Good questions.
Straight answers.
Understand the services, scope, and practical next steps before your first conversation.
Do you work with cash and accrual bookkeeping?
Yes. Both methods are supported. The appropriate approach and scope depend on your business, reporting needs, and existing records.
Do you offer tax preparation?
Excellent Reporting does not provide tax services. The team can discuss a referral to a third-party CPA firm.
What is included in management reporting?
Depending on your engagement, reporting can include the income statement, balance sheet, cash flow statement, financial metrics, trends, and explanations of budget variances. Confirm the exact package in your scope of work.
What is a budget-to-actual review?
It compares planned results with actual performance. The useful work is explaining the differences and deciding whether operating plans or assumptions need to change.
Can you review historical financial records?
Yes. Historical review and cleanup can identify inconsistencies, reporting issues, and trends. Discuss whether a QuickBooks rebuild or a scoped project is the appropriate engagement.
Can you build Excel or Google Sheets tools?
Yes. Projects can cover dashboards, forecasts, pricing models, financial models, incentive calculators, data organization, and spreadsheet workflows.
Can you train our team?
Training can be scoped for Excel, Google Sheets, and financial workflows. Onsite consulting offers a focused format for working directly with your team.
What size businesses do you support?
The firm’s original FAQ identifies businesses with $1M–$10M in revenue as a particular focus. Fit also depends on complexity, financial systems, and the support required.
Is onsite work available?
Yes. The two-day onsite engagement is separately scoped. Confirm location, preparation, travel arrangements, and fees with the team.
How do we share financial information?
Discuss an appropriate secure sharing method with the team before sending documents. Do not enter passwords, account numbers, or financial documents into this website’s inquiry form.
What happens after I submit a request here?
Your request is saved for our team to review. When email delivery is connected, we send the team a notification and you an acknowledgment. The confirmation on this page shows the email status. You can also call, email directly, or book online.
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