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Investor and Board MIS Reporting

A P&L is not an MIS. An MIS tells the reader what happened, how it compares to plan, and why. The commentary is the part that distinguishes a report from a pack, because numbers without narrative get skimmed.

Delivered by the 12th delivery
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50% upfront, 50% on delivery

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Transparent 3-tier pricing

Pick the speed and depth that matches your need. Same quality, same CA team — only the timeline changes.

starter

9,99913,999

Timeline: Monthly, by the 12th

Monthly P&L and balance sheet with comparatives
Cash position
Written commentary on what moved
Budget variance analysis
Operating metrics dashboard
Receivables and payables ageing
Rolling cash flow forecast
Multi-entity consolidation
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standard

19,99926,999

Timeline: Monthly, by the 12th

Monthly P&L and balance sheet with comparatives
Cash position
Written commentary on what moved
Budget variance analysis
Operating metrics dashboard
Receivables and payables ageing
Your investor’s preferred template
Multi-entity consolidation

pro

34,99944,999

Timeline: Monthly, by the 12th

Everything in Growth
Rolling cash flow forecast
Board pack formatting
Multi-entity consolidation, including overseas
Monthly review call
Headcount and cost per head reporting
Lender reporting pack
Named CA on your file

Government fee — paid by you at actuals

No government fee applies to management reporting. Bookkeeping is a separate engagement and a prerequisite: an MIS is only as good as the close beneath it, and we do not take MIS-only work on books we have not verified.

Every price above is a professional fee, excluding GST and government charges. 50% on delivery.

All fees and charges listed are indicative only and do not constitute a binding offer. Final amounts may vary depending on the volume of work and the complexity involved.

How it works

By the 10th

Close complete

The books are closed and reconciled. Everything downstream depends on this being true, not approximately true.

Day 10-11

Build the pack

P&L and balance sheet with prior month and prior year comparatives, cash position, variance against budget, ageing, and the three to five operating metrics that actually drive your business.

By the 12th

Commentary and delivery

A one-page written note on what moved and what it means, in your investor’s template where they have one.

Monthly

Review call

On the Complete plan, a call to walk the pack. If you want more than that, you are probably describing a fractional CFO.

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Documents required

Closed monthly books, or access to the accounting file
Annual operating plan or budget, for variance analysis
Your investor’s reporting template, where they have one
Definitions for your operating metrics, so they stay consistent
Headcount and payroll summary
Loan schedules and covenant terms, where lenders report
Prior board packs, for continuity of format
Details of any overseas entities to be consolidated

Why CorporateWalla®?

Commentary, not just numbers

One page on what moved and what it means. It is the difference between a pack that gets read and a pack that gets filed.

By the 12th, every month

Provided the close is complete by the 10th. Reporting that arrives six weeks late has stopped being management information.

Variance with explanations

Against budget, while there is still time to act on it. A variance explained in March is a decision; the same variance explained in September is history.

Your investor’s format

Most investors have a preferred template and we work to it rather than sending ours and asking them to adapt.

We will not build on bad books

An MIS on unreconciled books is confidently wrong. If yours have drifted, we start with the health check, which is cheaper than acting on a bad number.

Consolidation across entities

Including overseas ones, on the Complete plan, so the board sees the group rather than a favourite subsidiary.

Frequently asked questions

Financial statements report the position. An MIS adds comparison against plan, operating metrics and commentary explaining what changed.

MIS Reporting in major cities

Pan-India coverage — we serve 13+ Tier-1 cities and growing

Ready to get started?

A real CA will call you in 30 minutes. No bots, no call centers, no runaround.