Custom Financial Planning

Custom Financial
Reporting & Planning

Need more than basic monthly reports? We can build a customized dashboard that helps you plan with confidence—without drowning you in spreadsheets.

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Best for:

Owners who want a clear view of cash flow and performance

Business planning for growth (new hires, marketing spend, etc.)

Anyone who wants to stop guessing and start tracking key numbers

What you will get for this service

Stay ahead with valuable insights

Customized dashboard (Google Sheets or Excel) build around your business

Track what matters most

Defined KPIs made specifically for your business

Stay up-to-date on your metrics

Monthly update option (we can refresh and review it monthly)

Easy enough to use

Short walkthrough call so you know exactly how to use it

All we need from you are

Your goals (ex. reduce overspending, plan hiring, stabilize cash flow)

A few simple inputs (pricing, monthly costs, expected income, upcoming expenses)

Your preferred tracking styles (simple dashboards and confirm assumptions)

Timeline

One-time build: typically 5-10 business days after we receive access and inputs

(Timeline depends on how quickly we receive inputs and confirm assumptions)

Hourly offer at $75 (one-time build)
and $99/month (maintenance)

Every dashboard is tailored to your business goals. We begin with a discovery call to understand what you want to track, then provide a clear scope and fixed project estimate before any work begins.