Turn accurate books into meaningful business insight.
Built for Firms Ready to Move Beyond Compliance
As bookkeeping firms mature, clients expect more than clean books. They expect strategic finance insight—clarity around performance, cash flow, and future decisions. Delivering vCFO-level reporting consistently, however, can strain internal teams, tools, and capacity.
We help bookkeeping and accounting firms elevate their service offerings with management reporting and vCFO support that transforms financial data into KPI dashboards and Budget vs. Actual (BvA) analysis—without adding operational complexity.
A Reporting Framework Designed for Advisory Conversations
We combine structured reporting frameworks, experienced financial analysts, and purpose-built technology to support strategic finance and vCFO engagements. We provide the data, visuals, and insights—so your team can focus on delivering the advice.
Our approach helps you:
- Standardize KPI dashboards across clients
- Deliver insights without overwhelming business owners
- Enable higher-value vCFO and advisory conversations
- Improve client engagement, retention, and trust
Management Reporting, Delivered Under Your Brand
We provide white-label management reporting and vCFO support services tailored to the needs of bookkeeping and CPA firms.
Our reporting capabilities include:
- Monthly and quarterly management reports
- Budget vs. Actual (BvA) analysis
- Cash flow forecasting and runway planning
- Burn rate analysis for startups and growth-stage clients
- KPI dashboards and performance trend analysis
- Industry-specific and custom reporting frameworks
Technology-Enabled Reporting & Dashboards
We work with QuickBooks Online, Xero, Wave, TallyERP, Odoo, and NetSuite, along with leading reporting platforms such as Fathom and Spotlight Reporting.
These tools are enhanced by our proprietary reporting platform, built and supported by our in-house technology team, allowing us to deliver:
- Visual, client-ready dashboards and tailored KPIs
- Consistent reporting formats across clients
- Secure, role-based access and audit trails
- Scalable reporting without manual overhead
Why Firms Partner With Us for Management Reporting
- White-label delivery aligned to your brand
- vCFO-ready dashboards and strategic finance insights
- Clear, visual, client-friendly presentation of data
- You deliver the advice—we handle the reporting and visuals
- Scalable reporting without internal complexity
- Accounting expertise backed by in-house technology
FAQs
What is "actionable intelligence"?
It is the transformation of raw financial data into strategic insights that help your clients make better business decisions.
Does this add complexity to my firm?
No, we help you elevate your service offerings without adding complexity to your internal operations.
Can you help us provide "Strategic Finance"?
Yes, we help firms move beyond bookkeeping to offer higher-value services like strategic financial management.
Is the reporting white-labeled?
Yes, we provide the high-quality insights, but you present them to your clients under your own brand.
Do you provide cash flow analysis?
Yes, we offer insights into cash flow management, which is critical for business growth and securing funding.
How do you handle reporting for growing businesses?
We help you deliver clarity and direction that maturing clients expect from their accounting partners.
Can you assist with KPI or performance tracking?
We transform data into management reports that help clients understand why they may be "profitable but broke".
What technology do you use for reporting?
We leverage our in-house technology team to ensure reports are automated, accurate, and scalable.
Why should my firm offer management reporting?
It allows you to provide advisory-grade quality that distinguishes your firm from basic service providers.