ONBOARDING
- Home
- Onboarding
Easy Onboarding to Financial Reporting Mastery
The onboarding process made simple. It only takes 3 steps. We don’t want you to get overwhelmed. We’ll walk you through for a hassle-free transition.
Get started with 3 guided steps
Departmental
Enhance Insights and Decisions Departmental Alignment
Ensure seamless financial tracking and reporting by aligning your business’s chart of accounts with specific departments. This enables better insights into departmental performance and aids in efficient decision-making.
Resource Allocation
Tailored Tracking for Optimized Resource Management and Efficient Finances
Streamline financial management by assigning relevant accounts to individual departments, allowing you to monitor their financial activities separately and optimize resource allocation.
Quickbooks Mapping
Map Quickbooks Chart of Accounts to your Department
With clear mappings of accounts to departments, you can gain a comprehensive understanding of your business’s financial health, enabling effective planning and driving overall growth and profitability.
Affordable Financial Reporting for Every Business
Enjoy financial clarity with real time insights, P+L management, and goal tracking. Start making data-driven decisions today.
Business
$97
/month
Manage 1 Business Account
Full access to all dashboards
Profit + Loss, Budgeting, Breakeven
3 month of 1-on-1 business
audit+review
24/7 support
Plus $850 One Time White Glove Set Up Fee
Multi-Business
$79
/Business/month
Unlimited
Full access to all dashboards
Profit + Loss, Budgeting, Breakeven
Portfolio management
6 months of 1-on-1 business
audit + review
24/7 support
Plus $850 One Time White Glove Set Up Fee
There’s more to discover...
Performance
Clarity
Unified Financial Dashboard: From your complete P&L: Revenue, Direct costs, Gross Profit, Overhead, Net Profit, Pace, Goals and trends. Know your numbers like a Chief Financial officer on Wall Street, made very simple for you.
Growth
Monthly Business Reviews: Strategize with professionals. Harness insights and actionable recommendations to steer your business towards its goals.
