HOW IT WORKS »

The crucial factor is identifying which reports will guide you in making informed business choices for your organization. Additionally, it’s important to ensure that the financial data fueling these reports is precise, current, and correctly accumulated.

Financial Reporting Package

Our financial reporting services include preparing standard weekly, monthly, and quarterly financial reports, as well as tailored, sophisticated reports specific to your business and industry. These encompass Profit and Loss Statements, Balance Sheets, Accounts Payable, Accounts Receivable, Cash Flow, and detailed Profit & Loss analyses by Customer, Job, Employee, and other relevant categories with SecureCFO’s expertise.

Financial Reporting PackageCustomized Financial Reports and KPI Scorecards

We specialize in crafting tailored financial reports that align with your specific industry and business needs. Your Executive Dashboard will prominently feature your Key Performance Indicators (KPIs), and through our financial reporting and analysis services, we’ll guide you in leveraging these reports for enhanced business management.

Our bespoke, in-depth reports are designed to assist you in pinpointing:

• The clients that generate the most profit for you.
• Your most efficient staff members.
• The products or services that are most worthy of your investment.

Additionally, our financial reports aid in overseeing productivity and client contentment through:

• Realization reports (revealing revenue generated per hour worked).
• Utilization reports (indicating the percentage of time dedicated to billable activities).
• Net Promoter scores (measuring the satisfaction levels of your clients).

With a dedicated team of professionals committed to producing your reports, you gain enhanced discipline in the month-end closing process. This ensures that your financial statements are both accurate and timely. Picture this: no more delays in receiving reports that are too late to be of practical use, and that only offer broad company-wide data rather than detailed insights into your operations.

We commit to delivering these reports at the end of each month and will review them with you and any individuals you specify. Each month, you’ll have a scheduled call or video conference with a member of your dedicated team to maintain focus on essential metrics and address any queries you may have. This approach enables your CPA to effectively perform their role in minimizing your taxes and acting as the proactive, trusted advisor you require.