Idea replies — Bookkeepers: a monthly dashboard and owner memo for your clients

Hi Emilly, Happy to share a sample. This one uses dummy numbers for a fictional business (Harbor & Pine Coffee Roasters — not a real client). It is an owner-facing profit-and-loss dashboard: sales, margin, net income, cash, and days to collect, plus a short memo that flags what moved and a few questions for the owner. The use case is a bookkeeper who already has the books and wants a clear monthly view the owner can actually read. Did you have a specific dashboard style in mind? Daniel

Hi Emilly, CoSell replies don't allow file attachments, so I couldn't upload the sample here. That Harbor & Pine dashboard and memo are on my Upwork profile if you'd like to look at them: https://www.upwork.com/freelancers/~01755a2711d7ff5179?p=2111406928312991744 Daniel