Financial reporting and dashboards you can run the business on

What we report on

• Job and project profitability
• Customer profitability
• Profitability by location and service line
• Cash-flow visibility
• AR and AP aging
• Work-in-progress (WIP) where it applies
• Budget versus actual for nonprofits and churches

Built on your own QuickBooks data

Client dashboards read from your own QuickBooks Online data, so the numbers match the books. That only works when the structure and the monthly accounting are right, which is why reporting is the See stage that follows Build and Manage.

See it before you commit

Our reporting demos use fictional companies and figures, and they're fully clickable. Open the one closest to your business: contractor or builder job profitability, real estate investment property, home services, or nonprofit management.

Who it's for

Owners who want to see the current picture, not last quarter's — and who want the reporting to lead to a decision.

Reporting that fits your business

A contractor needs job gross profit and WIP. A service company needs results by service line, crew and average ticket. A real estate investor needs property- and deal-level returns. A nonprofit needs restricted funds and budget-to-actual for the board. We start from the questions you actually ask about your business and build the reports that answer them — then make sure the QuickBooks structure captures the data those reports need.

Interactive dashboards

Instead of a static PDF once a quarter, you get a dashboard you can open any time. You can filter by job, customer, property, location or period and see the detail behind a number. Because it reads from your QuickBooks data, it stays current as the books are closed each month.

Questions we hear