Question about client reporting - I'm preparing a report for a manufacturing client where I found about $23,000 in annual savings across several different billing errors and rate optimization opportunities. How detailed should I get in breaking down each savings opportunity? Should I show the monthly breakdown for each finding, or is a high-level summary sufficient? Also, do you typically show potential savings or guaranteed savings in your reports? This is only my second major audit report so looking for guidance on best practices.
Client report format - how detailed should savings breakdowns be?
Great question! For a $23K annual savings, I'd recommend showing both a high-level executive summary (one page) and detailed backup for each finding. Break down savings by category (billing errors, rate optimization, etc.) and show monthly calculations for the larger findings. Always present 'potential' savings unless you have written confirmation from the utility - you don't want to over-promise. Include implementation complexity (easy/medium/hard) for each recommendation. Your client will appreciate the thoroughness, and it protects you if actual results vary slightly from projections.