Send your QuickBooks or Xero export and your budget, and we prepare a 1-page dashboard, a budget-vs-actual chart and a draft narrative for your board to review.

1-page dashboard

Budget vs actual chart

Draft narrative describing the variances in your data

Within 4 days of receiving your exports

Send your brief in chat. Share your files and notes.

We confirm scope in chat. You see what's included before we start.

We build the packet. We check it for accuracy against the materials you provide.

You review. Unlimited revisions within the brief until delivery is approved.

You own the final deliverables once payment is complete.

Exports only, no logins.

Your files are deleted within 30 days of delivery.

Revisions: Unlimited revisions within the original brief until delivery is approved. Send each round as one combined list of feedback. Anything new in scope gets a quick quote first.

We work by chat only, no calls.

Disclaimer: You send the exports (we never need logins). This is not an audit or accounting opinion, and the narrative is a draft for your review.

Full disclaimer: This packet summarizes the exports you provide. It is not an audit, review or compilation, and not accounting, tax or legal advice. Figures are not independently verified; your treasurer or accountant should review before board distribution.