The Three Levels of Finance

The Three Levels of Finance

Most businesses stop at compliance.

They file accounts and tax returns, pay their taxes, and assume that’s the job done.

But compliance alone doesn’t help you grow, plan, or protect your business.

There are three levels of finance.

1️⃣ Compliance: Monthly, quarterly and annual set tasks to meet legal obligations.

2️⃣ Reporting: Regular management accounts to track what’s happening now.

3️⃣ Strategy. This is where your numbers shape decisions, not just document them.

Are you operating at the level your business really needs?