Financial dashboards
Your key numbers, together.
Revenue, expenses, profit, margin, and cash balances in a consistent view. Agreed definitions and comparisons make it easier to see whether the business is moving in the right direction.
Turn the numbers you have
into a view you can use.
Managed reporting for owners who need a clear financial picture and a dependable reporting routine. Start with the essentials, then add depth where it helps you make decisions.
Monthly owner briefings
Understand the change behind the chart.
Essentials includes three concise observations each month. Owner Report adds a deeper written brief, review of up to two material changes in the agreed data, a scheduled 30-minute discussion, and an action list revisited the following month. We distinguish confirmed findings from causes that still need investigation.
Cash and receivables visibility
Know what to follow up.
Where your accounting records support it, see overdue invoices and collection priorities alongside cash balances. Cash visibility helps you ask better questions about upcoming commitments; it is not a cash-flow forecast.
Operational reporting
See the work behind the revenue.
For custom projects, combine financial reporting with measures such as jobs completed, average job value, or quote conversion. We assess your field-service software, access, and data quality before promising an integration.
The work behind the reportSetup done carefully.
Setup done carefully.
Reporting kept consistent.
A useful report starts with clear definitions and a reliable source. The setup creates a repeatable foundation, so every month does not become a new project.
See what setup includesConnect and validate
Agree the reporting scope, arrange approved access, map the selected measures, and check the first report against your source records.
Refresh and review
Use supported refreshes, check connection health, and review reports on the agreed schedule. You will be told when a data issue affects the report.
Explain and support
Review the observations in Essentials, or discuss priorities in your scheduled Owner Report meeting. We correct our reporting errors without an extra fee. New sources, deeper investigations, and substantial changes receive a separate scope and quote.
Who we work best withSmall team. Real business.
Small team. Real business.
Numbers worth understanding.
A good starting fit is an owner-led plumbing, trades, or service business that already uses QuickBooks Online and keeps its books up to date.
You’re ready when…
- Your books are maintained by you or a bookkeeper.
- You want a regular view of financial performance.
- You can identify someone to answer data questions.
- You prefer a defined report and predictable monthly scope.
Need something different?
Other accounting systems, multiple companies, field-service data, and more frequent reporting need a fit review and custom quote.
If your books need cleanup, your bookkeeper or accountant should resolve that first. Reliable records make the reporting useful.
Talk through your situationA clear role alongside your bookkeeper.
TallyCern organizes and explains business performance. Bookkeeping, payroll, tax preparation, accounting corrections, and fractional CFO services are outside the standard reporting plans. Your accountant remains your partner for accounting and tax advice.
Your numbers should help you run the business
What would you like to see more clearly?
Tell us about your business, your current tools, and the questions on your mind. Get a clear recommendation before you commit.
Request a free fit callA conversation about fit, scope, and next steps. No account access needed.