Custom Financial Reporting
A P&L tells you how the business did overall. It won't always tell you which job, location or product made the money. We build reports around the questions you're actually asking, using the data in QuickBooks Online, so the answer doesn't depend on a spreadsheet someone rebuilds by hand. Available as an add-on to any monthly bookkeeping plan.
What We Handle
- Budget vs. actual reports by month, quarter or year
- Profitability by job, project, location or class
- Combined reporting across multiple entities
- Excel trackers built from your books, including cost trackers by trade
- Reports laid out to a lender's, investor's or partner's template
- QuickBooks Online classes and accounts set up so the data you need gets captured
- Updating your reports as part of the month-end close
Common Challenges We Fix
- Reports that give you the total but not which part of the business produced it
- A spreadsheet only one person understands, and it takes days to update
- A partner or lender asking for numbers your standard reports don't show
Common Questions
What can a custom report show?
Anything your books can support, broken out by job, location, property or entity and compared to a budget or an earlier period. If something isn't being tracked yet, we can change how it's recorded going forward.
Will the numbers match QuickBooks?
Yes. Reports are built from your books, so a figure that doesn't tie back gets fixed before you see it.
Is this included in my plan?
It's an add-on to our monthly plans. Pricing depends on what the report needs to do and how often it runs, and we'll quote it after a look at your books.
You get the numbers you need in a format you can use, and they agree with your books.
Have a report in mind? Let's talk.
Book a Free Consultation