Introducing...
Know Your Numbers. Grow Your Business.
Reporting
Know Your Numbers
Our Weekly Flash Dashboards deliver a fast, clear snapshot of your MEP business’s performance, straight to your inbox every Friday for just $250 a month (and a $250 set up fee).
This concise, 2-page report pulls together all your key month-to-date metrics— cash on hand, sales, expenses, accounts receivable and payables, and even detailed insights like average revenue per truck and per tech. Designed for busy small and medium-sized MEP business owners, it’s your go-to tool for spotting trends, managing cash flow, and making smart decisions on the fly, all without getting bogged down in the numbers.
Build to sell or keep
Grow Your Business
We’re certified in Value Builder software to offer you a new DIY 12-module option, or sign up for fractional CFO services and the online training is included free.
Either way, you are sure to gain greater insight into the drivers that not only make your company successful, but also worth more when it comes time to sell or pass the torch to the next generation of MEP leaders.
Be sure to grab the FREE e-Book that explains more by clicking on the link.
KNOW YOUR NUMBERS - GET REPORTS THAT MATTER
Weekly Financials $250/month*
Usable weekly financial reporting dashboards snapshots, plus free online financial management basics training. Reports delivered to your inbox every Friday morning. Guaranteed.
Monthly Financials $150/month**
Stop chasing down your CPA or accountant to see how well you did last month. We provide you with five critical financial reports each month, plus free online financial management training.
Live Financial Dashboards From $500/Month***
Need to see your numbers in real time? We've got you covered, with our online financial dashboards. Updated daily or every 4 hours, with comparisons to your budget, and the ability project on screens.
DIY online modules or CFO-supported services
Looking for a complete financial management support package? We can also provide Fractional CFO support, exit planning/preparation, or specialized reporting. Let us know how we can help.
Let’s Grab a Virtual Coffee
Schedule a time for a virtual coffee. We’ll chat about where you’re at, goals for your MEP business, and how we might be able to help you get there. No pressure. No obligations. Just a friendly call.