A map of your report
See which sources feed each number, how records connect, and who can clarify them.
For consulting firms and agencies
Make your monthly reporting easier to trust.
Still piecing together spreadsheets or explaining why two reports disagree? ORGA traces the numbers in one important report, reconciles an agreed reporting period, and gives you a practical plan for what to fix next.
$1,500 fixed assessment feeOne report · up to three exportsFive business days after scope, payment, and inputs are ready
Work directly with Kyle Wisniewski. A short fit conversation comes before an agreement or payment.
Reporting Clarity Assessment
Leave with a clear diagnosis and a practical next step.
$1,500 fixed fee
$750 after scope agreement. $750 at delivery.Five business days after scope agreement, initial payment, and receipt of the agreed inputs with their format and volume confirmed.One report · up to three source exports · up to three key measures. One agreed reporting period and a findings walkthrough.
Agreed measure definitions
Define up to three measures, including dates, filters, and calculation rules.
A reconciliation summary
Check one reporting period and distinguish explained differences from questions still open.
A prioritized improvement plan
Review the findings together and leave with specific next actions and responsibilities.
Production integrations, a new application, ongoing monitoring, and correcting every discrepancy are outside the assessment scope. Export format and volume, the reporting period, and handling arrangements are agreed before work starts.
INSIDE AN ASSESSMENT · SYNTHETIC EXAMPLE
One report. A $15,000 difference explained.
A fictional agency’s monthly report counts an invoice twice and omits a credit. Inspect the records and see how each check changes the result.
01 · INVOICE EXPORTInvoice ID + project IDFind repeated records
02 · CREDIT NOTESCredit ID + invoice IDAccount for adjustments
03 · PROJECT REGISTERProject ID + ownerRoute questions to the right person
Start with the evidence
| Row | Invoice | Project | Amount |
|---|---|---|---|
| 01 | INV-101 | P-10 | $18,000 |
| 02 | INV-102 | P-20 | $12,000 |
| 03 | INV-103 | P-30 | $9,000 |
| 04 | INV-102Repeated ID | P-20 | $12,000 |
Separate credit export: CR-103 reduces INV-103 by $3,000.
Inspect the measure definition
Measure: net invoiced amount for the selected period. Sum distinct invoice IDs in August 2026 and subtract approved credit notes linked to those invoices; exclude tax.
This is an operational invoicing measure. It does not establish cash collected or accounting revenue. Date treatment and approval rules require the client’s finance owner to agree.
TRY THE REVIEW STEPS
- Raw export total
- $51,000
- Repeated invoice removed
- −$12,000
- Credit applied
- −$3,000
Result with your selected checks$36,000$15,000 difference explained
An explained reporting difference is not recovered revenue or a customer result.
THE RECOMMENDED CHANGE
Check invoice IDs before joining exports, include approved credits, and assign an owner to confirm the reporting-period rule.
WHAT THE CLIENT TAKES AWAY
The source map, agreed definition, reconciliation findings, and an ordered action plan. Unresolved questions stay visible.
All records are invented for this example. This illustrates the method and deliverable; it is not an ORGA client engagement, live integration, or guarantee of findings.
A useful fit starts with a specific problem.
The assessment is designed for the person who prepares, owns, or depends on a recurring business report.
A strong starting point
- You combine information from a few tools or spreadsheets.
- You can name a report that takes too much explanation.
- A report owner can provide agreed exports and review definitions.
- You want to know what deserves fixing before funding a larger build.
Bring to the fit conversation
- The last report you prepared and the decision it supports.
- Where the numbers come from and who can explain them.
- One discrepancy or manual step you want to understand.
- Your deadline and who can authorize the engagement.
A short engagement with visible outputs.
Five business days after scope agreement, initial payment, and receipt of the agreed inputs with their format and volume confirmed. Any missing inputs or scope changes are addressed explicitly.
Confirm the fit
Discuss one recurring report, its sources, and the decision it supports. Agree the scope before an initial invoice.
Prepare the inputs
Confirm the period, export format and volume, access permissions, and handling arrangements. No production connection is required.
Trace and reconcile
Map the sources, clarify up to three measures, and check the agreed reporting period. Record any unresolved differences.
Review the next steps
Walk through the source map, definitions, reconciliation, and recommended changes. Any implementation is separately scoped.
Kyle Wisniewski
Founder · ORGA
Founder · ORGA
Work directly with the person doing the analysis.
Kyle’s experience includes institutional data, analytics, and strategic reporting. He is pursuing two master’s degrees concurrently in Applied Quantitative Finance and Global Economic Affairs.
His Daniels College of Business work is professional experience, separate from ORGA—not an ORGA client engagement or endorsement.
Meet Kyle and see the working approach →Let the findings determine what comes next.
An assessment can lead to a process change, an integration, or a reporting application. The wider services below have separate scope and pricing; a database rebuild is never assumed.
Before you decide.
Do I need to give you production access?
No production connection is required for this assessment. We agree the necessary exports, permissions, transfer method, and handling before files are shared. Please do not send operational data through the inquiry form.
What if the report’s numbers already agree?
The deliverables still document the sources, definitions, and checks for the agreed report. Findings may confirm the current approach or identify process improvements. ORGA does not promise to uncover an error or a particular financial saving.
Does the assessment include fixing or automating the report?
It includes the diagnosis, reconciliation findings, and prioritized plan. Changes to production systems, automation, and ongoing support are separately scoped after you review the findings.
When does the five-day window begin?
After scope agreement and receipt of the initial payment and agreed inputs, with their format and volume confirmed. We confirm the start and delivery dates together. A missing source or expanded scope may change the schedule.
Is the sample a customer result?
No. The sample uses fictional records to make the assessment method inspectable. It is not a client engagement, recovered revenue, or a promise of results.
Reporting Clarity Assessment
Start with one report worth getting right.
$1,500 fixed fee. One report · up to three source exports · up to three key measures. Agree the fit and scope before payment.