Service - In-house
Reporting built like an
analytics team builds it.
Custom dashboards and queries, not templated reports, plus integration of your external tools into QuickBooks Online so everything pulls from one clean source of truth.
What is included
Reporting, KPI dashboards and ERP integration
001
KPI dashboards
Recurring dashboards tracking margin, cash runway, and the handful of numbers that drive your decisions.
002
Custom-built queries
Hand-built SQL against your actual data, which means answers to questions templated tools cannot ask.
003
Software and ERP integration
Connecting your POS, billing, payroll, and operational tools into QuickBooks Online.
004
One source of truth
Reporting that reconciles to the books, so the dashboard and the financial statements never disagree.
Fit
Who this is for
Businesses running on multiple disconnected systems, or owners tired of making decisions from reports they do not quite trust.
Ready to see where your books stand?
Every engagement starts with a review. We follow up within one business day.