Every ongoing engagement includes the client portal. The analysis comes with the service, and a person walks you through what changed and what to do about it.
Between one month end and the next there is nowhere to look, so every question waits for a meeting.
A PDF is a photograph of a moment that has already passed, and it cannot answer the next question.
The statements are correct and still do not tell you what changed, why it changed, or what to do about it.
Renewals, decisions and deadlines sit in somebody else’s inbox until the week they become urgent.
Revenue, expenses, net income and margin across the top, then twelve months of revenue and net income against the year before, where the month’s money went by category, and whether the month is closed.
The overview, shown with sample data.
The numbers are there when the question comes up, not when the next reporting cycle reaches you.
Each screen says what the figures mean in a sentence, written from the reviewed books rather than generated.
What the cash covers, what the month actually cost, and what the margin did, all in one place.
What is coming up is visible before it is urgent, with the date and who it is waiting on.
Each of these is shown on the page for the service it belongs to.
No. It comes with an ongoing engagement at no separate fee, and it is set up during onboarding.
No. Your accounting system stays where it is. The portal reads from it and presents what the close produced, so there is one set of numbers rather than two.
Whoever you decide. Access is set per person, so a board member or a lender can be given a view without being given your accounting system.
A cleanup can stand on its own without the portal. If the work carries on into monthly service, the portal comes with it and the baseline the cleanup agreed becomes the first month you can compare against.
No. Every screen on this site is captured from a sample company with invented figures. No client data appears anywhere on this website.
Tell us what you need and we will show you what the portal would carry for your business, and what the engagement would cost.
