Financial reporting
& analysis
Turn financial information into clear, useful reporting that helps you understand performance and ask better questions.
Understand your numbersFinancial clarity. Stronger operations.
From Chaos
to Clarity.
Clearer financial reporting. More efficient operations. Better business decisions.
We help owner-led small service businesses—landscaping, home services, clinics and practices, studios, and trades—turn complex financial and operational challenges into practical solutions.
Clear thinking. Personal attention.
Who we help
Owner-led service businesses that need clearer numbers.
Pinelle works with small service businesses in Tampa Bay and remotely—landscaping and home services, clinics and practices, studios, and trades. Most clients have roughly 5–50 employees, already run on spreadsheets or QuickBooks, and do not have a full-time finance team. You get focused financial reporting and process help without adding permanent overhead.
01 / How we help
Less time untangling.
More time deciding.
When reports raise more questions than answers and processes take more effort than they should, we help you find a clearer way forward.
Financial reporting
Reporting
automation
Reduce repetitive spreadsheet work and simplify how reports are prepared, updated, and used.
Spend less time assemblingProcess
improvement
Identify bottlenecks, clarify responsibilities, and make day-to-day workflows easier for the people doing the work.
Make the work flowInternal controls
& documentation
Strengthen checks, approvals, and procedures with practical documentation your team can follow.
Build consistencyCost
analysis
Take a closer look at spending and cost drivers to understand where resources go and where improvement may be possible.
See what drives spendingManagement
decision support
Bring structure to complex questions with focused analysis and clear information for your next business decision.
Move forward with contextPricing / A practical place to start
Report Reset.
Take one recurring spreadsheet report and rebuild it into a clean, formula-based workbook your team can reuse with confidence.
Fixed-fee projectStarting at $750
Typical turnaround is about two weeks. Includes data checks, short written instructions, a walkthrough call, and one round of revisions.
Ask about a Report ResetWhat’s included
A reusable workbook
Your recurring report rebuilt with clear structure, reliable formulas, and practical data checks so the numbers are easier to trust.
Instructions and a walkthrough
Short written instructions plus a walkthrough call so you or your team can update and use the report without starting from scratch.
One round of revisions
We refine the workbook once after your review so it fits how you actually work day to day.
Optional: Monthly reporting support from $300/month — we prepare or review a recurring monthly report so you stay current without building a full-time finance role.
We agree on the scope, deliverables, and fee before work begins.
Report Reset / How it works
Three clear steps.
No guesswork.
A focused project with a simple path from your current spreadsheet to a workbook you can reuse.
Send us your report.
Share the current spreadsheet and what decisions it should support. A short note about how you use it is enough to start.
We rebuild it.
We clean the structure, set reliable formulas, and add practical data checks so the report is easier to trust and update.
Walkthrough and handoff.
You get short written instructions, a walkthrough call, and one round of revisions before the project closes.
Sample work / Before & after
From a messy sheet
to a clear summary.
A fictional HVAC company’s weekly job log—duplicate rows, a missing cost, and a typed total that didn’t match—rebuilt into a clean, formula-based summary.
Before
Weekly job log
Bay Breeze HVAC · exported sheet · fictional data
| Date | Job | Labor | Parts | Invoice |
|---|---|---|---|---|
| SEPT JOBS / WEEK OF 9/2 — EDITED IN PLACE | ||||
| 9/2 | Filter change - Oak St | 95 | 28 | 185 |
| 09/03/26 | AC tune-up - Pine Ave | 180 | ?? | 295 |
| 9/4 | Duct cleaning - Harbor | 220 | 40 | 450 |
| 9/4 | Duct cleaning - Harbor | 220 | 40 | 450 |
| 9/5 | Thermostat install | 150 | 85 | 375 |
| TOTAL REV (typed) | ~$1,755 | |||
Problems visible here: inconsistent dates, a merged header typed over the sheet, a duplicate job, a missing parts cost, and a hand-typed total that includes the duplicate.
After
Service summary
Formula-based · duplicates removed · costs flagged
| Service | Revenue | Contribution | Margin |
|---|---|---|---|
| Maintenance | $480 | $177 | 36.9% |
| Cleaning | $450 | $190 | 42.2% |
| Install | $375 | $140 | 37.3% |
| Total | $1,305 | $507 | 38.9% |
Duplicates removed: 1
Missing costs flagged: 1
Totals reconcile ✓
Contribution is revenue less labor and parts. The missing parts cost on the tune-up remains flagged at $0 until the owner confirms it.
Sample work / Financial reporting
A clearer picture of what each service earns.
When job information is scattered or a report doesn’t add up, it can be hard to see which services contribute most to the business. This example turns job-level revenue, labor, and materials into a comparison an owner can use.
The working data was reviewed for duplicates and missing costs, then summarized in a formula-based report. The result makes it easier to compare contribution dollars and margins side by side.
Demonstration using fictional dataReport preview / September 2026
Service profitability
Revenue less direct labor and materials
| Service | Revenue | Contribution | Margin |
|---|---|---|---|
| Maintenance | $9,340 | $5,232 | 56.0% |
| Installation | $36,820 | $8,056 | 21.9% |
| Irrigation | $13,900 | $6,600 | 47.5% |
| Total | $60,060 | $19,888 | 33.1% |
Contribution margin by service
What the owner can see: Installation generated the most contribution dollars, while Maintenance had the highest contribution margin.
Contribution excludes overhead, taxes, and other costs and is not net profit. This is a demonstration using fictional data.
Sample work / Monthly reporting
Know how the month adds up.
Revenue, expenses, and profit are easier to understand when they’re shown together. This sample turns three months of financial information into a clear summary and compares the quarter with budget.
It highlights where results differ from plan and gives the owner a starting point for better questions about spending and performance.
Demonstration using fictional dataReport preview / July–September 2026
Monthly financial report
Accrual basis · USD · Fictional data
| Measure | July | August | September |
|---|---|---|---|
| Revenue | $13,050 | $13,950 | $14,850 |
| Expenses | $9,900 | $10,275 | $10,650 |
| Operating profit | $3,150 | $3,675 | $4,200 |
Quarter at a glance
$11,025 operating profit
$675 above the $10,350 budget. Revenue was $600 above budget, while software, marketing, and supplies were $315 over budget combined.
Operating profit covers the expense categories in this example. It is not a cash-flow measure.
02 / Our approach
Thoughtful analysis.
Practical follow-through.
Consulting should make things easier. We work with you to understand the challenge, focus on what matters, and put useful solutions into practice.
01 / UNDERSTAND
Start with your reality.
We listen, ask questions, and look at the reports and processes behind the problem. Your priorities shape the work.
02 / SIMPLIFY
Find the useful solution.
We turn the findings into a focused plan with a clear scope, practical recommendations, and understandable next steps.
03 / FOLLOW THROUGH
Make it usable.
We help put the agreed improvements into place and explain the work so you can use it with confidence.
Michaela Pinelle
Founder & Principal Consultant
B.S. Finance / MBA
03 / Meet your consultant
Executive-level thinking.
A personal commitment.
I founded Pinelle Consulting Group to help businesses turn financial and operational challenges into practical solutions.
My background spans healthcare finance and operational leadership, including financial reporting, cost analysis, internal controls, and purchasing and vendor management. I hold a B.S. in Finance and an MBA.
I’ve automated recurring labor reports, developed standard operating procedures, analyzed costs to support management decisions, and led purchasing and materials operations. That experience shapes my approach: understand the details, make the work clearer, and follow through.
You’ll work directly with me to define the challenge, agree on a practical scope, and put useful improvements into place.
Straightforward communicationThoughtful analysisPractical solutions
Questions
Common questions
about a Report Reset.
Straightforward answers before you decide whether a focused project is a useful next step.
Do I need QuickBooks?
No. Excel, Google Sheets, or QuickBooks exports all work. We meet you in the tools you already use.
Is my data kept private?
Your files are shared only for the project and used only for your work. We can sign an NDA on request.
What if my report is a mess?
That is normal—and exactly the starting point. Messy sheets are what a Report Reset is built for.
How long does it take?
Typical turnaround is about two weeks after we receive your files and agree on scope.
What does it cost?
A Report Reset starts at $750 as a fixed fee. We agree on scope and fee before work begins. Optional monthly reporting support starts at $300/month.
Do you work outside Tampa Bay?
Yes. We work with clients remotely as well as in the Tampa Bay area.
04 / Let’s connect
What could be
working better?
A report you can’t rely on. A process that takes too long. A question your numbers aren’t answering.
Tell us which report, workflow, or business question needs attention. We’ll discuss the challenge and whether a focused project is a useful next step.
Start a conversationEmail Michaelampinelle@pinelleconsultinggroup.com ↗
Call603-845-6704 ↗
Follow alongPinelle Consulting Group on LinkedIn ↗
Based in Tampa Bay, Florida.