Monthly Financial Reports

This product includes 5 end-of-month reports delivered to your inbox in Excel format, each month, by the 10th of each month. They are easy to print, and in Excel format, give you the opportunity to run various calculations to see where your company stands each month.

There is a $249 set up fee, and then a recurring fee of $149 paid in advance each month.

Reports include previous month’s:

• Income statement (P&L)
• Balance sheet
• Statement of cash flows
• Accounts payable detail
• Accounts receivable detail

IMPORTANT: You must have an active subscription to Quickbooks Online, in order for our integration to work and pull real-time accounting data.