Variance analysis

Budget vs actual and period comparisons, explained in plain language.

What is included

  • Budget vs actual analysis
  • Month-on-month and year-on-year comparisons
  • Drill-down into the largest movements
  • Written commentary on the drivers
  • KPI tracking
  • Points for management to review

What you receive

  • Variance report in Excel or PDF
  • Commentary for owners or management
  • List of follow-up questions

Best for

  • Owners who see the numbers but not the story
  • Finance teams preparing management reviews
  • Firms adding advisory commentary for clients

How it works

Share access

You give access to your file or a copy of the data.

Confirm scope

We agree what is covered, the deliverables and the timeline.

Complete the work

The work is done and documented systematically.

Review together

You receive the output with clear notes on what was done.

Need this done properly?

Tell us your platform and deadline, and we will confirm scope.

Discuss your needs