Financial Reporting
Accurate, timely financial reporting that supports informed decision making and keeps your business on track.
Monthly Financial Statements
Balance sheet, profit & loss, and cash flow statements delivered accurately and on-time.
Budget vs. Actual Comparisons
See how your results stack up against budget and uncover the story behind the numbers.
Rolling Forecasts & Trends
Forward-looking insights to help you plan with confidence and stay agile.
Departmental & Segment Reporting
Break down performance by division, team, or location to support detailed analysis.
Custom KPIs Tracking
Track what matters most with tailored metrics aligned to your business goals.
CPA Review & Insights
Every report is reviewed by a CPA with actionable takeaways — our goal is your growth.
What is Financial Reporting
At its core, financial reporting is the process of compiling and presenting a business’s financial data in structured formats, typically including an income statement, balance sheet, and cash flow statement. But great reporting goes beyond these basics.
Strong reporting may include some or all of the following:
- Key performance indicators (KPIs)
- Segmented/divisional/departmental breakdowns
- Variance analysis
- Trend analysis
- Break-even analysis
- Scenario analysis
- Job/project reporting
- Customer profitability
- Covenant reporting
At Origin, we tailor reporting packages that suit your business’s stage and goals, so you’re never stuck with a one-size-fits-all template.
Why Financial Reporting Matters
Financial reporting is the backbone of any well-run business. It answers the essential question: how are we really doing? Whether you’re a founder, CEO, or operations lead, knowing your numbers isn’t just about compliance, it’s about clarity. Strong financial reporting helps you monitor profitability, control costs, and understand exactly where your money is going. Without it, you’re flying blind.
Who It’s For
Financial reporting isn’t just for big corporations with in-house finance teams. It has become a necessity to operate more effectively, especially for those in the $2M to $25M revenue range. At this scale, you’re often juggling multiple revenue streams, growing headcount, and making decisions that impact long-term success. Our services are designed specifically for growing businesses that need accurate insights without the cost of a full-time finance department.
When You Need It
Timely reporting is critical. Monthly statements are typically the minimum cadence for proactive businesses. Whether you’re preparing to present to potential investors, evaluating a new business line, or simply want more control, consistent reporting gives you the rhythm and rigor needed to operate strategically.
Where It Fits In
Financial reporting sits at the heart of your operations and informs strategic planning. It is used to drive decision making in all areas of the business, including budgeting and forecasting, hiring, pricing, and investment decisions. For businesses using our Scalable Bookkeeping or Fractional Controller services, reporting is the natural output of clean data and expert oversight. It turns transactions into strategy.
Why Origin
At Origin, we don’t just deliver reports, we deliver clarity. Every reporting package is reviewed by a CPA and customized to your specific needs. We explain what the numbers mean and how they can guide your next move. Whether you’re preparing for an audit, a board meeting, or a new phase of growth, we’ll make sure your reporting is ready.
Financial reporting should empower, not overwhelm. That’s why we highlight key takeaways, flag risk factors, and break down performance into digestible insights. You’ll walk away from every report knowing where you stand, and what to do next.
Stakeholder Ready
From lenders to investors to internal teams, your stakeholders expect professionalism and accuracy. With Origin, you’ll have reporting that instills confidence and demonstrates control. We help you show up prepared, credible, and informed, every time.
-
What our Clients Say
We were introduced to Origin as a firm that could help us through the maternity leave of a key admin and finance person in our 18-employee company. Over a series of meetings, we developed a format that would work for our situation and implemented shortly after.
The relationship has worked very well since, delivering on both the accounting and the advisory side. It has been much more than simply filling in for a leave employee, and when that employee returns, the efficiencies and organization that Origin has built into the role will allow her to work much more effectively. Origin is an innovative company that I can recommend without hesitation.Peter Sziklai
Owner and President, Tsawassen Collision Ltd.
-
What our Clients Say
Matt and the Origin team have transformed our financial operations at Stevenson Industrial Refrigeration. From day one, they delivered comprehensive reporting, rolling cash-flow forecasts, and expert guidance, including leading the implementation of our new accounting system and enhanced reporting templates.
The processes they put in place quickly uncovered internal theft, and they navigated the bank’s financial requirements to facilitate our company buy-back. Thanks to their clear, actionable advice, we now enjoy real-time visibility into our pipeline, resources, and cash position.
I consider Origin a true partner in accounting and finance.Bob Stevenson
President and CEO, Stevenson Industrial Refrigeration Ltd.
-
What our Clients Say
Origin Accounting has been a pleasure to work with. Since bringing them onboard to be our Fractional Controller in October of 2023, the business has been running smoother, cleaner and we have a clear outlook on our financial health, cash flow, and always know where we stand with our projects.
Owning a construction company can be rewarding but also very risky so having live data to work with is critical for planning and operating successfully. I would highly recommend hiring Matt, Zohra and their team. The future is brighter with them on your side!Shayne FInskars
Owner, City & Country Contracting Ltd.
-
What our Clients Say
It is a pleasure working with the team at Origin Accounting. They have brought clarity and consistency to our financial systems—managing everything from monthly bookkeeping and AP/AR to board reporting and audit prep.
Their approach is thorough, responsive, and tailored to the unique needs of our small nonprofit. It’s obvious that they care about our work – they are as familiar with our programs, funders, and operations as we are! Thanks to their support, I feel more confident in our numbers and have more time to focus on our mission.Tina Strehlke
Minerva BC
All packages include a monthly income statement, balance sheet, and cash flow statement. We also offer a wide range of custom tailored analysis depending on your business needs. Monthly financial reporting may include some or all of the following:
- Covenant reporting
- Key performance indicators (KPIs)
- Segmented/divisional/departmental breakdowns
- Variance analysis
- Trend analysis
- Break-even analysis
- Scenario analysis
- Job/project reporting
- Customer profitability
Accounting software is a valuable tool for recording transactions and organizing data, but it doesn’t provide the strategic insights needed to run and grow your business.
Financial reporting adds meaning to your numbers. It highlights patterns, tracks goals, flags risks, and helps you make sense of it all. At Origin, we turn raw data into actionable recommendations.
We start by learning about your operations, goals, and challenges, then we design your reporting to reflect what matters most.
For example, a service-based business might prioritize margin by project or work order, while a retailer may need detailed inventory or location-specific performance reporting.
From segmenting departments to highlighting key metrics, our reports are built to serve you, not the other way around.
Yes. Financial reporting is a core deliverable in both our Scalable Bookkeeping and Fractional Controller service tiers.
Scalable Bookkeeping includes a monthly report that includes the three main financial statements (profit & loss, balance sheet, and cash flow statements).
Fractional Controller services include enhanced financial reporting built to suit your business and their stakeholders needs.
Financial reporting for both scalable bookkeeping and fractional controller services can be customized to include the information you need to make informed decisions. This means less time guessing and more time growing your business with confidence.
Flexible Accounting and Finance
Solutions for Founders
Our service packages are purpose built for growth, whatever stage of the business lifecycle you find yourself, our in house bookkeepers and designated accountants are here to help.
Service Add-Ons
Catch-up Bookkeeping
Compilation Engagements
Audit & Review Engagement Preparation/Support