Reporting
We organize financial data and transform it into clear management reports. We reveal what is truly happening in the company, identifying risks and hidden potential.
Reporting systems tailored to the company’s business model.
Key performance indicators monitored in real-time.
Annual budgets and forecasts with variance analysis and recommendations.
Bonuses and sales targets directly linked to results.
Cash flow analysis and forecasting in advance.
Independent assessment of financial standing — a starting point for every company.
Challenges
Problems do not appear suddenly; they accumulate over years. Lack of proper support and strategy leads to higher costs, poorer decisions, and loss of control.
Data exists but is scattered across various systems and spreadsheets. Reports contradict each other.
Reporting is reduced to conveying numbers without context. Tables do not answer management questions.
Reports are prepared irregularly, only when requested. The company reacts to problems with delay.
There are no comparisons to assumptions, forecasts, and KPIs. Reports show history without a clear direction.
Solutions
We are not an external consultant. We are your company’s Chief Financial Officer – we act on your behalf and are accountable for results.
Reports clear for the owner and management – not just the accountant. Conclusions instead of unreadable Excel tables.
Consistent monthly cycle – reports appear automatically, without reminders or delays.
Indicators tailored to the company’s business model – not generic templates.
The company’s financial data never leaves our closed work environment.
Budget variances are immediately visible – you react before the problem escalates.
Main Service
We don’t just provide tables – we provide insights. A monthly report with commentary, recommendations, and a discussion with your company’s CFO, which truly helps manage the business.
Process
We work in three structured stages. Each has a specific goal and outcome – you always know what stage you are at and what happens next.
Stage 01
Data Audit
Stage 02
System Design
Negotiations
Implementation
We learn about the business model, management objectives, and verify the quality and consistency of financial data across systems.
We create the report structure, define indicators, and automate data flow – regularly and up-to-date.
Monthly reports with commentary and recommendations. We evolve the system along with company changes.
Process
We work in three structured stages. Each has a specific goal and outcome – you always know what stage you are at and what happens next.
Stage 01
Data Audit
We learn about the business model, management objectives, and verify the quality and consistency of financial data across systems.
Stage 02
System Design
We create the report structure, define indicators, and automate data flow – regularly and up-to-date.
Negotiations
Implementation
Monthly reports with commentary and recommendations. We evolve the system along with company changes.
FAQ
Accounting records historical events for tax purposes. Controlling provides current information needed for company management – results broken down by products, customers, or departments, cash flow forecasts, and budget variances.
Reporting implementation depends on data availability and quality, as well as the complexity and scale of the business. It can take from several weeks to several months.
First, we need to understand the business model and determine the data you have available. Then, we establish with management what information they need to make effective business decisions. We define what must or should ultimately be included in such a report. Based on this, we create a data warehouse map of what we need to combine them into one consistent report (dashboard).
It depends on how complex and time-consuming it will be to provide cyclical reporting for management. In some cases, we will recommend hiring a Controller if the number of hours required to prepare cyclical documentation suggests employing such a person permanently.
A Financial Controller primarily focuses 100% on analyzing historical data (preparing reports for the past period, controlling budgets, reporting KPIs). A CFO spends 70-80% of their time on future strategy. They establish the necessary reporting scheme, create budgets and KPIs, set goals and plans, handle fundraising, and delegate data preparation to the Financial Controller. The CFO assesses the impact of the current situation on the plan and proposes recommendations to the board. In the financial hierarchy, the Financial Controller reports directly to the CFO.
Team
Founder / CFO
CFO
CFO
Chief Accountant
Contact
The first consultation is free. Tell us about your company—we will find the best solution.
