Reporting packs
Pack types we commission most often
Choose the pages your partners already argue about. A commission can combine two or three of these into one coherent pack.
P&L by service line
Separate revenue and direct costs by chair, project family, room type, or contract line so blended totals stop hiding weak work.
Cash & receivables page
Bank balances, aging buckets, and near-term obligations on one page timed for the owners’ call after close.
Utilization & labor margin
Billable mix, retainer coverage, and labor cost against revenue—shaped for agencies, clinics, and field service teams.
Partner or lender board pack
A short sequence of the views above, ordered for advisory boards or relationship managers who review your numbers quarterly.
How packs are delivered
Print-ready pages plus a refresh checklist
Every pack leaves as PDF and print-ready files with a one-page checklist so your bookkeeper can rebuild the same layout after the next close. Engagement details and rates live on the services and pricing pages.