The problem we solve
Operational reporting exists, but confidence in the numbers is low. Logic is spread across spreadsheets, definitions vary between teams, and reports are rebuilt manually to make results line up.
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It's unclear whether the underlying issue is data quality, reporting structure, automation, or misalignment between operational activity and financial outcomes.
Starting delivery work without clarity creates risk, rework, and wasted effort.
What value this delivers
Clarity on what's reliable
Know which numbers are trustworthy and which aren't—before making any investment decisions.
Early visibility of risk
Identify operational and financial risks hiding in your data before they become expensive problems.
Confidence in next steps
Invest in the right solution—or pause entirely—based on what the data actually shows.
Reduced likelihood of rework
Avoid scope creep, false starts, and failed delivery by understanding the foundation first.
How it works
Step 1: Book a brief 30-minute scoping call to confirm fit and data access.
Step 2: We review your reports, spreadsheets, and sample data over 3–5 business days.
Step 3: You receive a written summary with clear findings and recommendations.
Step 4: We discuss next steps—whether that's clean-up, automation, reconciliation, or nothing at all.
What you get
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A brief written summary of findings
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Clear identification of broken logic, risks, and constraints
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An assessment of what data can and cannot be trusted
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A recommendation for the next stage of work, or a clear no-go
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All assumptions and limitations documented
What happens next?
If the diagnostic reveals clear issues, you have three options:
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Operational data clean-up and structure
Stabilize messy logic and make numbers defensible
($7,000 – $12,000)
Automated operational reporting
Replace manual reporting with trusted, refresh-safe processes
($10,000 – $18,000)
Operational and financial reconciliation
Align activity with financial results so margins can be trusted
($15,000 – $30,000)
Or you may decide to pause entirely. Either way, you'll have clarity.