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Financial Reporting

Outsourced financial reporting that drives better business decisions. Our virtual accounting team delivers clear insights into your financial health.

Ideal for: Companies preparing for fundraising, audits, or board reporting — and CPA firms that want to offer CFO-level reporting to their clients.

Overview

Numbers without narrative are just noise. Our financial reporting service transforms raw accounting data into clear, actionable intelligence that drives better business decisions. We prepare GAAP-compliant financial statements, board-ready reporting packages, and custom management dashboards tailored to each client's KPIs. Whether your stakeholders are investors tracking burn rate, a board monitoring revenue growth, or a bank reviewing covenant compliance — we deliver reports they can act on. Our reporting team includes former audit professionals who understand what external users look for, ensuring your financial presentations withstand scrutiny.

Typical Volume: 5-50+ report packages per month

What's Included

Our financial reporting service covers every aspect you need for smooth, accurate financial operations.

01

GAAP-Compliant Financial Statements

Balance sheets, income statements, cash flow statements, and statements of equity prepared in accordance with US GAAP, complete with footnote disclosures as needed.

02

Management Reporting & KPI Dashboards

Custom dashboards tracking the metrics that matter to your business — gross margin by product line, customer acquisition cost, revenue per employee, and more.

03

Budget vs. Actual Analysis

Monthly variance reports comparing actual results to budget, with root-cause commentary on significant variances. Helps management take corrective action in real-time.

04

Cash Flow Forecasting

Rolling 13-week cash flow projections that help you anticipate shortfalls, plan investments, and manage credit facility usage proactively.

05

Board & Investor Reporting Packages

Professionally formatted reporting packages designed for board meetings and investor updates, including financial highlights, trend analysis, and forward-looking commentary.

Why Outsource Financial Reporting

The Benefits of Outsourcing with Plenexia

Outsourcing your financial reporting to Plenexia means more than just cost savings. It means having a dedicated virtual accounting team committed to delivering quality work for your organisation, every single time.

Optimize Your Budget with 40-50% Cost Savings

No recruitment costs, no employee benefits or insurance expenses, no infrastructure costs. Reduced training and technology investment — all while maintaining the highest quality.

Certified Professionals

Work with CAs and CPA-qualified virtual accountants trained in US GAAP, IFRS, and regional compliance standards.

Scalable Services

Whether you're a startup, SME, or CPA firm, our services scale with your business growth — with full flexibility and no long-term commitments.

Enterprise-Grade Security

Encrypted VPN connections, role-based access controls, comprehensive NDAs, and regular security audits protect your data.

Timely Reporting & Insights

Beyond bookkeeping, we provide meaningful financial insights that support smarter business decisions with a 5-day monthly close.

How It Works

Getting Started Is Simple

01

Consultation

We analyze your current workflow, pain points, and requirements in a free 30-minute call.

02

Team Assembly

We handpick the right virtual accountants for your needs — matched by skillset, software expertise, and industry experience.

03

Onboarding

Your dedicated virtual accounting team integrates with your existing tools and processes. Most organisations are fully onboarded within 5-7 business days.

04

Delivery

Consistent, quality-checked deliverables on your timeline. Your account manager ensures everything runs smoothly.

Ready to Get Started with Financial Reporting?

Schedule a free consultation and discover how Plenexia can transform your financial reporting operations.