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Your numbers.
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Growth includes monthly financial statements and written highlights. Premium adds a monthly KPI dashboard so you can follow revenue, expenses, profit, margins, and cash trends.
GROWTH & PREMIUM
Financial statements and written highlights
Illustrative examples using fictional data. These are not actual client results. Financial statement delivery is included in Growth and Premium; Essential includes year-end financial statements. The monthly KPI dashboard is included in Premium.
Simplified fictional examples. Report format, accounts, and accounting basis vary by business.
| Item | Amount |
|---|---|
| Revenue | $36,000 |
| Payroll expenses | $12,000 |
| Rent | $6,000 |
| Marketing | $3,000 |
| Software and subscriptions | $2,000 |
| Other operating expenses | $4,000 |
| Total expenses | $27,000 |
| Net profit | $9,000 |
| Item | Amount |
|---|---|
| Assets | |
| Cash | $24,500 |
| Accounts receivable | $5,500 |
| Total assets | $30,000 |
| Liabilities | |
| Accounts payable | $3,500 |
| Loan payable | $4,500 |
| Total liabilities | $8,000 |
| Equity | |
| Beginning equity | $13,000 |
| Current-period net profit | $9,000 |
| Total equity | $22,000 |
| Total liabilities and equity | $30,000 |
SAMPLE WRITTEN FINANCIAL HIGHLIGHTS
September revenue increased 5.9% from August, from $34,000 to $36,000. Expenses totaled $27,000, leaving $9,000 in net profit and a 25.0% profit margin, compared with 24.0% in August. Month-end cash was $24,500; cash is a balance and is not the same as net profit.
PREMIUM
KPI dashboard
PREMIUM / SAMPLE KPI DASHBOARD
September at a glance
Revenue & net profit
SAMPLE WRITTEN FINANCIAL HIGHLIGHTS
September revenue increased 5.9% from August, from $34,000 to $36,000. Expenses totaled $27,000, leaving $9,000 in net profit and a 25.0% profit margin, compared with 24.0% in August. Month-end cash was $24,500; cash is a balance and is not the same as net profit.
Illustrative example using fictional data. Actual reporting varies by package and business.
View the example’s exact monthly figures
| Month | Revenue | Expenses | Net profit |
|---|---|---|---|
| Apr | $28,000 | $22,400 | $5,600 |
| May | $30,000 | $23,700 | $6,300 |
| Jun | $32,000 | $24,960 | $7,040 |
| Jul | $31,000 | $24,180 | $6,820 |
| Aug | $34,000 | $25,840 | $8,160 |
| Sep | $36,000 | $27,000 | $9,000 |