Turn one inconsistent Excel or CSV reporting process into a checked management pack, with visible exceptions and refresh instructions your team can follow.

Included: one organisation, one reporting process and reporting cycle, up to three representative Excel/CSV exports and five agreed KPIs. You receive a source and metric map, checks linking headline figures to the supplied data, an exception log, a structured Excel workbook, a concise management view, written observations and refresh notes. One written correction round is included.

Before starting, we agree the source files, measures, acceptance checks and fixed scope in Contra messages. Target delivery is five business days after scope, safe inputs and the funded project are accepted; the date is confirmed before work begins. No meeting is required.

Please describe the report and decisions it supports first. File transfer is agreed after scope review; do not send confidential employer, NHS, patient or sensitive personal information.

This service covers management reporting and data checks. It excludes bookkeeping, ledger repair, statutory accounts, tax, payroll, audit, assurance, investment/legal advice, accounting-policy decisions and live system/API integrations. Your appointed owner retains business and accounting judgements.

Portfolio demonstrations use fictional data and do not claim client outcomes.