What the business earned
See the example business’s revenue and the sources that produced it, without having to piece the answer together yourself.
Example service revenue
Made
$18,700
stripe
60%venmo
23%Zelle
17%
For recurring home-service businesses
See What Your Bookkeeper Should Be Sending You by the 5th of Every Month
A clear explanation of what came in, where the money went, what the business kept, and what needs attention. Watch the short video and see the type of financial recap you should receive each month.
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See the kind of monthly recap a recurring home-service business should receive
The goal is simple: you should be able to see what the business earned, where the money went, how cash changed, what the owner took out, and what deserves attention without digging through accounting software.
A clear picture of the business, all in one place.
$11,240
$4,310
$3,150
Where the money went
See the costs that shaped the period, organized so the biggest expenses and changes are easy to spot.
Expenses
Crew wages$7,480
Contractor labor$3,800
Cleaning supplies$940
Advertising$760
Insurance$690
Fuel and vehicle expenses$510
Software$340
How cash changed
See how money in, money out, and other activity changed the balance in the bank.
Cash
Starting cash$19,800
Money in+$18,700
Money out−$14,520
Ending cash$20,630
Owner draws and transfers
See owner activity separately, so it does not get confused with the performance of the business.
Owner activity
Owner draws
$3,000
Owner contributions$0
What deserves attention
Get the few things worth knowing now, explained in plain English rather than buried in a report.
This period
Worth a closer look
Crew wages grew faster than revenue. It may be fine, but it is worth a closer look.
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