CFO Report Designs
for Businesses
We work directly with businesses that want CFO-grade financial reporting without the CFO price tag. We get deep into your numbers, understand your business, and build reports that actually drive decisions.
Start a ConversationMore than a report — a relationship.
When we work directly with a business, we get more entwined in the relationship. We're not just building a template and walking away — we're understanding your chart of accounts, your revenue streams, your cost structure, and what keeps you up at night.
We're automation experts, but we're also accountants. We understand profit & loss, balance sheets, trial balances, debits and credits, payables, receivables, and aging. That means when we build your reports, they're not just automated — they're correct.
The result is a business owner who walks into every meeting knowing exactly where their money is, where it's going, and what to do about it.
Board-Ready Reports
Clean, professional reports your investors and directors will actually read.
Direct Relationship
We work with you, not just for you. We learn your business deeply.
Decision-Driven
Every report is designed around the decisions you need to make.
Fully Automated
Reports that update themselves — no more monthly scramble.
What we build
Every report is custom-built for your business — not a generic template.
Profit & Loss
Monthly, quarterly, and YTD P&L reports with variance analysis and commentary sections built in.
Balance Sheet
Clean, structured balance sheets that give owners and investors a true picture of financial position.
Cash Flow Statement
Direct and indirect method cash flow reports, automated and always current.
Budget vs Actuals
Side-by-side tracking of budget against real numbers so you know exactly where you stand.
Accounts Receivable Aging
Who owes you, how much, and for how long — at a glance, updated automatically.
Accounts Payable Aging
Full visibility of outstanding obligations so you never miss a payment or damage a supplier relationship.
KPI Dashboard
Custom KPI cards tailored to your industry — revenue, margin, burn rate, headcount, whatever matters most.
Management Pack
A complete monthly management pack compiled and delivered automatically — board-ready, every time.
Tools we use
G-Accon
Live Xero & QBO data into Google Sheets
Syft Analytics
Polished, shareable financial reports
Fathom
Beautiful KPI dashboards for business owners
Google Sheets
Fully custom, formula-driven report templates
How it works
Discovery
We get to know your business, your accounting software, and what decisions you're trying to make with your data.
Design & Build
We design your report templates and connect them to your live data sources — no more copy-paste from your accounting software.
Handover & Training
We walk you through everything, make sure your team is comfortable, and document how it all works.
Ongoing Support
We stay close. As your business grows and changes, we update the reports to match — and fix anything that breaks.
Let's build your financial command centre.
Tell us about your business and we'll show you what's possible.
Let's Chat