CASE STUDY
Custom Financial Reporting for Union & Trade Analysis
A client needed monthly reports breaking down financials by trade and union—but their accounting system couldn’t deliver the format or depth they needed.
Challenge
The company required a monthly report that summarized financial data by trade and union. However, their existing accounting system could not generate the level of detail or format needed to properly analyze labor costs and union activity—leaving leadership without clear insights.Solution
The Eckman Efficiency Group collaborated with the internal bookkeeper to extract detailed data from their accounting system and developed a custom spreadsheet tool. This solution:- Transformed raw data into a structured, easy-to-read summary by trade and union
- Enabled seamless monthly updates with a simple export-and-paste workflow
- Reduced manual work and reporting errors