Controlling & reporting Controlling and monthly reporting for companies
We set up controlling and monthly reporting that management actually reads — budgets, forecasts, KPIs and cash flow in one place, with commentary on what changed and why. And when you need more, we step in as your external CFO for as many days a month as you need.
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You see the month’s results when it is too late to react. We set up reporting that arrives on time and with commentary.
Growth brings more products, customers and costs — and gut feeling stops being enough. We give management numbers to steer by.
There is no plan to compare actuals against. We prepare a budget and forecast that can be updated as you go.
We prepare regular reporting for a bank, investor or shareholders in a quality that holds up.
A full-time CFO is still too expensive. An external CFO brings the experience for as many days as you need.
Everyone has a different version of the numbers. We align the definitions and build a model you can rely on.
What should monthly reporting include?
Good reporting is not a pile of tables. Management needs three things — and a short commentary on what follows from them:
- Plan vs. actualrevenue, costs and profit against the budget and last year
- Cash flowhow much cash you have, where it goes and what the next months hold
- KPIsa handful of indicators that truly drive your business
Less is more: a report management can read in ten minutes is worth more than fifty pages nobody opens.
What we deliver
An experienced finance director for exactly as many days a month as you need. Cash-flow, budgets, reporting for owners and banks — without the cost of a full-time hire.
How we set up controlling
Analysis
We find out what management needs to know and which data you rely on today.
Design
We design the KPIs, report structure and budget model tailored to your company.
Implementation
We connect to your accounting and prepare the first report — then fine-tune it with you.
Regular cycle
Monthly reporting with commentary every month; an external CFO when needed.
A senior with six years of experience in audit and corporate finance — valuations, due diligence, M&A and controlling. Knows the numbers from both sides of the table: management’s and the auditor’s.
We connect to your accounting and work with your accountant and management. You set the scope — from a one-off set-up to regular monthly reporting and an external CFO.
Frequently asked questions
What is the difference between controlling and accounting?
Accounting records what happened — for the state, the tax office and the statements. Controlling uses the same numbers for management: it compares plan with actuals, looks for the causes of variances and helps you decide ahead.
What is an external CFO and when does it make sense?
An experienced finance director on a part-time basis. It makes sense when the company is growing, negotiating with a bank or investor, or needs financial leadership but a full-time hire would be too expensive.
How often will we get reporting?
Usually monthly, after the close. We set the frequency, content and format to match how management makes decisions.
Which tools do you use for reporting?
Whatever makes sense for your company — Excel as well as BI tools. We are happy to build on what you already use.
How is the price set?
Setting up controlling is priced as a project; regular reporting or an external CFO by monthly scope. You know the price up front.
Related services
Data & AI analytics
Numbers from accounting, CRM and your e-shop in one place — reporting that prepares itself.
Learn more →Business plans & valuations
From good controlling it is a short step to a business plan for a bank or investor.
Learn more →Audit readiness
Order in the numbers all year round means a shorter, calmer audit.
Learn more →Numbers for management, on time every month.
Tell us what your reporting looks like today. We’ll suggest what to simplify, what to track — and whether an external CFO would help.
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