Reporting & CFO · Pricing
Management Reporting Setup
Starting at$1,175one-time
What the price covers
1 entity; 1 management-pack layout; up to 10 KPIs built into the Backline system so the pack refreshes automatically; reporting calendar and 1 review.
What we do
- Agree the management-pack structure, calendar and review process
- Define KPI inputs, calculations and pack layout
- Build the pack into the Backline system so it refreshes automatically
- Review definitions, data ties and the first automated pack
What you get
Approved reporting layout, KPI definitions and reporting calendar.
Not included
Custom dashboard builds (Custom Dashboard & Reporting Build) and monthly report preparation (Management Reporting & KPI Pack).
Included in
Every Step. All 14.
- 01Ask management which decisions the pack must supportReporting design · Senior accountant
- 02Agree the report layout and delivery calendarReporting design · Senior accountant
- 03List the required data sources and input ownersReporting design · Senior accountant
- 04Confirm the review and acceptance processReporting design · Senior accountant
- 05Define each measure in plain languageUp to 10 KPIs · Senior accountant
- 06Identify the source field and calculation for each measureUp to 10 KPIs · Senior accountant
- 07Design the pack layout and commentary sectionsUp to 10 KPIs · Senior accountant
- 08Build the KPI calculations and pack layout in the Backline systemSystem build · Systems
- 09Test the automated refresh against the closed booksSystem build · Systems
- 10Document the refresh schedule and data ownersSystem build · Systems
- 11Tie the first automated pack to its source recordsSetup review · Controller
- 12Check that definitions are consistentSetup review · Controller
- 13Review the first pack with managementSetup review · Controller
- 14Approve the layout, definitions and calendarSetup 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 reviewBudget-to-Actual & Performance Analysis$325 a month1 approved budget; up to 10 material variances; 1 monthly analysis