Sample report package
Real Data. Real Insight. Built for Decision-Makers.
Explore the most basic financial statements and KPI snapshots designed for internal reviews and franchise operations.
need something more advanced?
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We’ll help you tailor reports to match your team’s workflow, investor expectations, or franchise structure. Whether you’re consolidating multiple systems, aligning KPIs across regions, or designing reports for board-level visibility — we’ve got you covered.
Basic Package Example
This report package consolidates financial and operational data from three separate QuickBooks files (Austin, Tampa Bay, and Dallas Metro), each with its own original structure. All data has been standardized into a unified chart of accounts and merged into a single, consistent reporting framework — delivered with one-click automation.
- Profit & Loss Reports
- Profit & Loss by Location
- P&L with Peer Benchmarking
- Quarter-over-Quarter and Year-over-Year comparisons
- Gross Profit, Net Income, and Expense breakdowns by account
- Trend & KPI Analysis
- Top 10 Expense Accounts (with YoY variance and visuals)
- Monthly Income and Net Income Trend Charts
- KPI Dashboard (Profitability, Liquidity, Efficiency, Debt)
- Variance tracking across time and locations
Take a Look!
Click below to view full size sample reports.
