# MIS, Budgeting & FP&A

> MIS turns monthly accounts into decisions: revenue and margin by product or channel, cost trends, cash runway and KPIs compared with budget. Budgeting sets the year's targets; rolling forecasts update them as the year unfolds. For startups, investors expect a monthly or quarterly board pack built from the same numbers.

Practice: Corporate Finance & Valuation — https://www.industax.com/services/corporate-finance/

MIS works only if the books close on time and are consistent month to month. We set up the reporting structure in your accounting system and deliver reports within days of month-end.

We also build the annual budget with department heads and track variances.

## Key facts

| Item | Detail |
| --- | --- |
| Frequency | Monthly MIS; quarterly board packs |
| Contents | P&L by segment, KPIs, cash, variance |
| Planning | Annual budget and rolling forecast |

## Who needs this

- Funded startups reporting to investors
- SMEs wanting financial visibility
- Family businesses professionalising finance

## What's included

- Report design
- Monthly MIS
- Budget and forecast
- Board packs

## Documents

- Accounting data
- Operational KPIs
- Business plan

## Process

1. **Design** — Reports and KPIs agreed.
2. **Deliver** — Monthly MIS after close.
3. **Plan** — Budget and forecast updates.

## FAQs

### Is MIS different from a virtual CFO service?

MIS is one part; a virtual CFO also handles financial strategy, fundraising support, controls and investor relations.

### How soon after month-end can MIS be ready?

With a disciplined close, within 7–10 working days.

### Can MIS be done in Excel?

Yes, though for growing companies dashboard tools connected to the accounting system reduce manual work.

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Canonical page: https://www.industax.com/services/corporate-finance/mis-budgeting-fpa
Publisher: Indus Tax — CA-led tax and compliance firm (https://www.industax.com). Contact: info@industax.com, 9059139258.
This is general information, not advice for your specific facts.