Profitable, but it feels like you are winging it.
The business makes money, yet you cannot say where it went or what next month holds. We turn the books you already keep into one clear read every month.
Free 30 minutes with ClarIQ Advisory. Family run. Human-reviewed work.
Your answers pointed more than one way, and this page was the closest. Not quite you? Try buying a first business, buried in follow-up and admin or thinking about selling, or take the questions again.
Sound familiar?
- 01
The snapshot is always late
The books describe last month, weeks after it ended. Hiring, pricing and buying decisions happen without them.
- 02
Profit on paper, tight on payroll
Customers pay late and bills land together, so a good month can still end with a tight week.
- 03
Nobody owns the bills
Approvals live in email, and money you owe slips between people until a supplier asks twice.
What you sign up for.
- 01
A free 30-minute call
We look at how your books are kept and what you cannot answer today. You leave knowing whether monthly reporting fits.
- 02
A written scope and fee
If it fits, you get the scope, the fee and a start date in writing before any paid work.
- 03
One clear read every month
A reviewed close, a 13-week cash view and a short memo on what changed and what to do next.
Start free, today.
Before we begin
Do you replace my bookkeeper?
No. We build on the books your bookkeeper keeps. If they need cleanup first, we say so on the call.
Is this another dashboard?
There is a live dashboard, but the work is the monthly read: the few numbers that moved and the decision each one points to.
What does it cost?
It depends on your systems and how many entities you run. You get the fee in writing after the free call, before any paid work.
Bring the question the books cannot answer.
Tell us what you wish you knew about last month. We will tell you on the call whether monthly reporting is the right fix.
Get a free callFree 30-minute call. We agree the scope and fee before any paid work. How your information is handled.
What the monthly reporting service includes
- For
- Owners of growing businesses with usable books who need a dependable view of profit, cash and the next decision.
- Bring
- Read-only accounting access or agreed exports, reconciled balances, and a person who owns the decisions.
- Receive
- A live dashboard, monthly reporting close, cash flow forecast and board-ready memo. Working-session cadence depends on the engagement level.
- Timing
- Typically live in two to three weeks after usable data and access arrive. We agree the monthly reporting deadline and responsibilities in writing.
- Boundary
- Your bookkeeper reconciles accounts and posts entries. ClarIQ reviews the reporting evidence and flags exceptions. Cleanup, tax filings, audit assurance and moving money are excluded.
- Next step
- A free 30-minute call, then a written scope and fee. The initial term (90 days, or six months for founding clients), review cadence and included revisions are agreed before paid work.