Beyond the Monthly Close
Clean books answer the question "what happened?" Analytics answers the question "what should we do next?" Our data analytics services layer on top of your QuickBooks data — bringing your financial and business data together in a single repository and turning it into reporting dashboards you can actually use.
Whether you're weighing a new hire, a price change, a second location, or an equipment purchase, the right metrics make the decision obvious instead of guesswork.
What We Build
KPI Dashboards
Reporting dashboards that monitor your key business metrics — updated with every monthly close, not once a year at tax time.
Margin & Profitability
Gross margin by line of business, profitability by service line, job, or location, and fully-loaded labor cost — see where you actually make money.
Cash & Receivables
AR aging by customer, cash runway under multiple scenarios, and month-over-month performance benchmarks that keep surprises off the table.
Operational Metrics
Revenue per employee, billable utilization, food and labor cost percentages, per-unit revenue and cost — the operational numbers your industry runs on.
Built on Bookkeeping You Can Trust
Analytics is only as good as the books underneath it. Because we handle your monthly bookkeeping — every account reconciled, every transaction coded — the numbers in your dashboards are numbers you can stand behind in a board meeting, a bank renewal, or a due-diligence call.
Walk into your next big decision with confidence that the numbers are right and the story they tell is the one you want to tell.