No logins, no apps, and no waiting until tax season, just a clean and consistent picture of your business delivered to your inbox every month.
The BVBI Monthly Reporting packages are built around a different idea: that financial visibility shouldn't be something you scramble for. It should show up on a schedule, in a format you can actually read, so you always know where things stand.
Most small business owners look at their numbers when something feels wrong, whether that's a slow month, a cash crunch, or a gut feeling that pricing might be off. By the time a report gets pulled together, the moment to act has usually passed.
Your business is producing data every single day. Here's how to actually use it.
That's it. No spreadsheets to open or dashboards to log into, just the information you need in a format that makes sense, delivered on the schedule you choose.
We connect directly to your QuickBooks Online account, pull your financial data, and build your reports on our end. You don't have to export anything, send any files, or learn a new system. When your report is ready, it shows up in your inbox as a clean, easy-to-read PDF.
Simple by design.
About 15 minutes for an intro call to make sure we connect everything correctly
A bookkeeper or someone keeping your transactions up to date
An active QuickBooks Online account with reasonably current books
What you'll need to get started
Whether you're just getting started with financial reporting or you're ready to go deeper on cash and budgeting, there's a package built for where your business is right now. All three are built on the same foundation of clean, QuickBooks-connected reports delivered to your inbox. The difference is how deep the reporting goes and what questions it helps you answer.
Not sure which package is right for you? The free trial is a good place to figure that out. Most clients start with Core and upgrade as their reporting needs grow.
Core Package
$399 per month
Built for business owners who want a consistent financial pulse without a lot of complexity, and a great place to begin if you've never had regular reporting in place before.
Monthly profit and loss summary
Trend comparisons month over month
Owner-friendly callouts that highlight what changed and what to watch
Cash Package
$599 per month
Forecast Package
$699 per month
Core Package
$399 per month
Everything in Core, plus cash visibility reporting. If you've ever had a profitable month on paper and still felt like cash was tight, this package is built for that exact problem.
Everything in Core
Cash flow reporting and cash position summary
Visibility into where the money is actually going
Cash Package
$599 per month
Forecast Package
$699 per month
Core Package
$399 per month
Everything in Cash, plus budget versus actuals reporting. For business owners who are ready to measure performance against a plan and make decisions with real benchmarks behind them.
Everything in Cash
Budget versus actuals reporting
Deeper trend analysis and variance callouts
Cash Package
$599 per month
Forecast Package
$699 per month
A BVBI report isn't a spreadsheet and it isn't a dashboard you have to learn to navigate. It's a clean, visual PDF that tells you what's happening in your business in plain English. Revenue trends, cash position, profit margins, and anything that looks different from last month, all in one place.
SUBMITTED!
You go from "I think we had a good month" to "I know we had a good month, and here's why."
Reporting stops feeling like a chore and starts feeling like a tool you actually use.
You make decisions with more confidence because you know what the numbers actually say.
You catch problems earlier because you're seeing the data before it becomes a crisis.
The biggest shift isn't the report itself. It's what happens when you start looking at your numbers on a regular basis instead of only when something feels wrong.
Yes. Your books need to be reasonably current for the reports to be accurate. If you don't have a bookkeeper yet, we can point you toward someone who can help get things in order before we get started.
Do I need a bookkeeper to use this service?
It happens. Most businesses get messy because they were too busy growing to keep everything perfectly organized. We'll take a look at where things stand during the intro call and let you know what needs to be cleaned up before we can build accurate reports. It's usually more manageable than it feels.
What if my books are a mess right now?
Once we have access to your QuickBooks account and everything is set up, most clients receive their first report within two to three weeks.
How long does it take to get my first report?
Yes. You can move between packages as your needs change. If you start with Core and decide you want cash visibility added, upgrading is straightforward.
Can I change packages later?
The free trial gives you 30 days of your chosen package at no cost. You'll receive your first report and have a chance to see whether the format and content work for your business. After the trial we'll check in together and decide if it's a good fit.
What does the free trial include?
No. Monthly reporting is month to month and you're free to cancel at any time. There's no long-term commitment required to get started.
Do I have to sign a long-term contract?
Or book a free call first if you'd like to talk through it before getting started.
The best way to know if monthly reporting is right for your business is to see it for yourself. We'll set everything up, deliver your first report, and check in together at the end of the trial to see how it went. No commitment required.