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Turn Your Financial Data Into Business Intelligence.
Through budgeting, forecasting, business analysis, and KPI tracking, we translate your financial data into clear, actionable insights that give you the decision-making power to run your business with confidence.
Management Accounting and Reporting Services
Knowing your numbers is one thing. Understanding what they are telling you is another entirely. Our management accounting service closes the gap between your financial data and the insights you need to manage performance, spot early warning signs, and steer your business confidently.
Management reporting: customised monthly or quarterly reports focused on the metrics that matter to your business.
Budgeting: detailed annual budgets developed with your operational and strategic goals in mind.
Variance analysis: performance against budget explained clearly so you can respond rather than discover.
Cash flow forecasting: forward-looking analysis to anticipate pressure points and plan for growth.
KPI development: performance indicators designed to reflect the drivers of success in your specific business.
Regular business reviews: meetings to discuss results, identify issues, and confirm actions and priorities.
Insight That Arrives in Time to Act
The value of management reporting is in its timing. We deliver reporting on a schedule that keeps you informed well ahead of decisions, not after they have already been made by default. Understanding your performance monthly rather than annually changes how you run your business.
Connected to the Full Fortuna Advisory Team
Our management accountants work alongside Fortuna's accounting, tax, and CFO specialists, ensuring your reporting reflects your complete financial position and connects directly to the advisory support your business needs when action is required.
Making Complex Operations Simple for ASX-Listed Companies
Making Complex Operations Simple for ASX-Listed Companies
Experience That Makes a Difference
Our management accountants combine technical expertise with genuine business insight, translating complex financial data into clear, actionable reporting that supports confident decision-making.
Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.
Melvyn Gilbert
Managing Director - Accounting
A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.
Steve Cross
Managing Director - Accounting Geraldton
With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.
Mark Polglase
Managing Director - Accounting Southwest
Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.
Sian Ferraz
Principal
Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.
Tara Petering
Principal
Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.
Rowan Ellery
Senior Tax Manager
Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.
Graeme Pickrell
Principal
Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.
David Jury
Principal
Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.
Nitin Vashisht
Principal