What are Reporting Insights??

Craig Berberich
Sep 29, 2025
2 min read

At CRB Accounting & Advisory, we like to highlight how we're different than other Bookkeeping & Accounting firms. While this post is focused around the Enhanced Reporting that we offer, we like to highlight the 3 primary focuses we have...

1) Industry Focus - We've been in Manufacturing; we understand the challenges you face... From rising costs to supply chain constraints - we've worked to maintain margins through it all.

2) Enhanced Reporting & Insights - Your decision making can only be as good as the data that you're presented with. A financial package is only as helpful as your accountant makes it.

3) Controller Expertise without the Full-Time Overhead - No one likes to spend cash frivolously, with that said - our focus is to provide you with the expertise your business needs to grow without the burden of a Full-time headcount.

Our focus on enhanced reporting & insights is largely focused on 3 pillars;

1) KPI Dashboarding,

2) Monthly Business Review

3) Forecasting

1) KPI Dashboard

We utilize a software that integrates directly with your financial reporting system to provide KPIs that are updated on a daily basis. No more waiting for weeks to see an updated KPI dashboard.

EXAMPLE DASHBOARD:

We work with your business to understand which KPIs you like to focus on & then develop a dashboard focused on your businesses

2) Enhanced Monthly Business Review

We utilize our expertise to provide a comprehensive Monthly Business Review (MBR). This is focused on providing you with not only the financial snapshot of the business, but a full review of the financials from our seat. Taking our 10+ years of expertise as an Accountant & CPA to highlight the key areas of opportunity & risk - helping you make informed decisions to drive growth.

EXAMPLE MONTHLY REPORTING:

3) Forecasting

We work in tandem with you to develop a robust forecast for your business; focused on all 3 financial statements. Helping to ensure that as your business grows you have insights into how that will impact everything from your Outstanding AR to your cashflows.

13 week cashflows are updated on a weekly basis with summary report delivered to your inbox every week with; budget-to-actual data, Trend analysis & a reforecast for the next 13 weeks. All designed to help you make informed decisions without any added concern for your cash position.