Reporting Architecture

The structure that makes good reporting automatic.

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What this involves

Structure your reporting so the right information reaches the right people at the right time.

When statutory, management and operational reports disagree, the problem is almost always in the structure underneath them. We design the chart of accounts, dimensions and tracking categories, build a reporting hierarchy that answers your questions, and map your history onto it so comparisons still work.

What you get

What’s included

  • Chart of accounts, dimensions and tracking categories designed
  • Reporting hierarchy built to answer the questions you ask
  • Consistency enforced across statutory, management and operational views
  • Historic data mapped to the new structure
  • Report suite rebuilt on the new architecture
  • Documentation so it stays consistent as you grow

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Not sure which you need? The strategy call maps it in about twenty minutes.

Where does your finance function stand today?

A short conversation will tell you whether this is the right place to start, or whether something earlier in the sequence needs fixing first.

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Strategic finance advisors for businesses that have outgrown bookkeeping and their accountants.

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