Management reporting
Reporting built for decisions, not just records.
Clean books are table stakes. This is the layer above: custom reporting, cash-flow forecasting, budgets, and KPIs — with an experienced accounting professional walking you through what the numbers mean for your next decision.
Schedule a bookkeeping assessmentDecisions outrun the data
Hiring, pricing, expansion — you’re deciding six-figure questions with a bank balance and a gut feeling.
You have reports, not answers
The statements are accurate but silent. Nobody translates them into “here’s what to do.”
A full-time finance hire costs $120K+
The judgment you need exists — it just doesn’t come in an affordable package. This is that package.
What’s included
- Everything in the Growth plan
- Custom monthly reporting package tuned to your business
- 13-week cash-flow forecasting, maintained monthly
- Budget vs. actuals reporting with variance explanations
- Sales tax support and filing coordination
- Monthly one-hour review meeting — your numbers, decoded
Who it’s for
- Businesses at $1M+ where decisions carry real weight
- Owners planning a hire, a location, or a hard conversation with a bank
- Anyone who wants a finance partner, not just a bookkeeper
Management Reporting plan
from $2,500/mo
Compare: a part-time controller runs $2,500–$6,000/mo; a full-time finance hire, $120K+ a year.
See full pricing →Ready for books you never have to think about?
A 30-minute bookkeeping assessment. No pitch deck, no pressure — an honest look at where your books stand and whether we fit.
Schedule a bookkeeping assessment