Monthly performance reporting
Leadership should not have to assemble the story from separate spreadsheets. The Schlott Company can produce and maintain this work as an agreed client deliverable.
Request Monthly FP&A Reporting ↗Defined outputs. Clear ownership.
Agreed monthly management pack
KPI scorecard and trend analysis
Actual versus budget and forecast commentary
Exceptions, decisions, and action-owner tracker
How the work runs
We agree on deliverables, source data, review responsibilities, and the timing of updates before work begins. The service is built around your operating and reporting requirements.
Monthly
Financial actuals, operating KPIs, approved plan, and business commentary
Named contacts, agreed assumptions, and a review and approval step for outputs.
Let’s discuss what you need delivered.
Tell us what you need, how often you need it, and what information is currently available.
Know what happens next.
Tell us what you need
Select the service, frequency and desired timing. No financial statements are needed in the initial inquiry.
We define the scope
We review data availability, deliverables, responsibilities, approvals and a realistic schedule.
Agree on the engagement
Work begins after the scope and commercial terms are agreed, with named points of contact.