Every Balanced client on a flat monthly package gets a private portal. It turns your P&L and balance sheet into a few clear charts, a short note from your account manager, and your full report package, so anyone on your team can see how the business is doing.
A sample company with made-up numbers. Your portal shows your own books.
A P&L tells you what happened. It doesn't always tell you what it means. Financial statements are accurate, but they aren't friendly: rows of accounts, columns of months, and a bottom line that doesn't say whether it's good news. Most owners we work with can read them. Plenty of the people they work with can't, and even the ones who can rarely have time to dig.
The portal puts every number next to the one that gives it meaning. Revenue next to last month and last year. Net income alongside the months that led up to it. Cash with the trend behind it, and what customers still owe you. If something moved, you'll see it, and your account manager will tell you why.
It's the same books and the same statements you'd get anyway. The difference is that your operations lead, your partner or your board can open it and understand the month in a couple of minutes, without a walkthrough.
Everything a non-finance person needs to understand the month, and the full detail for anyone who wants to go deeper.
Revenue, net income, cash and what customers owe you, each compared with last month and last year. If you're spending more than you're bringing in, it also shows how many months your cash covers.
Every month, the person who knows your books writes a few lines on how it went: the headline, what drove it, and one thing to keep an eye on. Written for an owner, not an auditor.
Twelve months of revenue, cash and net income, plus where the money went and how revenue stacks up against expenses. One good or bad month never gets read out of context, and more views open up as your package grows.
Click into revenue, spending, cash or net income. The net income page ties out line by line to your P&L, so the chart and the statement always agree.
Income statement by month and year to date against last year, balance sheet against last month and last year, and the statement of cash flows. One branded PDF, ready to download or send to your banker.
A month shows up once we've closed and reviewed it, so the numbers you see don't shift after you've looked at them.
Reconciled, reviewed and closed by the 10th.
The month's numbers come straight from your closed books. Nobody retypes anything.
They review the month and write your note before anything goes up.
See the month, download the report, and send us your questions from the same place.
The portal comes with every flat monthly package, from the Virtual Accounting Department up. There's no extra fee and nothing to install. You get a login, and so can anyone else on your team who should see the numbers.
Already a client? We're moving everyone onto the portal over the next couple of months. Your account manager will reach out with your login.
No, and that's the whole idea. Every number comes with a comparison and a clear label, and your account manager's note sums up the month in a few sentences. If you want the full statements, they're one click away.
Straight from your books, after we've closed the month, whichever accounting system you use. The portal and your report package always match.
Only the people you choose. Each login sees your company and nothing else, and we set up access for anyone on your team who should have it.
It includes it. Your report package is in the portal each month as a PDF you can download, print or send to your bank.
Nothing extra. It's included with every flat monthly package.
Start with a free conversation. We'll learn about your business, walk you through what makes sense for your situation, and give you a clear picture of what working together would look like.
