Books, Dashboard & Budget

$0.00

Books, Dashboard & Budget

The Focus:

If you have a team, or partners who need to see where the business is heading, this will give you the tools you need.

Best for:

  • Solo operators and family-owned businesses

  • Local gyms and service-based businesses

  • Businesses with small teams that need clear financial communication

  • Business owners preparing to expand, hire, or invest in the future

Includes:

  • Everything in Books & Dashboard (QuickBooks set up, full monthly bookkeeping, vendor/client management, standard reports, and your custom monthly dashboard)

  • Monthly Budgeting & Projections updated to track against your financial goals

  • Monthly Executive Slide Deck created to present clear financial updates to your team

Why you need it:

You work hard to keep your business running, make sure you have the numbers and tools you need to grow it and lead your team.

Books, Dashboard & Budget

The Focus:

If you have a team, or partners who need to see where the business is heading, this will give you the tools you need.

Best for:

  • Solo operators and family-owned businesses

  • Local gyms and service-based businesses

  • Businesses with small teams that need clear financial communication

  • Business owners preparing to expand, hire, or invest in the future

Includes:

  • Everything in Books & Dashboard (QuickBooks set up, full monthly bookkeeping, vendor/client management, standard reports, and your custom monthly dashboard)

  • Monthly Budgeting & Projections updated to track against your financial goals

  • Monthly Executive Slide Deck created to present clear financial updates to your team

Why you need it:

You work hard to keep your business running, make sure you have the numbers and tools you need to grow it and lead your team.