Monthly Reporting Package

Know your numbers — without waiting on anyone.

Stop waiting weeks (or months) for your CPA, bookkeeper, or in-house staff to send financials. Our Monthly Financial Reports give you professional reports delivered to your inbox by the 10th of each month, every month — on time and ready to use.

This package is built for owners who want financial visibility, not coaching or meetings. You get consistent, easy-to-read reports that show where your business stands, so you can track performance, spot issues early, and share financials with lenders or partners when needed.

Reports are delivered in Excel formats, so you can review, save, or run your own calculations as needed.

What’s Included
Each month, you’ll receive the prior month’s reports:

• Income Statement (P&L)
• Balance Sheet
• Statement of Cash Flows
• Accounts Receivable Detail
• Accounts Payable Detail

Delivery: All reports are delivered to your inbox by the 10th of each month.

Pricing
One-time setup fee: $249
Monthly fee: $149, billed in advance

Important Notes

• This service provides financial visibility only and does not include CFO review, interpretation, or coaching. Quality of financials is based solely on what is in your QBO files and is not audited or reviewed in any way.
• If you want help understanding what the numbers mean or deciding what to do next, our CFO Assessment, Coaching, and Bootcamp programs are designed for that.
• An active QuickBooks Online subscription is required so our integration can securely pull your accounting data.