Tier 1
Custom Financial Reports
1. Monthly Financial Reporting
Starting at $135/month
*plus startup fee
Customized to your business, a monthly financial report can show important results, ratios, and metrics to help an owner or manager better understand their company’s performance and inform decision-making.
Analyzing graphs that show historical results can provide an opportunity to visualize where the company is doing well, while also identifying aspects of the business that are not trending favorably. A customized financial report can also:
- Show how the company is performing against a budget or target.
- Provide quarterly, or annual data.
- Represent results by location, department or business unit.
- Consolidate multiple entities or business units.
Go with more than gut-feel or the amount of cash in the bank account–analyze a meaningful visual of your company’s performance.
2. Revenue Deep-Dive Report
Starting at $250/month
*plus startup fee
Companies often have aspirations of increasing sales and growing revenue.
Take a “deep-dive” look into your sales and glean insights into what is—or isn’t—selling, and when it is selling. Identify trends and patterns over time, which could help predict future performance and aid in planning. Graphical representations can help visualize what is happening and illustrate results such as:
- Top-Selling Items or Services
- Sales by Category
- Sales by Day of the Week, Day of the Month, or Time of Day
- Average Price per Unit Sold or Service Provided
- Average Number of Units per Ticket or Order.
3. Payroll Detail Report
Starting at $150/month
*plus startup fee
The cost of labor is often one of the biggest expenses a company incurs.
Know who you are paying–and how much–with a report depicting wages by pay period and by month, including historical data.
4. Forecast
Starting at $400/month
*plus startup fee
Don’t just look at the past–project the future!
What are the anticipated results of the actions you are taking today, or plan to take? What impact could potential changes in volume, price, and costs have on future profitability?
Based on the assumptions you make, will your cash balance be increasing over time, or are you headed toward a cash shortfall?
A forecast tool provided by Upright Financial can serve as a financial model that enables you to test inputs and various numbers to see the potential impact they may have on future expenses, profits, and cash balances.