Financial Reports and Analysis (starting at)

$150.00

The basic financial reporting package includes some or all of the following:

  • Custom P&L and Balance Sheet reports adapted to your needs, bringing information from your own data

  • Data validation

  • Variation analysis: Prior year-to-date vs current year-to-date (YoY), Year-to-date over budget-to-date (YoB), Latest estimate (forecast to the end of the year)

  • Forecasting: Performance projection over the next 3 to 5 years, including building sales forecast with your team

  • Recommendations on Financial reporting structure, chart of accounts, and other financial settings for improved reporting

The basic financial reporting package includes some or all of the following:

  • Custom P&L and Balance Sheet reports adapted to your needs, bringing information from your own data

  • Data validation

  • Variation analysis: Prior year-to-date vs current year-to-date (YoY), Year-to-date over budget-to-date (YoB), Latest estimate (forecast to the end of the year)

  • Forecasting: Performance projection over the next 3 to 5 years, including building sales forecast with your team

  • Recommendations on Financial reporting structure, chart of accounts, and other financial settings for improved reporting