CAPITAN SERVICES

People & business reporting

Reliable people records and a clearer view of business performance.

Capitan illustration of Aria working on people & business reporting

Bring the information together. Make better decisions.

We help organise the records and recurring reporting that support your people and your business. From checking timesheets to understanding job profitability, the aim is consistent information that is ready for review and action.

Who this helps

Owners and office teams who need consistent people records and clearer information on hours, costs and business performance.

What you receive

An agreed payroll preparation summary, employee record template or management report. Payroll submissions, payments and specialist advice are outside this preparation scope unless separately agreed.

What we can help with

HR and employee records

Support onboarding paperwork, training records, policy administration and routine employee information.

Timesheets and payroll preparation

Collate hours, flag missing or unusual entries and prepare summaries for payroll approval.

Budgets and cash-flow forecasts

Bring expected income and costs together and show how changes affect the plan.

Business performance reporting

Prepare useful views of overheads, job profitability, work in progress and performance against budget.

AN EXAMPLE IN PRACTICE

A regular management report showing job performance, upcoming cash requirements and the exceptions that need a decision.

Payroll figures and business reports are prepared for your approval. Specialist employment, accounting and tax advice remains with your appointed advisers.

CHOOSE THE SUPPORT YOU NEED

We can advise, set it up or manage it.

Advise

Review your records and reports and agree the information you need.

Set up & train

Create templates, checks and reporting routines, then train your team.

Manage

Prepare agreed recurring reports and maintain records for your review.

LET’S TALK

Tell us what you need help with.

Discuss your requirements