Financial reporting.
The results, explained. The changes, in context.
Overview
FigureWise turns reconciled books into financial statements with commentary on what changed and why. Reporting can include profit and loss, balance sheet, cash flow and tailored views for management, lenders or a board.
How it works
01
Define the reporting
We agree on the statements, management views and external reporting you need, along with the delivery schedule.
02
Close the books
The reports use reconciled, closed records. If the monthly close needs work, we address that first.
03
Review the changes
Technology prepares comparisons with prior periods and budget. Your bookkeeper verifies the findings and explains the material changes.
04
Deliver and discuss
Your reports arrive with commentary and the items that need attention. Your bookkeeper is available to discuss the results.
Who it's for
- Owners who want clear explanations alongside their statements
- Businesses reporting to lenders, boards, franchisors or investors
- Operators comparing performance across locations or departments
- Nonprofits that need functional expense reporting
Pricing
A monthly profit and loss statement and balance sheet are included in every published bookkeeping plan. Expanded reporting, including cash flow, departmental, location, board and lender packages, is scoped and quoted after a review.
See pricingCommon questions.
Related services
Better decisions start here.
Start with a free review of your books. We will look at where things stand, what needs attention, and how we can help.