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.
Two calls and a look at your books. You tell us the numbers you wish you could see every morning; we map where they live in 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.
Every engagement has two parts: a one-time build fee that gets your first dashboard live, and a monthly subscription that keeps it updated, maintained, and growing with your business. No per-seat surprises.
Covers everything it takes to get your first dashboard running: discovery calls, connecting your data sources, building and QA‑ing the views, and handoff. Paid once, up front.
Keeps the dashboard accurate and useful after launch. Data refreshes automatically, we fix anything that breaks when a source changes, and we keep building on it as your questions change.
Build fees typically scale with the number of data sources and dashboards. Cancel the subscription 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.
ryan@brooksanalytic.com
Huntsville, AL · working with clients nationwide