One-page monthly report
Result, trend, deviations and the three things to act on. Delivered by the 10th working day.
Financial analytics and reporting
The books tell you what happened. Analysis tells you what to do next: which customers pay for themselves, which projects do not, and how much cash you will actually have in March.
Insight
From bookkeeping to decisions
Every company already owns the data. It is sitting in the ledger, the invoice system and the payroll — but in a form that answers the tax office's questions rather than the owner's.
We build a short monthly reporting pack on top of your accounts: gross margin by service line or project, customer profitability, personnel cost as a share of revenue, working capital and a rolling 13-week cash forecast. One page you can read in five minutes, plus the detail underneath when you want it.
What the service includes
- Monthly management report with the 6–10 KPIs that matter for your business model
- Margin analysis by project, product, department or customer
- Rolling 13-week liquidity forecast and covenant follow-up
- Annual budget with monthly phasing, and variance analysis against actuals
- Break-even and pricing analysis — what a discount actually costs you
- Board-ready reporting pack and investor updates
- Dashboards in Power BI or Google Looker Studio, fed straight from the ledger
What you get
Concrete deliverables, not good intentions
Live dashboard
Your numbers, updated automatically — no more copying figures into a spreadsheet.
Cash forecast
13 weeks ahead, updated monthly, so a tight month is a plan and not a shock.
Quarterly review
A 45-minute call where we go through the trend and decide what changes.
How it runs
The way we deliver it
A fixed sequence, the same for every client, so nothing depends on someone remembering it.
Price: Monthly reporting pack from NOK 2 400 per month as an add-on to a bookkeeping agreement. Dashboard set-up from NOK 12 000 one-off. Budget and forecasting projects are quoted individually.
Define the questions
What decisions do you actually make each month? The report is built backwards from those.
Structure the data
Chart of accounts, departments and project codes adjusted so the analysis is possible at all.
Build the reporting
Report template and dashboard built and validated against the closed accounts.
Run and refine
Delivered every month, reviewed every quarter, adjusted as the business changes.
FAQ
Questions we get about financial analytics and reporting
No. We build the reporting on the data your current system already produces. In some cases we adjust the chart of accounts or add department and project dimensions — that is a change inside the system, not a change of system.
Often more useful than for a large one. A small company feels a margin error immediately and has fewer buffers. The report is scaled to the size — for a small firm it is one page and a cash forecast, not a 30-page pack.
Yes. We take your budget as the baseline, phase it monthly and report actuals against it. If the budget turns out to be unrealistic after a few months, we say so and help you re-forecast rather than keep reporting against a number nobody believes.
We can prepare the pack for you to present, or attend the board meeting and present it ourselves. Many clients start with the first and move to the second once external investors or a bank are involved.
Related services
Often combined with
Bookkeeping, payroll & MVA
Day-to-day regnskap, salary runs with A-melding and VAT returns filed on time in Altinn.
Read moreAnnual accounts & tax
Årsregnskap, notes, board documents and the corporate tax return, filed before every deadline.
Read moreAudit / revisjon
Statutory and voluntary audit delivered with our partner audit firm registered with Finanstilsynet.
Read moreReady to hand over the numbers?
Take the 60-second check and get a fixed price for your company — no obligation.