Custom Financial Report & Analysis
Tailored financial reports to fit your needs.
Service Description
The Custom Report & Analysis service provides the creation of tailored reports to meet specific needs, such as grant reporting, board packets, or management analysis. Reports are prepared in professional formats, designed to communicate financial information to stakeholders clearly. ➣ Creation of one customized financial report (e.g., grant reporting, board packet, management report) ➣ Inclusion of up to 5 key metrics, charts, or tables ➣ Professional formatting for readability and presentation ➣ Delivery in PDF and Excel formats
Cancellation Policy
Appointments are available by reservation only. Clients can book consultations or services online or by making a request. Please arrive on time to ensure the full duration of your appointment. Cancellations or reschedules require at least 24 hours’ notice. Missed appointments or late cancellations may result in a fee. Services are confirmed once payment or subscription is received.