Consolidations Reporting Forecast & KPI

One clear picture for your complex business empire.

Fred Lundin CPA offers specialized Consolidated Reporting, Forecasting, & KPI Services for business owners managing multiple legal entities, franchises, or holding companies. If you are currently opening five different QuickBooks tabs to check your bank balances or spending hours manually combining Excel spreadsheets to see your total profit, this service is for you. We implement advanced cloud-based consolidation tools that pull data from all your entities into a single, unified dashboard.

We handle the technical heavy lifting of "intercompany eliminations"—ensuring that money moved between your own companies isn't accidentally counted as revenue. Beyond just reporting history, we build consolidated forecasts that show you the group-wide impact of your decisions. Whether you are preparing a reporting package for investors or simply want to track global KPIs like "Group EBITDA" or "Total Cash Burn," we provide the high-level visibility you need to lead your entire portfolio with confidence.