What do I need to provide?
Usually just a few standard reports from your accounting software, such as a profit & loss, balance sheet and recent transactions. We'll send a simple checklist after our call.
Do I need to buy or learn new software?
No. Your dashboards open in any web browser on your computer, tablet or phone. There's nothing to install and nothing new to learn.
Is this the same as bookkeeping or tax prep?
No. We build on top of the books you already keep. Your bookkeeper or accountant keeps the records, and we turn those records into clear, visual tools you can use to run the business.
How do I update my numbers?
There are two easy ways. Export a report (like Profit & Loss by Month) from QuickBooks, Xero or Excel and upload it right in your dashboard; accounts are matched automatically. Or choose a monthly plan and we'll refresh everything for you. Ask us about connecting directly to your accounting system.
Why is there a setup fee and a monthly subscription?
The setup fee covers the custom work: designing and building your dashboards and planners around your business and connecting your data. The monthly subscription covers your secure portal, regular data refreshes, review calls and ongoing changes, so your tools stay accurate and keep improving instead of going stale.
Can I buy my dashboards outright instead of subscribing?
Yes. You can own your custom dashboards and planners with a single one-time payment, quoted for your build after a free call. You keep the finished tools and refresh them yourself with uploads from your accounting software. The secure team portal, data refreshes and review calls come with the monthly plans, and you can switch from a plan to owning outright at any time.
What is the client portal?
A private website where you and your team sign in with your email (we send a one-time code, so there are no passwords to manage). You'll find all your dashboards and planners there, can update and save them, and everyone sees the same latest version. You choose who has access.
Can you track projects and my team's work, not just financials?
Yes. Our Project Tracker follows every job's budget, progress, schedule and milestones, and our Team Task Planner tracks who's doing what and when. We also build other custom planners, like hiring plans and job checklists, all inside the same portal.
Can it be customized to my business?
Completely. Every build is designed around your accounts, your industry and the questions you care about, and can grow with you over time.
How is my financial data handled?
Your portal is private to your business: every page requires a secure sign-in, each person only sees the dashboards you approve, and saves are kept with a version history. Your data is used only to build and update your tools, and is never sold or shared.