Bookkeeping dashboards
A monthly view of your numbers you can read in minutes
Overview
Dashboards only help when the books under them are right. We do the bookkeeping first, then build the view in the software you already use.
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1099 contractor dashboard for small business
A 1099 dashboard shows what you paid each contractor, whether a W-9 is on file and who needs a 1099-NEC, so January is a review and not a scramble.
Read more →DASHBOARDQuickBooks Online dashboards and reports we set up
What a useful QuickBooks Online dashboard shows, which reports to pin, and how we set up a monthly view you can read in minutes. Plans and features change.
Read more →DASHBOARDXero dashboard and reporting setup for small business
How we set up a Xero dashboard and reports: bank accounts, invoices, bills, cash flow and a contractor view. Features depend on your plan and region.
Read more →DASHBOARDReporting add-ons for QuickBooks and Xero: when they help
When a reporting or cash flow add-on is worth it on top of QuickBooks or Xero, how they connect, and what to confirm before you pay. Plans and prices change.
Read more →DASHBOARDPayroll and contractor pay dashboards for small employers
How to see payroll cost, tax liabilities and contractor spending in one monthly view, and how payroll software and your books should agree each month.
Read more →Want a recurring report? See monthly financial reporting. Books behind? Start with catch-up and cleanup. Looking for help with a specific program? See bookkeeping by software. Not sure where your books stand? Take the free bookkeeping health check.
Do it yourself
Monthly KPI Dashboard Workbook
Type in each month's revenue, costs, receivables and cash, then pick a month and see the KPIs and charts that matter, with change from last month and the same month last year.
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