Advisory and management reporting
Advisory, in the sense we mean it, is the layer above the books: turning a reconciled close into management reporting a decision can be made from, and being available for the occasional hard question about what the numbers mean. Sahana Global provides that fractional controller support to businesses and to the firms advising them.
This is not forecasting theatre or a dashboard nobody reads. It is a monthly reporting pack, a few metrics that matter for your business, and a person who knows your file well enough to answer when you call.
What's included
The standing scope.
Management reporting
A monthly pack with the statements, a short commentary, and the handful of metrics that actually move your business.
Cash and runway view
A working cash position and near-term view, so cash is managed on numbers rather than on nerves.
Budget and variance
Budget-to-actual with the variances explained, not just tabulated.
KPI tracking
A small, stable set of measures tracked consistently, chosen with you rather than pulled from a template.
Board and lender reporting
Reporting formatted for the people you answer to, whether a board, a lender, or an owner.
A person to ask
Someone who knows your file and will take the occasional hard question about what a number means.
Who it's for
Where this fits.
This service suits businesses that have outgrown raw bookkeeping but do not need a full-time controller.
- Owners making decisions off a profit-and-loss who need one layer more.
- Businesses that owe lender or board reporting on a schedule.
- CPA firms wanting client reporting handled to a consistent standard.
- Teams sitting between a bookkeeper and a full finance hire.
How it works
How an engagement begins.
Week 1
Discovery
We learn what decisions the reporting has to serve and who reads it, then agree the pack and the metrics.
Weeks 2-3
Pilot cycle
A first reporting cycle on your real numbers, so the pack earns its place before it becomes standing work.
Ongoing
Monthly counsel
A monthly pack and a named person who knows your file, reachable in your working hours.
Questions
Answered plainly.
The objections firms raise before the first call, without the sales gloss.
Is this the same as a fractional CFO?
It is closer to a fractional controller. We own the reporting, the metrics, and the accuracy of what sits on the page, and we will interpret it plainly. Strategic decisions, fundraising, and the calls only an owner or CFO can make stay with you; we make sure they are made on numbers that are right.
Do we need advisory if our bookkeeping is already clean?
Not necessarily. Advisory earns its keep when someone is regularly making decisions off the numbers and wants a layer of interpretation and a consistent reporting rhythm. If a clean monthly close already answers your questions, we will tell you that rather than sell you a pack you do not need.
How is advisory priced?
A fixed monthly fee scoped to the reporting and the cadence you need, quoted in writing after we understand what the reporting has to do. It is usually added to a bookkeeping engagement rather than sold as a standalone hourly service.
Start a conversation.
Tell us what your books look like now, and we will tell you honestly what the first ninety days would involve.