Profit and loss
- Income against costs for the period.
- Whether the business made or lost money, and where.
Services
One Financial Performance Report, five clear views of your business
Qista turns your records and books into a single, plain-English report on how your business is performing. Every figure is checked by hand.
The Financial Performance Report
What your report contains
Each report covers the period you choose, and closes with plain-English observations on what changed and what to watch.
Sales
- Revenue by month, by product or service, and by customer.
- Your best and worst sellers.
- Your slow periods.
Variance
- Planned against actual figures each month, by category.
- Overspending flagged.
- No budget or plan? That's fine. We compare each month against your past results instead.
Job profit
- For each job: what you charged against what it actually cost in materials and labor.
- Which job types make money, and which lose it.
Cash flow
- Money in against money out each month, with a trend chart.
- Every transaction sorted into categories, with the largest costs and anything that jumped flagged.
See an example
An illustrative report for a fictional HVAC contractor, with made-up figures.
What we work from
Your records and books
We work from whatever you use to keep track of the business: ledgers, spreadsheets, invoices, receipts, sales exports or job records.
No accounting software is required.
No books? No problem.
If you have no bookkeeping records or organized data, we take your raw data and work on it at no extra charge.
How often
Monthly, quarterly or annual. No setup fee.
Monthly
A report every month, for a close, regular view of your business.
Quarterly
A report every three months, covering the full quarter.
Annual
A full-year review of your business's financial performance.
How it works
Three steps from your records to a clear report
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Send us a message
Tell us about your business and the records you keep, and we'll reply with your level and price.
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We build and check
We organize your figures, build your report, and check every figure by hand before it reaches you.
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You receive your report
You get a clear, plain-English report, plus a short call to walk through it if you would like one.
What Qista is not
Qista provides management reporting. It is not an accounting or CPA firm.
- No tax filing or tax advice.
- No payroll.
- No audits.
- No official financial statements for banks or investors.
Reports are prepared from the records you supply and are for management insight: to help you understand and run your business.
See how your business is really performing
Send us a message. Tell us about your business and your records, and we will give you a quote.