Reporting & CFO · Pricing
Budget-to-Actual & Performance Analysis
Starting at$325a month
What the price covers
1 approved budget; up to 10 material variances; 1 monthly analysis
What we do
- Obtain the approved budget; confirm comparison periods and materiality
- Analyze material variances; document causes and proposed management questions
- Review calculations and the explanatory conclusions
What you get
Monthly budget-to-actual analysis and material-variance commentary.
Not included
Budget preparation (Annual Budget & Operating Plan).
Every Step. All 12.
- 01Obtain the approved budget versionMonthly inputs · Senior accountant
- 02Confirm the actual reporting periodMonthly inputs · Senior accountant
- 03Agree which differences are materialMonthly inputs · Senior accountant
- 04Compare actual income and spending with the budget10 material variances · Senior accountant
- 05Calculate the amount and percentage of each selected variance10 material variances · Senior accountant
- 06Trace differences to the relevant ledger activity10 material variances · Senior accountant
- 07Obtain the available operational explanation10 material variances · Senior accountant
- 08Separate timing differences from lasting changes10 material variances · Senior accountant
- 09Write the management questions and action points10 material variances · Senior accountant
- 10Check calculations and source figuresMonthly review · Controller
- 11Review whether explanations are supportedMonthly review · Controller
- 12Approve the variance summaryMonthly review · Controller
More In Reporting & CFO
All 12 servicesBackline Reporting Suite$325 a month1 entity; one consolidated monthly reporting pack from the Backline system alongside the standard statements: management P&L and balance sheet with prior-period comparison, AP and AR aging, a 13-week cash-flow outlook refreshed monthly and commentary, walked through in the monthly 30-minute call.Quarterly CFO Strategy Session$825 a quarter1 entity; one 60-minute strategy meeting with a CFO each quarter, built on the quarter's Backline reporting packs and 13-week cash outlook; agenda and decision summary.Management Reporting & KPI Pack$625 a month1 entity; up to 10 KPIs; monthly commentary and 45-minute management reviewAnnual Budget & Operating Plan$3,025 a year1 entity; 12-month operating plan; staffing/capex; 2 scenarios and 2 review rounds