Choose from financial reporting, analysis, comparison,
budgeting, and forecasting services designed to turn your business's
financial data into clear, organized information. Services
can be selected individually where applicable or combined into packages based on your needs.
Enter your approximate monthly transaction volume and select the
reporting and analysis services you are interested in to receive an
estimated project price.
1. Estimate Your Base Report
The Base Financial Report is required for every engagement.
Estimates above 1,000 monthly transactions require a custom quote.
Base Financial Report
Required core service
$35.00
2. Select Add-On Services
The estimator automatically accounts for additional work created by
certain service combinations. The Financial Report Summary and
Monthly Comparison may adjust as the selected package becomes more extensive.
Budget Analysis displays a starting price; final pricing is determined by
quote after the client-provided budget is reviewed.
Recommended Packages
Package
Financial Snapshot
For businesses seeking a straightforward picture of current financial performance.
Base Financial Report
Provides an organized overview of your business's financial activity for the selected reporting period through financial tables, visualizations, categorized income and expense totals, and core performance metrics. Pricing is based primarily on transaction volume and may also vary based on the complexity and organization of the financial information provided.
For businesses seeking reporting plus detailed interpretation of current financial performance.
Base Financial Report
Provides an organized overview of your business's financial activity for the selected reporting period through financial tables, visualizations, categorized income and expense totals, and core performance metrics. Pricing is based primarily on transaction volume and may also vary based on the complexity and organization of the financial information provided.
Financial Report Summary
Provides written interpretation of the financial information presented in your Base Financial Report, highlighting notable results, patterns, and other findings that may help you better understand your business's financial performance. When applicable, commentary related to selected comparison, budgeting, and forecasting services is incorporated into the summary.
Income & Expense Analysis
Provides a deeper analysis of your business's income and expenses, including major income sources, significant expense categories, and other notable findings within the reporting period.
Profitability Analysis
Evaluates your business's profitability using revenue, expenses, profit, margins, and related performance measures to provide a clearer understanding of how effectively revenue is being converted into profit.
For existing clients seeking ongoing measurement, comparison, and forecasting.
Base Financial Report
Provides an organized overview of your business's financial activity for the selected reporting period through financial tables, visualizations, categorized income and expense totals, and core performance metrics. Pricing is based primarily on transaction volume and may also vary based on the complexity and organization of the financial information provided.
Financial Report Summary
Provides written interpretation of the financial information presented in your Base Financial Report, highlighting notable results, patterns, and other findings that may help you better understand your business's financial performance. When applicable, commentary related to selected comparison, budgeting, and forecasting services is incorporated into the summary.
Income & Expense Analysis
Provides a deeper analysis of your business's income and expenses, including major income sources, significant expense categories, and other notable findings within the reporting period.
Profitability Analysis
Evaluates your business's profitability using revenue, expenses, profit, margins, and related performance measures to provide a clearer understanding of how effectively revenue is being converted into profit.
Monthly Comparison
Compares financial performance across reporting periods using tables, visualizations, and dollar and percentage changes to show how key financial results have changed over time. Requires at least one previous reporting period.
Financial Forecast
Uses historical financial information and defined assumptions to develop forward-looking estimates of future financial performance. Forecasts are estimates and are not guarantees of future results. Requires sufficient historical information, minimum 3 months. Would not recommend with less than 6.
Start with the required Base Financial Report, then select additional reporting, analysis, comparison, forecasting, or review services based on your needs.
Core Service
Core Financial Reporting
Every engagement begins with the Base Financial Report, which uses
client-provided financial information to produce an organized,
professionally formatted financial report.
Client information is treated as confidential and used solely for the purpose of performing the requested services.
Includes
Base Financial Report
Provides an organized overview of your business's financial activity for the selected reporting period through financial tables, visualizations, categorized income and expense totals, and core performance metrics. Pricing is based primarily on transaction volume and may also vary based on the complexity and organization of the financial information provided.
Income and Expense Totals by Category
Presents summarized income and expense totals organized by category, making it easier to see where revenue is generated and where money is being spent.
Financial Tables
Presents key financial information in structured tables designed to make important figures and results easy to review.
Charts and Visualizations
Presents selected financial information visually to make distributions, relationships, and other financial results easier to understand.
Core Performance Metrics
Provides key financial figures and performance measures that offer a concise view of the business's financial results for the reporting period.
Professionally Formatted Report
Combines the included financial tables, visualizations, totals, and performance metrics into a clear, organized report delivered for client review.
Add deeper interpretation and analysis to your Base Financial Report to better understand current financial performance.
Available Services
Financial Report Summary — $10.00
Provides written interpretation of the financial information presented in your Base Financial Report, highlighting notable results, patterns, and other findings that may help you better understand your business's financial performance. When applicable, commentary related to selected comparison, budgeting, and forecasting services is incorporated into the summary.
Income & Expense Analysis — $15.00
Provides a deeper analysis of your business's income and expenses, including major income sources, significant expense categories, and other notable findings within the reporting period.
Profitability Analysis — $15.00
Evaluates your business's profitability using revenue, expenses, profit, margins, and related performance measures to provide a clearer understanding of how effectively revenue is being converted into profit.
Monthly Comparison — $20.00
Compares financial performance across reporting periods using tables, visualizations, and dollar and percentage changes to show how key financial results have changed over time. Requires at least one previous reporting period.
Add-On
Budgeting & Forecasting
Compare actual performance against your business's budget or use historical financial information to develop forward-looking estimates.
Available Services
Budget Analysis — Starting at $30.00
Provides a separate Budget Analysis report comparing your business's actual financial results against a client-provided budget. The report includes category-level revenue and expense comparisons, dollar and percentage variances, identification of significant over- and under-budget categories, applicable tables and visualizations, and written key findings. Final pricing may vary based on the size, format, complexity, and organization of the budget information provided.
Financial Forecast — $40.00
Uses historical financial information and defined assumptions to develop forward-looking estimates of future financial performance. Forecasts are estimates and are not guarantees of future results. Requires sufficient historical information, minimum 3 months. Would not recommend with less than 6.
Add-On
Meetings & Custom Services
Additional services are available for businesses that need report review, additional visualizations, revisions, or analysis outside the standard service options.
Available Services
30-Minute Virtual Report Review — $20.00
A 30-minute virtual meeting to review your completed report, discuss its contents, and answer questions about the reporting and analysis provided.
30-Minute In-Person Report Review — Starting at $20.00
A 30-minute in-person meeting to review your completed report, discuss its contents, and answer questions about the reporting and analysis provided. Price will be determined by distance.
Additional Revisions — Varies by Request
Provides additional requested revisions to a completed report beyond the revision included with the original service, subject to the scope of the requested changes.
Custom Charts or Tables — Varies by Request
Adds custom financial tables or visualizations to your report based on the financial information available and the specific information you would like presented.
Custom Financial Analysis — Varies by Request
Provides financial analysis outside the standard service offerings when the requested analysis can be completed using the financial information available. Scope and pricing are determined before work begins.
Custom Work
Not Sure Which Service You Need?
Tell us about your business, the financial information you have available, and what you're trying to better understand.
Miller Financial Analytics can help identify the reporting and analysis services that best fit your needs.