Monthly
A Financial Performance Report every month, for a close, regular view of your business.
Ask for a quotePricing
Monthly, quarterly or annual. No setup fee.
Choose how often you receive your Financial Performance Report. Send us a message and we will give you a quote for your business.
Plans
Quarterly
A Financial Performance Report every three months, covering the full quarter.
Ask for a quoteAnnual
A full-year review of your business's financial performance.
Ask for a quoteEvery plan
What every plan includes
- The full Financial Performance Report: profit and loss, sales, variance, job profit and cash flow.
- Plain-English observations on what changed and what to watch.
- Every figure checked by hand.
- A short call to walk through your report, if you would like one.
No setup fee
If you have no bookkeeping records or organized data, we take your raw data and work on it at no extra charge.
Pricing questions
How much does it cost?
Your quote depends on your business and how often you want a report. Send us a message and we will give you a quote.
Is there a setup fee?
No. There is no setup fee.
What if my records are not organized?
If you have no bookkeeping records or organized data, send the raw data you have. We work on it at no extra charge.
Can I cancel anytime?
Yes, anytime. Cancel before your next billing date and you won't be charged again. Your current month's report will still be delivered.
How long does a report take?
Monthly reports and quarterly reviews are usually delivered within 5–10 business days of receiving your complete records. A 12-month review usually takes 10–15 business days.
If your records need organizing first, we'll give you a timeline with your quote.
Get a quote for your business
A short message is the quickest way to a quote. We reply within one business day.