puts attacker-chosen // text straight into the headline of an ad landing page. Nothing executes // (textContent, not innerHTML), but it is still our page saying their words. k=k.replace(/<[^>]*>/g,' ').replace(/[<>]/g,' ').replace(/[\u0000-\u001F\u007F]/g,' '); k=k.replace(/\+/g,' ').replace(/\s+/g,' ').trim().slice(0,80).trim(); if(!k)return; k=k.toLowerCase().split(' ').filter(Boolean).map(function(w){return w.charAt(0).toUpperCase()+w.slice(1);}).join(' '); function patch(){ var els=document.querySelectorAll('[data-dki-fallback]'); for(var i=0;i
White Glove Accounting logo
Bookkeeping Services

Custom Reporting

The report you actually need, not the one the software ships with.

Call (310) 800-4494Book a Free Consultation

Remote bookkeeping — monthly close, cleanup, and books ready for your CPA.

Standard profit and loss and balance sheet reports rarely answer the real question: margin by product line, rent roll against collections, spend against a budget, or whatever a partner, lender, or board asks to see.

At a glance

Built around your question

Reports designed for what you need to decide.

Ties to the books

Every figure reconciles back to the accounting file.

Lender and investor formats

Packages in the layout the recipient expects.

Refreshed every close

Updated with each month end so it never goes stale.

What we handle

  • Design reports around the questions you actually ask
  • Build budget-versus-actual, margin, and trend views from the books
  • Produce lender, investor, and partner packages in the format they expect
  • Maintain spreadsheet dashboards that reconcile back to the accounting file
  • Update the reports every close so they stay current

Problems this fixes

  • Standard reports that never answer the question being asked
  • Spreadsheets rebuilt by hand every month
  • Numbers in a report that do not match the books

What you end up with

Reports built for your business that tie to the books and refresh every close.

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

Call (310) 800-4494Book a Free Consultation
View pricing

How It Works

1

Free review

We look at where your books actually stand — no obligation, no charge.

2

Scope and quote

You get a fixed price or a package recommendation before any work starts.

3

We do the work

Inside your accounting file, so you can see everything as it happens.

4

Ongoing close

Books stay current month to month, ready for your CPA at tax time.

Custom Reporting — Frequently Asked Questions

What can you report on?

+
Anything the books can support: by class, location, property, job, or channel, against budget or prior periods. If the data is not captured yet, we can set that up.

Can you match a lender or investor template?

+
Yes. Send the format and we will build it from your books.

What is included in custom reporting?

+
Design reports around the questions you actually ask; Build budget-versus-actual, margin, and trend views from the books; Produce lender, investor, and partner packages in the format they expect; Maintain spreadsheet dashboards that reconcile back to the accounting file; plus 1 further steps. Reports built for your business that tie to the books and refresh every close.

What problems does custom reporting solve?

+
Most often: standard reports that never answer the question being asked; spreadsheets rebuilt by hand every month; numbers in a report that do not match the books. Standard profit and loss and balance sheet reports rarely answer the real question: margin by product line, rent roll against collections, spend against a budget, or whatever a partner, lender, or board asks to see.

How much does custom reporting cost?

+
Monthly packages start at $200 and scale with transaction volume and complexity; project work such as cleanup is quoted at a fixed price after a short no-obligation review. You know the number before any work begins — see the pricing page for current tiers, or book a free consultation for a recommendation based on your actual books.

Related

All bookkeeping servicesPricingIndustries we serve

Talk through custom reporting

The consultation is free, and you will leave it knowing what the work involves and what it costs.

Book a Free ConsultationView Pricing
  • Done-for-you
  • Solo or group
  • Nationwide

Get Started

The fastest way is to call. If you prefer, you can book online below.

(310) 800-4494
or

Book Online

Share your details and preferred availability.