Financial services

Financial reporting & analytics

We turn your numbers into short reports and KPI dashboards that help management decide quickly.

Who it's for: Management teams that need clear monthly numbers
Scope

What's included

Monthly management report

Revenue, expenses and profit on one page.

Profitability analysis

By product, branch or customer.

KPI dashboard

Your key numbers in one place.

Cost analysis

Where the money goes and how to reduce it.

How we work

From first call to ongoing support

01

Free consultation

We listen, and understand your business and what it needs.

02

Analysis & quote

We review your documents and send a work plan with a clear quote.

03

Execution

We deliver what's needed and keep you updated at every stage.

04

Ongoing follow-up

We remind you of upcoming deadlines and stay with you after delivery.

Documents usually needed

  • Financial statements for the last two years
  • Bank statements
  • Current budget, if any
  • Organizational chart
  • Management's goals for the coming period

Common questions

Yes. We work with the common systems on the market, and can recommend one if you don't have one yet.

Let's start with a free consultation

30 minutes — in our office, online, or by phone. Sunday to Thursday.

Book your slot