Refreshes daily · Owner + bookkeeper
Cash & profit
Where the money is going, and whether you'll make payroll in six weeks — without opening QuickBooks.
- Cash runway forecast13 wk
- Profit by product or jobmargin
- Overdue receivablesaging
We connect the tools you already use — QuickBooks, Square, Shopify, your spreadsheets — and build a dashboard that answers the questions you keep asking your bookkeeper.
Every business is different, but the questions keeping owners up at night are remarkably similar. We start with one of these and tailor it to you.
A 45-minute call. You tell us the three numbers you wish you could see every morning. We look at your current tools.
We hook up your accounting, sales, and spreadsheet data. Read-only access, nothing changes in your systems.
We build the dashboard, then review it with you twice. If a number looks wrong, we chase it down together.
You get a secure login. Data refreshes on its own. We check in monthly and add views as the business changes.
Setup is included in the first three months. Cancel anytime and keep the last version of your dashboard.
We'll take a look at your current tools and send back a short note on what a dashboard could show you — before you pay anything. No pitch deck, no pressure.
hello@brooksanalytic.com
Huntsville, AL · working with clients nationwide