Numbers your management team can actually act on.
Books that close on time are the input. What management needs is a recurring, reliable reporting layer built on top of them. We design and maintain that layer.
MIS & management dashboards
Recurring monthly MIS packs and live dashboards covering P&L, cash flow, AR/AP aging, and departmental spend, built in Power BI, Google Data Studio, or Excel depending on your stack. Packs are delivered on a fixed date each month rather than whenever bandwidth allows, so management can build their own review cadence around a reliable schedule.
KPI & metrics reporting
Definition and automated tracking of the KPIs that matter to your business, revenue and margin trends, burn rate and runway, unit economics, and departmental scorecards, refreshed on a fixed cycle. Metric definitions are documented once and applied consistently, so a KPI means the same thing in month twelve as it did in month one.
Workflow automation
Automation of manual accounting and reporting workflows, invoice approvals, expense routing, bank feed reconciliation, and data consolidation across entities, using tools such as Zapier, Power Automate, and Google Apps Script. Each automation is documented with a plain-language description of what it does and where it can be safely modified, so it doesn't become a black box the moment the person who built it moves on.
Systems integration
Integration between accounting systems (QuickBooks Online, Xero), payroll platforms, banking feeds, and spreadsheets, so data flows into a single reporting layer instead of being re-keyed by hand. Integrations are built with a clear source of truth for each data point, avoiding the common failure mode of two systems quietly disagreeing with each other.
Software
Dashboards and reporting built on Excel, Google Sheets, Power BI, and Google Data Studio, with automation layered on through Power Automate, Zapier, and Google Apps Script.