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Tag Archive for: Financial Reporting

Bookkeeping vs. Accounting: What Does Your Business Actually Need?

October 6, 2026/0 Comments/by Sarah Schlott

I think bookkeeping gets blamed for a lot of problems that aren’t really bookkeeping problems. The books are late. The numbers don’t make sense. Nobody trusts the balance sheet. Management can’t get a clean answer about margins. Month-end arrives with the energy of a small electrical fire. And somebody eventually says: We need better bookkeeping. […]

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How Much Do Accounting Services Cost in Orlando?

October 6, 2026/0 Comments/by Sarah Schlott

If you’re trying to figure out what accounting services should cost in Orlando, I can give you the frustrating answer first: It depends. I know. Very helpful. It’s the accounting-services equivalent of asking a parent how long it takes to get the kids out of the house. Technically, I can give you an estimate. But […]

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10 Common Financial Reporting Tasks You Can Streamline with Power Query

May 31, 2025/1 Comment/by Sarah Schlott

Here’s a hard truth they don’t tell you in finance onboarding: most “financial reporting” is glorified janitorial work. You know the drill. Dump the GL. Copy and paste into five different workbooks. Filter out the junk rows. Reformat dates. Fix that one column that always comes in as text instead of numbers. Then pray your […]

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3 Excel Functions Every Strategic Finance Team Should Master

May 20, 2025/1 Comment/by Sarah Schlott

Let’s skip the pleasantries. If you’re in strategic finance and still fumbling around with basic formulas, you’re wasting time, missing insights, and burning credibility. I’ve seen it firsthand: high-performing FP&A teams with broken models, inconsistent logic, and bloated files that barely run. The fix? It’s not another dashboarding tool or AI-powered platform. It’s mastering the […]

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  • Forecast Assumptions: The Model Should Remember What Changed
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  • Ad Hoc Reporting in FP&A: When the Same Quick Question Keeps Coming Back
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  • Management Reporting Pack: What CFOs Actually Need Every Month
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  • FP&A Software vs. Excel: When Has Finance Actually Outgrown Spreadsheets?
  • What Is FP&A? A Practical Guide to Financial Planning & Analysis
  • FP&A Software: When Does Your Finance Team Actually Need It?
  • Driver-Based Forecasting: How to Find the Right Business Drivers
  • Financial Forecasting Methods: How to Choose the Right One
  • Financial Scenario Planning: How FP&A Can Build Scenarios That Actually Help Management
  • AI Agents in Finance: What Should CFOs Actually Let Them Do?

Sarah Schlott

FP&A consulting, forecasting, accounting support and finance strategy for CFOs and growing finance teams.

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FP&A

FP&A ConsultingForecasting & PlanningScenario Modeling & Decision SupportManagement ReportingCash ForecastingFP&A Function & Finance SystemsVariance AnalysisKPI DashboardsBoard ReportingFP&A for PE-Backed CompaniesOrlando FP&A Consulting

Accounting

Accounting ServicesAccounting & Bookkeeping SupportMonth-End Close & Financial ReportingFinancial Statements & ReportingAccounts Payable SupportAccounts Receivable SupportAccounting Cleanup & Catch-UpOrlando Accounting Services
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