Read-only access to your QuickBooks data, turned into clear monthly insights, cash forecasts and recommendations that help you run the business and position it for growth. A senior analyst in your corner, for less than a part-time CFO, with no new software to buy.
Works with QuickBooks Online and QuickBooks Desktop.
QuickBooks does a good job of recording the business and showing the basics. But knowing which customers are actually profitable, whether cash will be tight next quarter, where to raise prices, or whether you can afford the next hire takes analysis that most owners don't have time for, and most small businesses can't justify a full-time analyst or CFO to do.
That's the role we fill. We work from the data you already have, every month, and bring you the answers and the next steps.
True profitability by customer, product, service or job, and the ones quietly losing money.
A 13-week cash forecast and the moves that change it: collections, payment timing and spending.
Where prices haven't kept up with costs, and what a change would mean for the bottom line.
Who pays late, how much that costs you, and a plan to tighten terms without losing customers.
Expense trends by category and vendor against your own history, flagged before they become a habit.
Budgets, hiring and capacity scenarios, and the numbers a lender or investor will ask to see.
QuickBooks shows the totals. We explain what changed this month, why, and the three things to do about it.
We turn sales into true profitability, so you know where to grow, re-price or walk away.
We forecast cash weeks ahead and show which decisions move it, so there are no surprises.
We pick the handful that matter for your business, set targets and track them every month.
We send a short clean-up list each month so the numbers stay accurate enough to plan with.
QuickBooks records the past. We build the budget, the scenarios and the plan for what's next.
On Essentials, Plus or Advanced, you add us as a reports-only user. It's free, read-only and doesn't use one of your paid user seats. For deeper analysis, you can authorize a secure read-only data connection instead.
We work from a standard monthly report export, or a reporting connection on the computer that runs QuickBooks if you'd rather not export anything by hand.
A read-only review of your books and a baseline analysis of profitability, margins, cash, receivables and payables, with a written memo of the top five recommendations and a review meeting.
Three plans, from a monthly insights memo and KPI scorecard to cash forecasting, pricing advice, budgets and growth planning.
One-off work when a big decision comes up: a pricing study, a cash-flow model, an annual budget or a loan package.
Outgrow QuickBooks advisory? Every plan can move up to full-service analytics at any time.
No. QuickBooks already has good reports and dashboards. We focus on what it doesn't do: analyzing the numbers and telling you what to do about them.
A short insights memo on what changed, why and what to do, plus a KPI scorecard and a books clean-up list. Higher plans add a monthly review meeting, a 13-week cash forecast, profitability analysis, budgets and growth scenarios.
On QuickBooks Online Essentials, Plus or Advanced, you add us as a reports-only user, which is free and read-only. For deeper analysis you can authorize a secure read-only connection. On QuickBooks Desktop we work from a standard monthly report export.
No. Our access is read-only, and we never change your books.
No. There are no dashboards, licenses or subscriptions to buy. You keep using QuickBooks as you do today.
No. Your bookkeeper keeps the books and your accountant handles taxes. We analyze the numbers and advise on running and growing the business, and we work alongside both.
The QuickBooks Business Review is a $1,000 fixed fee. Monthly advisory plans are priced for small businesses and can be canceled anytime, and advisory projects are quoted as fixed fees.
Every plan can move up to full-service analytics: reporting, forecasting and automation across all your systems.
Start with the Business Review: a read-only look at your books, a written memo with the top five recommendations and a $1,000 fixed fee. If it doesn't pay for itself, we stop there.
Analysis and advice for small businesses on QuickBooks Online or Desktop. No dashboard to build and no new software. Each plan includes everything in the one before it.
| What's included | Insight Monthly insights |
Performance + Review & forecast Analytics consulting unlocked. |
Strategic + Growth planning Our highest level of service. |
|---|---|---|---|
| Knowing where you stand | |||
| Monthly insights memo: what changed, why, and what to do | ✓ | ✓ | ✓ |
| KPI scorecard: margins, cash runway, collections, growth | ✓ | ✓ | ✓ |
| Monthly books clean-up flags so the numbers stay accurate | ✓ | ✓ | ✓ |
| Questions answered within one business day | ✓ | ✓ | ✓ |
| Making better decisions | |||
| Monthly review meeting | — | ✓ | ✓ |
| 13-week cash forecast, updated monthly | — | ✓ | ✓ |
| Profitability by customer, product or job | — | ✓ | ✓ |
| Pricing and margin recommendations | — | ✓ | ✓ |
| Help with Microsoft Excel spreadsheets | — | ✓ | ✓ |
| Positioning for growth | |||
| Annual budget with monthly budget vs. actual | — | — | ✓ |
| Growth scenarios: hiring, pricing, capacity | — | — | ✓ |
| Quarterly lender or investor-ready package | — | — | ✓ |
| Leadership questions answered ad hoc, no new Scope of Work (SOW) | — | — | ✓ |
| First claim on our time and the fastest responses | — | — | ✓ |
Fixed monthly fee on every plan. No minimum term; move between plans or cancel with 30 days' notice.
