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An income statement tells you what happened. It doesn't always tell you the one number your business actually turns on. This is reporting built around the metrics you make decisions with.
The actual sequence, start to finish.
We start from the decisions you make monthly and work backwards to the numbers that inform them.
Dashboards and reports are built off your reconciled books so the figures reconcile to your statements.
Reporting arrives with your monthly close, and gets adjusted as what matters changes.
Starting at $250/mo on top of a bookkeeping tier. Standard monthly income statement and balance sheet are already included with bookkeeping.
The income statement and balance sheet are included with bookkeeping. This is for everything beyond them — KPI dashboards, cash flow reporting, and formats built for a specific audience.
Yes. Reporting that measures last year's priorities isn't worth paying for.
More questions answered on the FAQ page.
Monthly reconciliation, coded transactions, and financial statements — on a fixed schedule, every month.
Monthly variance reporting that flags drift from plan before it becomes a year-end surprise.
An annual or rolling budget built line-by-line off your real spending history — not a template.
A free 20-minute consult, no obligation.