The Vital Signs Dashboard
Just like a good doctor reads your vitals, the Vital Signs Dashboard gives you a clear, monthly snapshot of your business’s financial health.
It pulls your numbers into a simple, visual report that TRACKS:
Profitability of Services and Jobs
Cash flow in and out of your business
Where you can increase profit and lower expenses
No more spreadsheets.
No more guesswork.
Just the financial clarity you need to make smart decisions.
When you know what’s working and what’s not, you can be
PROACTIVE and CONFIDENT
you're running your business successfully.
Are you getting what you need out of QuickBooks—
or just hoping it’s right?
Get a clear review of your QBO file from a professional bookkeeper
—no strings attached.
Introducing the QBO Diagnostic Review — $99
BEFORE
“We’re busy, but I don’t know if we’re making money.”
“I don’t know which jobs are actually profitable.”
“Money’s going out as fast as it comes in.”
“I just need someone to tell me if we’re making money or not.”
AFTER
See exactly which jobs and services make you the most profit.
Know your numbers at a glance — no chasing reports.
Make decisions with confidence (and sleep better at night).
Show up like a real CEO — not just the guy putting out fires.
A one-time review that gives you clarity on the health of your bookkeeping system—without committing to a full cleanup (unless you choose to).
QBO Diagnostic Review — $99
Who This Is For:
+ Your CPA said your books need to be cleaned, but didn’t explain what that means
+ You’re applying for a loan, tax prep, or FAFSA and need clean reports
+ You want to know if your current setup is solid—or hiding some headaches
What’s Included:
+ A professional review of your QuickBooks Online bookkeeping set-up
+ A short Loom video and written summary highlighting what’s working and what’s not
+ The option to request a custom cleanup proposal (if needed—no pressure)
What It’s Not:
+ It’s not a cleanup service (yet)
+ It’s not a tax review
+ It is a fast path to clarity and next steps—so you can stop guessing and start knowing
What to Know Before You Continue
To complete your QBO Diagnostic Review, I’ll need secure access to your QuickBooks Online file.
Here’s what that means:
+ Only you can grant or remove user access to your QBO file
+ After purchase, you’ll receive step-by-step instructions on how to grant and remove user access.
+ This is standard practice for bookkeeping reviews (just like letting a mechanic look under the hood before quoting repairs).
What You’ll Walk Away With:
+ A clear picture of where your books stand
+ A video walkthrough that shows you what’s working—and what’s not
+ Confidence to move forward, whether it’s cleanup, filing, or just better oversight
+ A custom proposal if cleanup is recommended (optional)
Here’s How We Get You From Guessing to In Control
Step 1️⃣: Request a Free Consultation
We’ll look at your setup, talk about your goals, and see if the Vital Signs Dashboard is the right fit to help you run a stronger, more profitable business.
Step 2️⃣: Get Your Vital Signs Diagnostic Review
I'll conduct a quick review of your books to compile a report that tells you where in your business money's coming in, where it's going, and ways to be more profitable.
Step 3️⃣: Get Your Vital Signs Dashboard
Every month, you'll have a custom dashboard that shows where your money’s going, what’s working, and what needs attention. You’ll get real-time insights, strategic guidance, and zero surprises — so you can plan ahead with confidence.
No more spreadsheets. No more tax-season surprises.
Just clear answers — every month.
Books a Bit Messy?
We’ll Start with an ER Visit.
If your books are behind, incomplete, or just plain confusing,
we’ll begin with your
Financial Diagnostic Review
you'll leave knowing:
Whether your financial information is reliable
Why things may feel messy or unclear
What to do next to get things back in control
From there, we can build a dashboard that shows you exactly where things stand — and where to go next.
Let’s Get Your QuickBooks Working for You
If you’re ready to finally see where your money’s going, what’s working, and what's not:
This one-time review gives you clarity on the health of your bookkeeping system—without committing to a full cleanup (unless you choose to).
STILL NOT SURE?
Frequently Asked Questions
My books are behind. Do I need to fix them first?
Nope — we’ve got you. In your consultation, we’ll take a look and see what kind of shape things are in.
If cleanup is needed, we’ll start with an ER Visit to get everything organized and accurate before building your dashboard.
I already have a bookkeeper — can we still work together?
Absolutely. We’ll collaborate with your bookkeeper to pull the data we need and build your dashboard on top of it.
You keep what’s working, and we bring the clarity layer you’ve been missing.
Can I get the dashboard without switching bookkeepers?
Yes. The dashboard and monthly strategy sessions are available as a standalone service. Bookkeeping is optional — but if you’d like us to handle it all, we’re ready when you are.
How much does this cost?
Our core package — the Vital Signs Dashboard plus monthly strategy meetings — starts at $500/month, depending on your business size and setup.
We’ll walk through your specific needs in your consultation, so you know exactly what to expect. No surprises, no hidden fees.
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