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Revenue + Cash Flow Reporting Tool

$650.00

You’ve got Quickbooks, Wave, or Honeybooks to send out invoices and track your expenses, but do you actually ever look at it? Are you able to figure out how your business is doing financially? Are you profitable? Sometimes it feels impossible to figure out with your current accounting software.

Your purchase is accompanied by a 45-minute tool walkthrough & mini-strategy session with Meredith ($500 value). Should you end up deciding to have our team custom-build it for you, $650 is deducted from that $2500 total cost.

What is inside:

  • A comprehensive (but easy to use) DIY cash flow and forecasting tool

  • A video walkthrough

  • A cover page with views for revenue, expenses, and profit on a quarterly and annual basis.

  • A visual P&L crafted specifically for service providers & agencies to visualize both revenue and expenses.

  • A client pipeline to forecast potential business and keep everything in one place.

  • Helpful guiding notes as you work to customize it for yourself.

The results:

  • You will set actionable goals, track revenue, expenses + profitability, and forecast for future quarters.

  • You will visualize your business behind the scenes.

  • You will be ready for tax season and get everything to your CPA on time — they’ll drool looking at your organizational skills!

  • You will become profitable and start paying yourself a fair salary.

  • You will feel confident pitching clients and organized through the sales process.

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