Here's what your firm gets from a client's own files, or just their address, in about a minute each. Every report carries your firm's name, and you review it before the client sees it.
Financial health, customers, exit value, receivables, customer service and a competitor map. Most tools give a small firm one of these, if any.
Upload what QuickBooks, Xero or Excel already exports. You review, add your view, and send it as your own work.
Flat, up to 100 client reports a month. Ten clients on a $200 quarterly check-in bring in $8,000 a year. Cancel anytime.
Try any of the reports on your own numbers, free. Then take it to your CPA and ask them to walk you through it.
Try it free right now with no sign-up, or book 15 minutes and we'll run them on a real client file together.