Everything you need, handled
Everything in Bookkeeping
Transactions, reconciliations, bills, invoices and receipt capture.
Full financial statements
Income statement, balance sheet and cash flow statement, prepared every month.
Monthly summary deck
A short, presentation-ready deck: results, trends, what changed and why.
KPI dashboard
The handful of numbers that matter for your business, tracked month over month.
Variance commentary
Clear explanations of the big movements in revenue, margins and costs.
Quarterly review call
A 45-minute call to walk through results and answer your questions.
Your monthly cycle
Close the books
Transactions categorized and every account reconciled.
Statements
Full financial statements prepared and reviewed by a senior accountant.
Summary deck
Your monthly deck with KPIs, trends and commentary lands in your inbox.
Review call
We walk through the quarter together and flag what to watch.
- You have clean books but don't know what the numbers mean
- You report to partners, a board, investors or a bank
- You want to spot problems before they hit cash
- You're not ready for a full Finance Partner yet
Frequently asked
What's in the summary deck?
A short deck covering revenue, gross margin, expenses, profit and cash, with charts, month-over-month and year-over-year comparisons, and plain-language commentary on what changed.
Can I share the deck with partners or my bank?
Yes. It's designed to be presentation-ready for partners, boards, investors and lenders.
How is this different from Finance Partner?
Insights explains what happened. Finance Partner also plans what happens next, with budgets, forecasts, cash planning and a monthly working session.
Can I upgrade later?
Yes. Move to Finance Partner any time, with no setup fee.
Ready to get your finances in order?
Book a free 20-minute call. We'll review your setup and send a fixed monthly quote.