Precision. Clarity. Decision-Ready Reports.
MIS Reports & Project Reports
Numbers tell stories — but only when interpreted correctly.
S M Raja and Associates creates accurate, insightful and decision-focused MIS & project reports to help you understand financial health, plan growth and secure funding. Delivered by Chartered Accountants in bank-ready formats.
- Track profits, cashflow & expenses
- Identify performance gaps
- Decide budgets & future plans
- Apply for loans with confidence
- Present to investors
- Roadmap for sustainable growth
Our MIS & Project Reporting Services
We deliver reports that drive decisions — from monthly MIS to bank-ready project reports and custom dashboards.
Monthly / Quarterly MIS
Structured reports for management and board meetings with ratio analysis, trends and customized dashboards.
- P&L comparison
- Balance Sheet summary
- Cash & Fund flow
- Ratio & variance analysis
Project Reports (Banks & Investors)
Bank-approved reports with projections, break-even, repayment schedules and credit analysis — accepted by banks, NBFCs & investors.
- Executive summary & model
- Projections & break-even
- Repayment schedule
- Creditworthiness analysis
CMA Data (Credit Monitoring)
Bank-ready CMA packs with past analysis, 3–5 year projections, ratios and working capital assessment.
- Past financial analysis
- 3–5 year projections
- Ratio & working capital
- Bank-ready format
Financial Projections & Forecasting
Projections for fundraising, expansion and new projects with scenario & break-even analysis.
- Sales & profitability forecasts
- Capex & working capital planning
- Break-even & scenarios
- Feasibility analysis
Custom Business Reports
Tailored internal reports — branch-wise, dept profitability, KPI dashboards — delivered in Excel/PDF or interactive dashboards.
- Dept / branch profitability
- Margin & costing analysis
- Sales & expense trends
- KPI & dashboard delivery
Delivery & Integration
Reports delivered in the format you need — Excel, PDF or Power BI / Google Data Studio with Tally/Zoho integrations.
- Excel / PDF / Dashboard
- Power BI / GDS outputs
- Monthly CFO review
- Integration with Tally/Zoho