About
Keystone Reporting Group
Keystone is a senior-led financial analytics, reporting, and decision-support practice for owner-led businesses. The work connects financial records with operating performance and a clear management question.
Why Keystone Exists
Accounting information and management decisions serve different purposes. A well-maintained ledger can still leave questions about sustainable earnings, capacity, cash timing, or the next forecast unanswered.
Keystone bridges that gap through reconciled analysis and repeatable reporting. The work complements bookkeepers, CPAs, and internal finance teams; it does not replace their professional responsibilities.
How We Work
Disciplined systems. Analyst-led judgment.
- 01
Establish
Reconcile financial and operational sources.
- 02
Normalize
Separate sustainable performance from temporary, unusual, or discretionary items.
- 03
Explain
Connect financial outcomes with operating drivers.
- 04
Prioritize
Identify the decisions with the greatest financial impact.
- 05
Operate
Build a recurring reporting cadence around those decisions.
Clear definitions, documented assumptions, and maintainable models matter more than complexity. Automation reduces preparation; interpretation and management discussion remain human responsibilities.
Leadership
Anfernee McLemore
Founder & Principal · Madison, Alabama
Anfernee's background spans corporate finance and technical delivery: pricing analysis, program finance and earned value management, manufacturing finance, FP&A planning, and healthcare M&A analysis, alongside financial modeling and adjusted EBITDA analysis.
His technical work includes advanced Excel, Power Query, Power BI, data modeling, and reporting automation. Keystone brings those disciplines together in focused engagements built around a specific decision and a maintainable reporting process.
Education & Credentials
- MBA(c)Master of Business Administration candidate; graduate business study in progress.
- CAPMCertified Associate in Project Management; project-management fundamentals across predictive and agile practice.
- FMVAFinancial Modeling & Valuation Analyst; financial modeling and business analysis.
- BIDABusiness Intelligence & Data Analyst; data transformation, modeling, and visualization.
Next step
Make the next decision with a clearer financial picture.
Share the decision, reporting gap, or financial question you need to resolve. Keystone will respond with the most relevant next step.