Reporting Design / Enhancement
What this service is
(Re)design of your management reporting—structure, visuals, and narratives—so leaders get exactly what they need, no more/no less.
Who it’s for
Teams with reports that are busy, slow, or misaligned with decisions—needing clarity without changing the underlying accounting system.
What we do
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Assessment & brief: audiences, decisions, cadence, and must-answer questions.
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Report architecture: sections, flow, drill-downs, and owner tagging.
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Visual standards: templates, typography, color rules, and call-outs.
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Content upgrades: margin bridges, trend views, cohorts, waterfalls.
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Automation: refreshable links to accounting software; export macros.
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Playbook: how to maintain and present the pack.
Package notes (what scales up)
Multi-entity consolidations, BI dashboards (Power BI/Looker), and board-grade decks.
Output & delivery
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New pack template (PDF/XLSX/Slides)
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Style guide + do/don’t examples
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Presenter notes and agenda framework
What we need from you
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Current packs, audience list, and key decisions/metrics.
Timeline
2–4 weeks including pilot review.
Pricing drivers
Report count/complexity, integrations, and BI scope.
Quality & security
Version control, linked-cell documentation, and restricted distribution lists.
Popular add-ons
Financial Reporting • KPI Setup & Tracking • Budget/Forecast integration