OR Reporting: Financial Reporting & Accounting Company - Houston, TX

Financial solutions
tailored for your business

OR Reporting provides best-in-class financial solutions that help business growth. We are offering flexible pricing solutions that will fit your business needs.

  • Bookkeeping
  • CFO Services

Annual
Monthly
Weekly
Saves 15%
Essential

Perfect for start-ups and small business

Sliderrr

$96

/wk billed annually

$1

in annual revenue

  • Dedicated finance expert
  • Accrual basis bookkeeping
  • P&L, balance sheet
  • World class support and advice
Saves 6%
Essential

Perfect for start-ups and small business

Sliderrr

$107

/wk billed monthly

$1

in annual revenue

  • Dedicated finance expert
  • Accrual basis bookkeeping
  • P&L, balance sheet
  • World class support and advice
Essential

Perfect for start-ups and small business

Sliderrr

$113

weekly payment

$1

in annual revenue

  • Dedicated finance expert
  • Accrual basis bookkeeping
  • P&L, balance sheet
  • World class support and advice
Saves 15%
Standard

Most popular solution for growing organizations

Sliderrr

$120

/wk billed annually

$1

in annual revenue

  • Everything in Essential
  • Expedited delivery
  • Industry standard financial ratios
  • Daily reporting
Saves 6%
Standard

Most popular solution for growing organizations

Sliderrr

$134

/wk billed monthly

$1

in annual revenue

  • Everything in Essential
  • Expedited delivery
  • Industry standard financial ratios
  • Daily reporting
Standard

Most popular solution for growing organizations

Sliderrr

$141

weekly payment

$1

in annual revenue

  • Everything in Essential
  • Expedited delivery
  • Industry standard financial ratios
  • Daily reporting
Premium

Tailored solution to support complex finance, accounting and BI reporting needs of small and large organizations

Custom

Additional Services Included

  • Custom on-demand dashboards
  • 12-week cash flow forecast
  • Advanced budget to actual analysis
  • Predictive analytics
  • See add-ons and more items included below
Premium

Tailored solution to support complex finance, accounting and BI reporting needs of small and large organizations

Custom

Additional Services Included

  • Custom on-demand dashboards
  • 12-week cash flow forecast
  • Advanced budget to actual analysis
  • Predictive analytics
  • See add-ons and more items included below
Premium

Tailored solution to support complex finance, accounting and BI reporting needs of small and large organizations

Custom

Additional Services Included

  • Custom on-demand dashboards
  • 12-week cash flow forecast
  • Advanced budget to actual analysis
  • Predictive analytics
  • See add-ons and more items included below

Monthly Engagement

CFO & Controller support to meet all of your organization’s needs



Sliderrr

$

900+

/yr billed annually

hours of CFO engagement


  • Monthly updates of your financials and business metrics

  • A Monthly rolling forecasts of financials

  • Budget vs. actuals variance analysis and review

  • Business KPI analyses and review

  • Board deck review and financial slides
PER MONTH $20
Annual Budgeting & Forecasting

The key to growth for every organization. Accurate. Timely. Meaningful. Forecasts. Delivered by the OR team.

Sliderrr

$

/yr billed annually

  • Personal CFO Consultation
  • Revenue projections
  • COGS budget
  • Headcount budget
  • Payroll budget
  • Non–payroll budget

  • Forecast drivers based on historical trends or financial ratios

  • Forecast drivers based on custom inputs

  • Robust three statement models
PER MONTH $20

Don’t need all the bells and whistles included within the plans above? Contact us today for an optimized plan that’s best suited for your organizations’ needs.

Bookkeeping

  • Essential
  • Standard
  • Premium
Bookkeeping & Reporting Basics
Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation
Burn rate calculations
Monthly Custom Internal Reporting Package *(Additional Pages available, but not included within below price)
Up to 3 Pages
PowerBI KPI Reports (Daily or Weekly)
1 Report Weekly
Daily Cash Flow Report (based on data availability)
12-Week Cash Flow Forecast report (updated weekly)
Connection to financial institutions including: banks, credit cards, and payment processors
6
Chart of accounts
Standard
Special transactions including: bills, invoices, checks and reimbursements
20
Quarterly Owner Personal Financial Statements
Advanced Services
Industry standard financial ratios: including EBITDA, free cash flow, margin %
Advanced revenue recognition
Billable expenses
Multiple entity support
Comprehensive AR/AP tracking
Inventory Tracking
Supporting schedules: We can provide supporting schedules for depreciation, amortization, prepaid expenses, and unearned revenue. If you have additional needs, please contact us and we'd be happy to help.
Support for classes, departments, or locations. If you want to break out your books by departments, work locations, or any other cuts, please contact us and let us know.
Concierge Services
CPA Recurring phone reviews
Quarterly up to 1 hour
Expedited delivery
15 Day Delivery
Priority support
25% Fee discount on bank & audit support services
Included Software Subscriptions:
PowerBI License Count
1
Expensify Collect License Count
1
Add-Ons:
Quickbooks Essential (1 user license)
1
Quickbooks Plus (up to 5 user licenses)
1
Gusto Core (employee fee is not included)
1
Bookkeeping & Reporting Basics
Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation
Burn rate calculations
Monthly Custom Internal Reporting Package *(Additional Pages available, but not included within below price)
Up to 5 Pages
PowerBI KPI Reports (Daily or Weekly)
2 Reports Daily
Daily Cash Flow Report (based on data availability)
12-Week Cash Flow Forecast report (updated weekly)
Connection to financial institutions including: banks, credit cards, and payment processors
10
Chart of accounts
Standard
Special transactions including: bills, invoices, checks and reimbursements
20
Quarterly Owner Personal Financial Statements
Advanced Services
Industry standard financial ratios: including EBITDA, free cash flow, margin %
Advanced revenue recognition
Billable expenses
Multiple entity support
Comprehensive AR/AP tracking
Inventory Tracking
Supporting schedules: We can provide supporting schedules for depreciation, amortization, prepaid expenses, and unearned revenue. If you have additional needs, please contact us and we'd be happy to help.
Support for classes, departments, or locations. If you want to break out your books by departments, work locations, or any other cuts, please contact us and let us know.
Concierge Services
CPA Recurring phone reviews
Monthly up to 2 hours
Expedited delivery
7 Day Delivery
Priority support
25% Fee discount on bank & audit support services
Included Software Subscriptions:
PowerBI License Count
2
Expensify Collect License Count
3
Add-Ons:
Quickbooks Essential (1 user license)
2
Quickbooks Plus (up to 5 user licenses)
3
Gusto Core (employee fee is not included)
3
Bookkeeping & Reporting Basics
Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation
Burn rate calculations
Monthly Custom Internal Reporting Package *(Additional Pages available, but not included within below price)
Custom
PowerBI KPI Reports (Daily or Weekly)
Custom
Daily Cash Flow Report (based on data availability)
12-Week Cash Flow Forecast report (updated weekly)
Connection to financial institutions including: banks, credit cards, and payment processors
Custom
Chart of accounts
Custom
Special transactions including: bills, invoices, checks and reimbursements
Custom
Quarterly Owner Personal Financial Statements
Advanced Services
Industry standard financial ratios: including EBITDA, free cash flow, margin %
Advanced revenue recognition
Billable expenses
Multiple entity support
Comprehensive AR/AP tracking
Inventory Tracking
Supporting schedules: We can provide supporting schedules for depreciation, amortization, prepaid expenses, and unearned revenue. If you have additional needs, please contact us and we'd be happy to help.
Support for classes, departments, or locations. If you want to break out your books by departments, work locations, or any other cuts, please contact us and let us know.
Concierge Services
CPA Recurring phone reviews
Custom
Expedited delivery
Custom
Priority support
25% Fee discount on bank & audit support services
Included Software Subscriptions:
PowerBI License Count
Custom
Expensify Collect License Count
Custom
Add-Ons:
Quickbooks Essential (1 user license)
Custom
Quickbooks Plus (up to 5 user licenses)
Custom
Gusto Core (employee fee is not included)
Custom

CFO Services

What you get
Estimated price
Monthly update of your financials and business metrics
$300-$1,200/mo
1–4 hours/mo
Budget vs. actuals variance analysis and review
$900-$1,800/mo
3–6 hours/mo
Regular financial hygiene assessments and implementation of financial best practices
$600-$1,800/mo
2–6 hours/mo
Financial and business KPI analyses and review
$300-$900/mo
1–3 hours/mo
Board deck review and financial slides support
Custom

List of services included

  • Bookkeeping
  • CFO Service
Essential Standard Premium
Bookkeeping & Reporting Basics
Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation
Burn rate calculations
Monthly Custom Internal Reporting Package *(Additional Pages available, but not included within below price)
Up to 3 Pages
Up to 5 Pages
Custom
PowerBI KPI Reports (Daily or Weekly)
1 Report Weekly
2 Reports Daily
Custom
Daily Cash Flow Report (based on data availability)
12-Week Cash Flow Forecast report (updated weekly)
Connection to financial institutions including: banks, credit cards, and payment processors
6
10
Custom
Chart of accounts
Standard
Standard
Custom
Special transactions including: bills, invoices, checks and reimbursements
20
20
Custom
Quarterly Owner Personal Financial Statements
Advanced Services
Industry standard financial ratios: including EBITDA, free cash flow, margin %
Advanced revenue recognition
Billable expenses
Multiple entity support
Comprehensive AR/AP tracking
Inventory Tracking
Supporting schedules: We can provide supporting schedules for depreciation, amortization, prepaid expenses, and unearned revenue. If you have additional needs, please contact us and we'd be happy to help.
Support for classes, departments, or locations. If you want to break out your books by departments, work locations, or any other cuts, please contact us and let us know.
Concierge Services
CPA Recurring phone reviews
Quarterly up to 1 hour
Monthly up to 2 hours
Custom
Expedited delivery
15 Day Delivery
7 Day Delivery
Custom
Priority support
25% Fee discount on bank & audit support services
Included Software Subscriptions:
PowerBI License Count
1
2
Custom
Expensify Collect License Count
1
3
Custom
Add-Ons:
Quickbooks Essential (1 user license)
Available
Available
Available
Quickbooks Plus (up to 5 user licenses)
Available
Available
Available
Gusto Core (employee fee is not included)
Available
Available
Available
Contact us to customize your add-ons
What you get
Estimated price
Monthly update of your financials and business metrics
$300-$1,200/mo
1–4 hours/mo
Budget vs. actuals variance analysis and review
$900-$1,800/mo
3–6 hours/mo
Regular financial hygiene assessments and implementation of financial best practices
$600-$1,800/mo
2–6 hours/mo
Financial and business KPI analyses and review
$300-$900/mo
1–3 hours/mo
Board deck review and financial slides support
Custom

Frequently asked questions

Yes! We will help you set-up software integrations related to bookkeeping, such as QuickBooks Online, Gusto, Expensify and many more. We can assist with selecting various vendors to streamline your company’s accounting and finance processes. We will be there when your tax preparer, banker, or private equity investors have financial reporting requests you need to fulfill.

Absolutely. We want to build a lasting partnership with your organization and be your partner in achieving your goals.

We will lock in your rate for 6 months based on the trailing 12 months to avoid any surprises. Our price is structured to become a lower percent of your gross revenue as your organization grows.

We believe comparing our cost as a percent of total gross revenues provides a simple and transparent way of justifying the value we deliver. Our model is built to make sure there aren’t any unexpected additional charges or fluctuations due to one good quarter.

We guarantee great results with our services by offering clients a risk-free, cancel-any-time plan. We only ask to allow us to complete the current month so we can transition complete financials to your next provider. Any prepayments for services not provided will be refunded at the end of the month.

No, if your business is growing rapidly, your books are growing in complexity as well. However, we still lock in your price for 6 months! At the end of the first 6 months, we will evaluate your trailing 12-month gross revenue and set a new rate for the next 6 months. We do not back charge you for the additional work during the first 6 months even though your organization grew.

Yes, there is a set onboarding fee that is less than your monthly plan rate to deliver smooth transition during the setup process.