Business financial overviews Financial overviews that make your numbers make sense.
Most business owners have the data. It’s just scattered across bank feeds, spreadsheets and accounting software. I pull it together into clear, regular overviews so you can see what’s working, where the money goes, and what’s coming next.
What I help with
From scattered data to confident decisions.
Financial overviews
A regular, readable summary of revenue, profit, expenses and trends, with the context to understand what changed and why.
Cash-flow visibility
Know what’s coming in, what’s going out, and how much runway you have, before it becomes a surprise.
KPI dashboards
Live dashboards for the handful of numbers that matter most to your business, updated automatically.
Accounting setup & cleanup
QuickBooks or Xero set up properly, with sensible categories, bank rules and tidy books your accountant will thank you for.
Automated finance workflows
Invoices, receipt capture, expense tracking and payment reminders that run without manual data entry.
Budgets & forecasts
Simple models for planning ahead and testing “what if” scenarios before you hire, buy or expand.
A typical monthly overview
One page. The whole story.
Every business is different, but a good overview answers the same core questions at a glance.
- Revenue and profit vs. last month and last year
- Top customers, products and services
- Expenses by category, with unusual changes flagged
- Cash on hand and outstanding invoices
- Three things to watch next month
Working alongside your accountant
Clarity day to day. Your CPA for the rest.
I focus on making your numbers organized, current and understandable all year round. Tax filing and formal accounting or legal advice stay with your accountant or CPA, who will appreciate receiving tidy, well-organized books.
- QuickBooks Online
- Xero
- Wave
- Excel
- Google Sheets
- Looker Studio
- Shopify & Square reports
- Stripe & PayPal
- Bank exports
Financials FAQ
Common questions.
Do you replace my accountant or bookkeeper?
No. I make your numbers clear and organized day to day, and I work alongside your accountant or CPA, who handles tax filing and formal advice.
What software do you work with?
QuickBooks Online, Xero, Wave, Excel and Google Sheets, plus reports from Shopify, Square, Stripe, PayPal and your bank. If your data lives somewhere else, I can usually get it out.
How often will I get an overview?
Whatever is most useful to you. Monthly is most common, often with a live dashboard for the numbers you want to check anytime.
Is my financial information kept confidential?
Always. I use secure, limited-access connections to your accounts, and your information is never shared with anyone without your permission.
Let’s work together
Tell me what’s slowing you down. Let’s fix it.
An automation idea, a new website, a cranky laptop, or something you’re not sure is even possible. Start with a message and we’ll find the simplest way forward.