Performance Tracking Accounting Service
Know what works. Fix what doesn’t. Grow with confidence.
Our Performance Tracking Accounting Service is designed to give small businesses a clear view of profitability, trends, and financial health—far beyond just balancing the books. By turning your financial data into strategic insights, we help you identify what’s driving your business forward—and what’s holding it back.
1. Profitability Analysis by Product, Service, or Department
- Segmented Reporting: We break down revenue and costs across your product lines, service categories, or business units to see what’s truly generating profit—and what’s draining it.
- Cost of Goods Sold (COGS) Tracking: Ensure your margins are accurate by properly accounting for direct materials, labor, and overhead.
- Customer Profitability: Discover which clients are high-value and which are high-maintenance, helping you prioritize for growth.
2. Trend Analysis & Financial Monitoring
- Monthly & Quarterly KPI Reports: Track sales, gross margin, net income, and key performance indicators specific to your industry.
- Year-over-Year & Month-over-Month Comparisons: Spot seasonal patterns, growth surges, or declining segments with ease.
- Cash Flow Trends: Understand how money moves through your business and identify upcoming tight spots or windfalls.
3. Early Warning System for Financial Red Flags
- Variance Alerts: Automatic alerts for unusual changes in expenses, sudden drops in revenue, or over-budget line items.
- Profit Margin Monitoring: Get notified when margin dips below your target threshold, helping you correct pricing or cost issues quickly.
- Expense Trend Reviews: Spot subscriptions, vendor costs, or payroll categories that are rising without clear ROI.
4. Interactive Dashboards & Visual Reporting
- Custom Dashboards: We create visual reports using QuickBooks®, Excel, or BI tools like Fathom or LivePlan—so insights are easy to understand and share.
- Mobile-Friendly Access: Stay connected to your business health whether you’re in the office or on the go.
- Board-Ready Financials: Perfect for investor updates, bank meetings, or strategic planning sessions.
5. Strategic Insight & Advisory Support
- Monthly Review Calls: We go over reports together to help you interpret the numbers and guide your next steps.
- Quarterly Strategy Sessions: Align your goals, marketing plans, and hiring decisions with what your financial data is telling you.
- Growth Scenario Modeling: Forecast outcomes based on different pricing, staffing, or product mix strategies.
Packages
| Plan | Ideal For | Key Features | Reporting Frequency | Starting Price* |
|---|---|---|---|---|
| Clarity | Solopreneurs | Product-level insights, basic KPIs | Monthly | $*** /mo |
| Growth | Service firms & retailers | Trend tracking, profitability by category | Monthly + Quarterly | $*** /mo |
| Strategy | Scaling companies | Margin analysis, dashboards, advisory calls | Biweekly + Strategic Sessions | Quote |
*Pricing varies by complexity, number of revenue streams, and report customization.
The Bottom Line
Our Performance Tracking Service helps you stop guessing—and start growing. Whether you’re launching a new product, scaling your services, or just trying to get your margins right, we deliver the financial visibility you need to make confident, profitable decisions.
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