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Financial Reporting

 

What this service is

Decision-ready reporting built from your closed books. We translate your GL data into clear, timely reports tailored to owners, lenders, and operators—without overlapping the Bookkeeping & Close service.

Who it’s for

Leaders who want consistent monthly reporting, lender/board-ready packs, and quick ad-hoc analysis—without hiring a full internal team.

What we deliver each month

  • Core financials (package-based): Balance Sheet and Income Statement are included in lower-tier packages; Statement of Cash Flows and other advanced reports are available in higher-tier packages.

  • Comparatives & trends: prior period, YoY, and multi-period views.

  • Breakouts (if configured): class/location/department.

  • Variance notes: short, plain-English callouts on material movements.

  • Ad-hoc analysis (all packages): fast deep dives by vendor, customer, item, project, or account.

Package notes (what scales up at higher tiers)

  • Cash Flow & advanced reporting (e.g., bridges, multi-period trend books).

  • Budget/forecast integrations & Budget vs. Actuals (to an approved plan).

  • KPI tracking & dashboards aligned to your operating model.

  • Management/board formatting and expanded commentary.

Summary: BS/IS are included in lower tiers. Cash Flow, Budget/Forecast, and KPI tracking are included in higher-tier service packages. Ad-hoc reporting is available at all tiers.

Output & delivery

  • PDF pack (owner/lender-ready) and XLSX exports for analysts.

  • Shared drive/portal library with versioned monthly folders.

  • Prior periods locked; report change log maintained.

What we need from you

  • Final/locked close data by the agreed date.

  • Approved budget/forecast (when opting into Budget vs. Actuals).

  • KPI definitions/targets and any lender/board formatting requirements (when opting into KPI/management packs).

Onboarding timeline

2–3 weeks: 1) Intake & access → 2) Report map & samples → 3) Template build & test → 4) First live pack.

Pricing drivers

Entity count, reporting dimensions (class/location/department), inclusion of Cash Flow, Budget/Forecast, and KPI components, ad-hoc frequency, and desired delivery timeline.

Quality & security

Version-controlled report packs, documented calculations, clear ownership by metric, and secure, least-privilege access.