Systems that produce numbers management can trust.
Reporting is only as good as the data behind it. AMG Global reviews how QuickBooks and connected tools are set up, reconciles the sources, and builds reporting structures that hold up month after month.
Different systems, different numbers.
Sales in Shopify, operations in Airtable or a spreadsheet, accounting in QuickBooks: each tells part of the story, and they rarely agree. Manual reconciliation becomes a monthly burden and confidence in the numbers erodes.
Common signs
- Sales or inventory figures do not match the accounting records
- Reports are rebuilt by hand every month
- Classes, locations or departments are not set up in QuickBooks
- Dashboards exist but nobody is sure the data is right
A structured approach, led by the principal.
- 01
Map the data
Document each system, what it records, and how information flows into the accounting records.
- 02
Reconcile the sources
Validate figures across systems and identify where and why they differ.
- 03
Structure the reporting
Configure QuickBooks classes, locations and reports, and define the KPI logic.
- 04
Automate where sensible
Build dashboards or automated reporting where it saves real time and stays maintainable.
What you receive.
- 01QuickBooks reporting structure review
- 02Shopify financial analysis and reconciliation
- 03Airtable reporting review
- 04Power BI dashboards
- 05Financial data validation
- 06Reporting process design and documentation
- 07KPI framework
- 08Management reporting automation where appropriate
Final scope is agreed in writing for each engagement.
- E-commerce and multi-channel businesses with several data sources
- Companies whose QuickBooks file was set up quickly and never revisited
- Teams spending hours each month assembling reports manually
How the work is usually arranged.
Systems review
A diagnostic of current tools and data flows with recommendations.
Build project
Implement reporting structure, reconciliations or dashboards.
Ongoing support
Periodic validation and refinement as the business changes.
Discuss finance systems & dashboards for your business.
A first conversation is an opportunity to describe where the business is, what is not working, and what you need. You will speak directly with the principal.