Managed Services

MIS & Financial Reporting

Numbers that tell you where the business actually stands.

Where We Fit

Reports built for decisions, not just filing

Most businesses have data. Fewer have reports that actually help them decide something. We build MIS and financial reporting around the questions your leadership team is actually asking — growth, margin, cash — not a generic template.

The output is a report your founders and board will actually read, not one that gets skimmed and filed away.

Founders & Board
MIS Team — ARJ
Accounting System
Department Heads
Investors & Lenders
How This Runs

What happens every month

A consistent reporting cycle, so leadership always has current numbers.

Week 1

Data Collated

Financial and operational data pulled together from every source.

Week 2

Reports Drafted

MIS reports and KPI dashboards drafted for review.

Week 3

Variance Analysis

Actuals compared against budget, with variances explained.

Week 4

Leadership Presentation

Numbers walked through directly with founders or the board.

Choose Your Level

Engagement scoped to your reporting needs

From basic monthly reports to full board-level reporting support.

Essentials

Best for businesses needing reliable monthly financial reports.

  • Monthly P&L and balance sheet MIS
  • Basic KPI tracking
  • Standard report templates
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Comprehensive

Best for businesses with multiple entities or complex reporting needs.

  • Everything in Standard
  • Multi-entity consolidated reporting
  • Board deck preparation
  • Presentation support at meetings
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Common Questions

Frequently asked questions

Can you build reports specific to our business, not a template?

Yes — the Standard and Comprehensive tiers include custom KPI dashboards built around what actually matters to your business.

Do you present the numbers, or just deliver a report?

The Comprehensive tier includes presentation support at board and leadership meetings; other tiers deliver a report ready for you to present.

How is this different from what our accountant provides?

Bookkeeping produces the underlying data; MIS turns it into decision-ready reporting, analysis and narrative — a different skill and focus.

Can you consolidate reporting across multiple entities?

Yes, this is covered in the Comprehensive tier, built for businesses with more than one legal entity or business unit.

How quickly after month-end do we receive reports?

This is agreed during onboarding based on your close cycle and reporting deadlines — we build the timeline around when you actually need the numbers.

Want reports your leadership team will actually use?

Tell us what decisions you're trying to make, and we'll build reporting around that.

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Managed Services

See all offerings — Virtual CFO, payroll, MIS & reporting and SOP development.