Why pay for reporting if QuickBooks already has reports?
You receive a checked report, consistent comparisons, and observations specific to your business. Owner Report also includes a deeper brief, a scheduled 30-minute review, and an action list revisited each month. If your existing reports and bookkeeper already meet your needs, we will say so.
What does the setup fee cover?
Both standard plans include a fit and data-readiness review, written metric definitions, a supported source connection, the agreed reporting structure, validation against source records, a walkthrough, and one consolidated revision round within the agreed scope. Bookkeeping cleanup and reclassification are excluded.
Why is Owner Report setup $1,500?
Owner Report requires a broader design: 8–10 measure definitions, validation of up to 12 months of available historical context, and a tailored management brief and action list. Essentials sets up five standard financial measures and a concise snapshot. The written scope identifies the deliverables before you commit.
When do I pay?
For standard plans, 50% of setup is due at kickoff and 50% when the agreed first report is delivered: $500 + $500 for Essentials, or $750 + $750 for Owner Report. Monthly billing begins when reporting launches. These are setup payment milestones, not a discount or a free first month. Operations Reporting milestones are quoted separately.
What software costs are included?
Standard report creation and delivery software is included in Essentials and Owner Report. You continue paying for QuickBooks Online and your existing business systems. Extra sources, third-party add-ons, and additional viewers are agreed and quoted before being added.
When will I receive my report?
During setup, we agree a recurring delivery window after your monthly books and agreed records are ready. We flag missing, stale, or questionable source data and explain any effect on timing or completeness. Year-to-date and prior-year comparisons depend on reliable source records; unavailable comparisons are clearly marked.
What happens in the Owner Report review?
We schedule one 30-minute discussion each month to review the brief, discuss up to two material changes within the agreed data, and agree a short action list. The next review revisits those actions. Work requiring new data, detailed reconciliations, or a separate investigation is quoted before it begins.
Is everything automated?
Supported connections handle repeatable refreshes. TallyCern checks the connection and reviews the monthly output; your team or bookkeeper still maintains the records. We tell you when a source issue affects the report and identify what needs attention.
Can you show profit by job or technician?
Potentially, through a custom Operations Reporting scope. Reliable job identifiers and the relevant revenue, labor, and material costs are required. We assess access, data quality, initial build work, and ongoing maintenance before committing to a setup and monthly quote.
What if I need changes or find an error?
Corrections to TallyCern reporting errors are included and do not use your clarification allowance. Setup includes one consolidated revision round within the agreed scope. New measures, new dashboards, source-book corrections, extra meetings, and deeper investigations are separately scoped before work starts. Term and cancellation details are confirmed in your written proposal.
