSINESS ADVISORY
Get in touch with our team!

Frequently asked questions

New Wave Accountants and Business Advisory is a modern accounting firm providing tailored business solutions to businesses on the Gold Coast and across Australia. We assist clients with: Accounting, Business Review, Cloud Software, Business Setup, Tax, BAS Compliance, Business Advisory & Growth, Management Accounting, and Virtual CFO services. At New Wave, our mission is to empower, excite, and build confidence in small businesses by providing clarity in their figures.

Each year, New Wave hosts a Charity Golf Day gathering Gold Coast business owners and professionals together to raise money and support local causes – see video of our latest event below. Our next event is currently scheduled for October 2025. If you are interested in attending or want to get involved with sponsorships, get in touch with our office 07 5504 1999.

We do not currently offer tax returns for individuals only as we primarily support small to medium sized businesses. However, an individual’s tax return will be prepared by us if they have a business structure.

As Business Advisors, we don’t just focus on tax, but look at ‘out of the box’ strategies to start, grow, and scale our client’s businesses. We provide world class communication both internally and towards our clients.

  • We have saved more than $3.5 million in tax for our clients over the last 12 months
  • We are not your Traditional Dinosaur Accountant
  • We don’t charge by the hour
  • We specialise in Small Business

We are RESULTS DRIVEN Accountants. We are passionate about small businesses, and we truly believe we are making a difference through not only changing our clients’ lives but also the lives of our team members. We offer more than just tax but look further into how to improve profits, save tax, and maximise cashflow

Every business is different and therefore has unique requirements. You can start by booking a free initial consultation with one of our Accountants/Business Advisors to help us understand your requirements and come up with a plan to assist you and your business needs. To book a free consultation, please contact our reception on 07 5504 1999.

We understand small businesses and have worked with over 800+ businesses across various industries. We also provide tailored services for specific niches such as Ecommerce, Construction, Medical, Allied Health, Lawyers, Small Businesses, NDISHealth and Beauty, and Childcare.

We offer a $150+GST for 30-minute initial consultation with one of our Accountants / Business Advisors. To book, please contact our reception on 07 5504 1999.

Have an Enquiry?

Please fill out the form and one of our team will be in touch with you as soon as possible.
Newwave Accounting

Contact Us

8:00am-5:00pm Monday - Thursday
8:30am-2:00pm Fridays

Book a FREE Web Meeting

Download your FREE copy of my book

101 Strategies for Business Owners To Save Tax

Save Tax helps business owners, entrepreneurs and commercial adventurers:
  • Pay only the tax that they need to
  • Find the right people to help you save tax
  • Simplify and demystify tax obligations

At the end of the day, and by the end of this book, you will have an understanding of how and why you should invest in minimising your tax and making the most of your business.

Where should I send a free copy of my book?

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