Recommended starting point
Quick Fix
fromUS$1,250
One useful fix.
A defined report, workflow or operational bottleneck.
BUILT AROUND YOUR BUSINESS.Illustrative business scene and workflow
SCOPE FIRST. PRICE IN WRITING.
A report, or the system around it.
System Sprint
fromUS$4,500
A connected workflow.
Bring the steps, tools and handoffs into one working process.
Ops Build
fromUS$15,000
A wider operational system.
Connect processes across your business around clear ownership.
Starting prices in USD. Scope, final price and inclusions agreed in writing before work begins.
Quick Fix scope & timing
One recurring management report, up to two source exports, agreed definitions, checks against source totals and a documented refresh process.
Quick Fix typically takes 5–7 business days after scope, inputs, payment and a start date are agreed. Larger projects are scoped separately.
A CLEAR LINE FROM SOURCE TO DECISION
The numbers.
And what comes next.
A report you can explain,
check and use again.
Start with what you have.
Your actuals and budget exports. The same reporting period. Agreed definitions.
SUPPLIED EXPORTSALES TOTAL
01 Actuals export.csv$5,101,736 sales
02 Budget export.csv$5,000,000 sales
December · all figures in USD
THE WORK IN PRACTICE
Stop rebuilding the same report every month
Does this sound familiar?
- Hours spent copying exports into the monthly report
- Different totals in different spreadsheets
- A report only one person knows how to update
What we deliver
Start with one recurring management report and up to two source exports. We agree the measures, organize the inputs, check totals against the sources and document a repeatable refresh. The goal is a report your team can explain and use again.
Delivered remotely from New Zealand for US businesses. Scope, USD pricing and working arrangements are agreed before work begins.
ILLUSTRATIVE WORKFLOW
From exports to a repeatable report
Illustrative example: two monthly exports are checked for missing fields and duplicate records, combined using agreed definitions, and reconciled to source totals. The report shows exceptions for review before it is shared. Refresh frequency depends on source availability and the agreed scope.
Before you start
What information do you need?
An outline of the current report, its audience, the questions it should answer and the available source exports. We agree how to share project data after scoping; do not send confidential records through the enquiry form.
Can we keep our existing spreadsheets?
Often a clearer input structure and repeatable refresh are enough. We assess the current workbook and sources before recommending a different reporting tool.
Will the report update automatically?
Not every source supports an automatic refresh. We agree whether updates use supplied exports, a manual refresh or an available integration, and document any remaining steps.
How are the numbers checked?
We agree definitions and source totals, identify missing or duplicate records and make reconciliation differences visible. Your team confirms the business rules before the report is used.
What does the starting price cover?
Quick Fix starts at US$1,250. A reporting scope can cover one recurring report, up to two source exports, agreed checks and refresh instructions. Additional sources and complex cleanup are scoped separately.
Is this bookkeeping or tax advice?
This service improves management information and the reporting process. It does not replace your accountant, bookkeeping service or tax adviser.
LET’S MAKE IT WORK
A better report.
Start here.
A report, a repetitive task or a handoff that keeps getting stuck. Tell us about it.
Four questions. Your next step. No email required.