Books & Dashboard

$0.00

Books & Dashboard

The Focus:

Money is a story and you need to customize it for your business.

Best for:

  • Growing solo operators and small teams (1-3 employees)

  • Local gyms and fitness studios

  • Service-based professionals (Example - Wedding Venues)

Includes:

  • Everything in Just the Books (QuickBooks setup, full monthly categorization, vendor/client management, and standard financial reports)

  • Equity Tracking added to your report package

  • Custom Monthly Dashboard created and emailed to you each month to track your business performance at a glance

Why you need it:

You work hard to keep your business running, make sure you have everything you need to sustain it, understand it, and stay in total control.

Books & Dashboard

The Focus:

Money is a story and you need to customize it for your business.

Best for:

  • Growing solo operators and small teams (1-3 employees)

  • Local gyms and fitness studios

  • Service-based professionals (Example - Wedding Venues)

Includes:

  • Everything in Just the Books (QuickBooks setup, full monthly categorization, vendor/client management, and standard financial reports)

  • Equity Tracking added to your report package

  • Custom Monthly Dashboard created and emailed to you each month to track your business performance at a glance

Why you need it:

You work hard to keep your business running, make sure you have everything you need to sustain it, understand it, and stay in total control.