Variance
Variance Analysis
Mar 2025 vs Feb 2025 — expense spike flagged for review.
Variance
Showing items with >=10% change or new/dropped lines.
| Item | Category | Baseline | Current | Delta | Change (%) | Status | Reason | Trend | |
|---|---|---|---|---|---|---|---|---|---|
| Contract Labor | Expense | $1,200.00 | $6,200.00 | +$5,000.00 | +416.7% | Changed | >=10% change | ||
| Office Supplies | Expense | $200.00 | $890.00 | +$690.00 | +345.0% | Changed | >=10% change | ||
| Professional Services | Expense | $2,600.00 | $2,210.00 | -$390.00 | -15.0% | Changed | >=10% change |
Close Pack Preview
What your deliverable looks like
Generated from the variance data above — with decisions, owners, and 90-day priorities.
KPI Snapshot
Revenue
$142,000
+$12,000 (+9.2%) vs prior
Op Expenses
$118,400
+$47,400 (+66.7%) vs prior
Net Income
$23,600
−$35,400 (−60.0%) vs prior
Decision Required
DECISION: Audit contract labor spend
Why now: Contract labor increased $5,400 (417%) in March — single largest expense driver this period.
Next step: Pull contractor invoices for March and identify recurring vs one-time engagements.
90-Day Priority
Renegotiate contractor agreements before Q3 headcount plan is set — contract labor is now the #1 controllable expense driver.
Year-over-Year Comparison
Compare this month against the same month last year to separate seasonal patterns from real changes.
Separate seasonal patterns from real changes — upgrade to Practice →
Compare this month against the same month last year — see if the variance is seasonal or structural before you make a call.
Budget vs Actuals
Upload a budget file to see attainment, flag over-budget line items, and track progress against plan.
Track budget attainment automatically — upgrade to Practice →
Upload a budget file. See attainment by line item, over-budget flags, and progress against plan — automatically. Know exactly where you stand on budget.
Branded PDF Export
Export a client-ready PDF with your firm's logo and colors — ready to share in minutes.
Send client packs with your firm's logo — upgrade to Practice →
Export a PDF with your firm's logo and colors — ready to send to clients in minutes, no reformatting required. Client-ready output with your brand on it.
Cash Runway
13-week cash projection based on your opening balance and burn rate — with scenario comparison (conservative, base, aggressive) built in.
See your cash floor before you make the call — upgrade to Starter →
13-week cash runway calculated automatically. Net weekly cash and lowest cash week, always current. Know your floor before you make any operating decisions.
Working Doc
Full narrative close pack — executive summary, variance drivers, decisions with owners — in one shareable HTML file. Ready for internal review or board prep.
See what moved and why — included on Starter →
Every P&L movement ranked by dollar impact — with drivers named, not described. Variance analysis that tells you what to do next.