Management reporting, controlling and financial data analysis

We provide financial controlling and reporting designed to support business owners and management in making clear, data-driven decisions. Our services combine reporting structure, automation, and analysis – so financial information becomes a tool, not a burden.

With expertise in finance, analytics, and technology, we build systems that integrate data from various sources and present it in a form that matches your needs. Whether you’re a sole proprietor or managing a capital group, our financial controlling and reporting approach adapts to your business reality.

Management reporting

Management reporting is a core element of our financial controlling and reporting services. We design reporting structures tailored to your business – from strategic KPIs to detailed operational metrics. Our goal is to provide the right data, at the right time, in the right format.

• Custom reporting structures – aligned with your business model and decision needs
• Periodic reports – monthly, quarterly, and annual results for management and owners
• Performance metrics – profitability, cost, margin, cash flow, receivables, payables
• Multidimensional views – by product, customer, channel, or region
• Integrated data sources – accounting, CRM, ERP, sales and production systems
• Process KPIs and efficiency analysis – clear metrics that reflect operations
• Dashboards and visual reports – in Excel, PDF, or custom presentation formats

Operational and strategic controlling

As part of our financial controlling and reporting services, we support strategic and operational decisions through structured planning and forecasting. From budgets to rolling forecasts, we help businesses plan, adjust, and stay in control — even in uncertain times.

• Budgeting and planning – both top-down and bottom-up approaches
• Variance analysis – comparing costs, revenues, and results to budget targets
• Forecasting – including rolling forecasts and what-if scenario planning
• Investment planning – analyzing CAPEX and OPEX for better capital allocation
• Liquidity monitoring – tracking cash flow and working capital trends
• Cash flow analysis – maintaining financial stability and resilience

Financial data analysis

Financial analysis is a vital part of our financial controlling and reporting services. We help companies understand profitability and cost structures — both at a high level and in granular detail. This allows business owners and managers to identify inefficiencies and improve margins with confidence.

• Profitability analysis – by client, product, or project
• Cost breakdown – fixed, variable, and unit cost analysis
• Margin analysis – break-even point, ROI, and contribution margin
• Structure trends – tracking revenue and cost shifts over time
• Advanced techniques – including ABC costing and performance diagnostics

Optimization and reorganization of the accounting department

As part of our financial controlling and reporting services, we help improve the performance of existing accounting departments. Even well-functioning teams may face process gaps or outdated structures. That’s why we step in to review, reorganize, and automate – always with efficiency and clarity in mind.

• Process and system review – full audit of tools, workflows, and reporting practices
• Work structure improvement – defining responsibilities and streamlining communication
• Skills and competency assessment – training needs and career path development
• Automation implementation – including bank imports, invoice workflows, and cost automation

Business Intelligence and automation

Modern financial controlling and reporting relies on automation, integration, and clear data presentation. That’s why we support clients in building reporting environments that are fast, error-free, and easy to use. Visual dashboards, data integrations, and automated processes help reduce manual work and improve insight.

• Dashboards and visualizations – using tools like Power BI or Excel
• Reporting automation – integrating data sources and streamlining updates
• Data consolidation – pulling consistent information from ERP, Excel, e-commerce, CRM, and other systems

Cooperation with management / owners

Our financial controlling and reporting services include clear communication and support for non-financial stakeholders. We help executives and business owners understand key financial data and use it effectively in day-to-day decisions. Our goal is to build financial confidence across the organization.

• Data interpretation support – for non-technical users with no accounting background
• Workshops on key indicators and reports – tailored sessions for owners, managers, and department heads
• Adapting report formats – Excel, PDF, presentations, or dashboards, based on the audience