FINANCIAL REPORTING & ANALYSIS

The reports you need,

when you need them.

Good financial oversight goes beyond reviewing standard reports. It’s about understanding what the numbers are telling you—and using that insight to make better decisions.

 

At FoxLedger, we create custom reports and perform meaningful financial analysis so you can focus on what matters: leading with confidence, clarity, and purpose.

WHAT WE DO

 

Most accounting software doesn’t deliver the reports you really need—especially when it comes to forecasting, program-specific reporting, or meeting the needs of donors, investors, or lenders. That’s where we come in.

 

FoxLedger builds custom financial reports using your existing accounting data—tailored specifically to your organization’s structure, goals, and stakeholders.

Whether you're looking to improve cash flow visibility, monitor key metrics, or evaluate performance across programs, we’ve got you covered.

SAMPLE CUSTOM REPORTS

 

The three standard financial statements (Income Statement, Balance Sheet, and Statement of Cash Flows) are just the beginning.

 

Here are a few examples of the reports we can deliver:

 

  • Cash Flow Forecasts: Understand and plan for upcoming inflows and outflows with forward-looking visibility—essential for strategic decision-making.

 

  • Key Performance Indicators (KPIs): Track metrics tied to efficiency, growth, and mission alignment. We'll help you define and monitor what matters most.

 

  • Industry- or Program-Specific Reports: Whether you’re grant-funded, government-regulated, or preparing for a loan, we can tailor reporting to meet specific guidelines and compliance needs.

 

  • Stakeholder-Driven Reports: From board members to bondholders, we can customize reporting to meet the expectations of your audience.

 

  • Advanced Financial Analysis: Gain deeper insight using tools like ratio analysis, horizontal/vertical analysis, and trend evaluation to better understand financial health.

THE RESULT?

 

You’ll have the right reports—clearly presented, easy to interpret, and always delivered on time.

FoxLedger can deliver the reports you actually need.


Contact us today to get started.