Financial Reporting Services

Overview

Excel Complete provides financial reporting services to help organizations understand performance, track margins, manage cash flow, and identify opportunities for growth. We support everything from internal reporting to audit and investor needs, delivering clear, accurate reports that help teams make confident decisions.

We improve financial reporting by identifying gaps in existing reports, supporting month-end close processes, resolving inconsistencies across data sources, and designing structured workflows that are accurate and repeatable. As a CPA-led firm, we focus on building reporting processes your team can rely on, along with the systems that support them. Most firms advise on reporting. We build the systems behind it.

Financial Reporting Services Cost

Smaller, well-defined reporting projects can often be addressed quickly without a full scoping phase. These projects are typically handled through a fixed-price quote for fast turnaround, billed at a $100 hourly rate.

For more complex reporting challenges, we begin with a $500 scoping engagement to review your current reports, data sources, and workflows. This results in a clear roadmap with defined priorities, timelines, and next steps.

We also provide on-site financial reporting consulting for larger initiatives, including reporting process reviews, dashboard design, and workflow improvements. On-site sessions are structured as full-day engagements, starting at $1,000 per day depending on scope. On-site consulting is available for organizations near our Ann Arbor, Michigan office, including:

• Detroit, MI
• Grand Rapids, MI
• Toledo, OH
• Akron, OH
• Columbus, OH
• Chicago, IL
• Cleveland, OH
• Cincinnati, OH
• Pittsburgh, PA
• Indianapolis, IN

Our Process

Our financial reporting process is designed to be fast, clear, and effective. We focus on understanding your reporting needs, building reliable reporting workflows, and supporting your team as those processes move into daily use.

1. Discover

We begin by reviewing your current reports, data sources, and reporting workflows. This helps us understand your business requirements, identify gaps or inconsistencies, and see how reporting fits into your daily operations.

2. Build

With the requirements clear, we design and implement reporting solutions tailored to your needs. This may include dashboards, KPI tracking, data integration, and workflow improvements. Our focus is on creating reporting systems that are accurate, structured, and easy for your team to maintain.

3. Support

Once reporting is in place, we walk through the outputs with your team, test the process together, and make any needed adjustments. We also provide support as the solution moves into regular use, ensuring reports remain accurate, consistent, and aligned with your business needs.

Financial Statements

We design and improve core financial reporting, including income statements, balance sheets, and board-level reporting packages. This includes supporting and streamlining the month-end close, reducing manual work, and ensuring reports are accurate, consistent, and delivered on time. The goal is to move away from one-off spreadsheets and toward a reporting process your team can rely on.

Beyond the reports themselves, we focus on how they are built and maintained. Clean, structured reporting creates a strong foundation for budgeting, current-year forecasts, and ongoing financial planning. When reporting is consistent and tied to real data, it becomes a tool for understanding the business, not just documenting it.

KPI Reporting

We build reporting around the key metrics that drive your business, including margins, COGS, sales performance, and operational KPIs. This often includes creating dashboards and structured outputs that make it easy to track performance across teams, products, or locations without manual work each month.

A major focus is on organizing the underlying data so reporting is consistent and scalable. Instead of reacting to what has already happened, well-structured KPI reporting creates a foundation for deeper analysis and future predictive modeling. This allows your team to identify trends, spot issues earlier, and make more informed decisions.

Reporting Systems

We design the systems that make reporting simple and reliable. Many organizations struggle because data lives across multiple tools, and reporting becomes a manual process of pulling everything together. We connect systems, organize data, and build centralized reporting layers to generate reports quickly and consistently.

This includes working alongside ERP systems like NetSuite, where reporting is often limited or difficult to manage. We build reporting on top of existing systems using APIs, ODBC connections, and custom mappings, including general ledger restructuring when needed. The result is a streamlined reporting process where board packages and key reports can be generated with minimal effort.