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Financial Statement Reporting

We deliver a package of financial statement reports each month, including the Income Statement, Balance Sheet, and Cash Flow Statement. These reports are produced after the accounting monthly close process is complete. 

 

KPI Reporting

You need more than just financial statements to to manage your business. We can develop reporting to communicate performance indicators in all areas of your business. The goal is to get the right data in the right hands so managers can make informed decisions.

 

Actuals vs Budget

This is a budget to actual variance analysis. We prepare a report to help you study actual performance as compared to the budget over a given period of time. This report gets included in the monthly reporting package along with the standard financial statements.

 

Data Analysis

We love data and use Tableau as our business intelligence system of choice. If you have data from multiple systems, we can produce reporting that cross references that data to provide insights that would otherwise be inaccessible.