Strategic Reporting Package

See the story behind your numbers.

Fred Lundin CPA offers a monthly Strategic Reporting Package for business owners who are tired of staring at a Profit & Loss statement and wondering, "Okay, but what does this mean?" Standard financial statements are built for compliance (taxes and banks), not for running a company. We transform your raw accounting data into a visual, narrative-driven report that highlights the trends, anomalies, and opportunities you need to know about.

Our virtual reporting service provides a "Management Dashboard" view of your business. We track your specific Key Performance Indicators (KPIs)—such as Gross Margin by Product, Customer Acquisition Cost, or Labor Efficiency Ratio—and compare them against your budget and historical performance. Each month, you receive a clean, easy-to-read packet with executive commentary that translates complex accounting jargon into plain English insights, empowering you to make data-driven decisions without needing a finance degree.