Management Reporting (MIS)

Overview

What we deliver

We build monthly MIS packs with P&L, balance sheet, KPIs, and variance analysis so leaders act on current data.

We design and run management reporting that gives operators a clear monthly view of performance against plan. Our team produces the standard pack of profit and loss, balance sheet, and cash flow with comparatives, alongside department-level views, KPI dashboards, and written variance commentary. We work inside your ERP and BI stack to automate data pulls, reduce manual rework, and shorten the close-to-report cycle. Reports are tailored to your audience, whether that is a founder, a board, a lender, or a portfolio operating partner. We also align reporting to your chart of accounts and cost-center structure so trends are comparable period to period. The result is a repeatable monthly cadence with reliable numbers, useful context, and clear flags on where the business is off track.

Fit Check

Built for teams like yours

Who it's for

Founders without a finance lead
CFOs scaling reporting maturity
Boards and investors needing cadence
PE portfolio companies
Multi-entity operators

Pain points we solve

Late or inconsistent monthly packs
No variance commentary on results
KPIs scattered across spreadsheets
Manual rework every close
Reports that do not match the chart of accounts

What's included

Capabilities

Everything we cover in this engagement.

Monthly board and management packs
P&L, balance sheet, and cash flow reports
Department and cost-center reporting
KPI dashboards and scorecards
Budget vs actual variance analysis
Written commentary and insights
Multi-entity consolidation reporting
Reporting automation in BI tools

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Pack design

We agree the audience, layout, and metrics for the monthly pack.

02

Data plumbing

We connect ERP, billing, and HR systems to the reporting layer.

03

Template build

We build report templates and KPI calculations once.

04

Monthly run

We deliver the pack each month with variance commentary.

05

Review and refine

We review with leadership and adjust metrics over time.

What you get

Deliverables & outcomes

What you get

Monthly management pack
KPI dashboard
Variance analysis with commentary
Department-level P&L views
Consolidation workbook
Reporting calendar and SLAs

Outcomes you can expect

Shorter close-to-report cycle
Decisions grounded in current data
Consistent metrics across the business
Board-ready monthly cadence
Early warning on off-plan trends

Timeline

3 to 6 weeks to launch, monthly thereafter

Engagement

Monthly retainer, Project, Sprint

Tools we use

Power BI, Looker, Fathom, Spotlight Reporting, Excel

KPIs we track

Days to publish, report accuracy, KPI coverage, variance explained, stakeholder satisfaction

Client stories

What clients say

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.

Proof