One hundred client companies with their revenue and expenses — the whole book in one place. The advisor's view, for accountants and SMB business & technology consultants: manage every client, then export the book to Excel or CSV in a single click.
These clients rank lowest across margin, collections, cash cover and revenue per person, compared with the other clients you work with.
Riverstone Consulting is behind 100% of professional services clients in this book on revenue per employee - worth a conversation.
Harbor Landscaping is behind 92% of home services clients in this book on profit margin - worth a conversation.
Brightpath Logistics is behind 96% of all clients in this book on cash on hand, in months of expenses - worth a conversation.
Blue Ridge Auto Repair 81 is behind 100% of all clients in this book on revenue per employee - worth a conversation.
Harbor Landscaping 79 is behind 100% of home services clients in this book on money owed to them, in months of revenue - worth a conversation.
Every client's revenue and expenses in one book — import from or export to Excel/CSV in one click.
| ID | Company | Industry | Employees | Annual revenue | Annual expenses | Net profit | Margin | A/R | Books |
|---|---|---|---|---|---|---|---|---|---|
| C-001 | Redwood Plumbing | Home Services | 14 | $343,500.00 | $282,500.00 | $61,000.00 | 17.8% | $23,500.00 | Connect QuickBooks |
| C-002 | Cascade Law Office | Legal | 13 | $663,500.00 | $461,500.00 | $202,000.00 | 30.4% | $161,800.00 | Connect QuickBooks |
| C-003 | Summit Print Shop | Manufacturing | 27 | $662,000.00 | $635,500.00 | $26,500.00 | 4% | $88,600.00 | Connect QuickBooks |
| C-004 | Harbor Landscaping | Home Services | 22 | $392,500.00 | $356,500.00 | $36,000.00 | 9.2% | $24,000.00 | Connect QuickBooks |
| C-005 | Ironwood Pet Care | Consumer Services | 18 | $251,000.00 | $232,500.00 | $18,500.00 | 7.4% | $10,800.00 | Connect QuickBooks |
| C-006 | Blue Ridge Auto Repair | Automotive | 6 | $562,000.00 | $509,000.00 | $53,000.00 | 9.4% | $40,200.00 | Connect QuickBooks |
| C-007 | Granite Electric | Construction | 12 | $883,500.00 | $808,500.00 | $75,000.00 | 8.5% | $112,900.00 | Connect QuickBooks |
| C-008 | Cedar Consulting | Professional Services | 9 | $693,000.00 | $551,500.00 | $141,500.00 | 20.4% | $121,800.00 | Connect QuickBooks |
| C-009 | Meridian Roofing | Construction | 21 | $949,000.00 | $847,000.00 | $102,000.00 | 10.7% | $112,000.00 | Connect QuickBooks |
| C-010 | Northgate Bakery | Food & Beverage | 19 | $400,000.00 | $376,500.00 | $23,500.00 | 5.9% | $8,000.00 | Connect QuickBooks |
| C-011 | Silverline Fitness Studio | Fitness | 15 | $348,500.00 | $294,500.00 | $54,000.00 | 15.5% | $10,900.00 | Connect QuickBooks |
| C-012 | Copperfield Logistics | Transportation | 34 | $1,147,500.00 | $1,029,500.00 | $118,000.00 | 10.3% | $136,300.00 | Connect QuickBooks |
| C-013 | Riverstone Marketing Agency | Professional Services | 24 | $824,000.00 | $586,000.00 | $238,000.00 | 28.9% | $118,800.00 | Connect QuickBooks |
| C-014 | Oakmont Dental Group | Healthcare | 6 | $1,158,500.00 | $991,500.00 | $167,000.00 | 14.4% | $131,700.00 | Connect QuickBooks |
| C-015 | Lakeside HVAC | Home Services | 6 | $572,500.00 | $518,000.00 | $54,500.00 | 9.5% | $19,700.00 | Connect QuickBooks |
| C-016 | Foxtail Plumbing | Home Services | 9 | $589,000.00 | $526,500.00 | $62,500.00 | 10.6% | $18,800.00 | Connect QuickBooks |
| C-017 | Brightpath Law Office | Legal | 9 | $1,089,500.00 | $868,500.00 | $221,000.00 | 20.3% | $303,700.00 | Connect QuickBooks |
| C-018 | Pinecrest Print Shop | Manufacturing | 21 | $1,055,000.00 | $966,000.00 | $89,000.00 | 8.4% | $163,900.00 | Connect QuickBooks |
| C-019 | Halcyon Landscaping | Home Services | 17 | $638,000.00 | $549,000.00 | $89,000.00 | 13.9% | $47,600.00 | Connect QuickBooks |
| C-020 | Sterling Pet Care | Consumer Services | 14 | $375,500.00 | $328,000.00 | $47,500.00 | 12.6% | $20,200.00 | Connect QuickBooks |
| C-021 | Vanguard Auto Repair | Automotive | 23 | $840,500.00 | $721,000.00 | $119,500.00 | 14.2% | $73,700.00 | Connect QuickBooks |
| C-022 | Cobalt Electric | Construction | 40 | $1,374,500.00 | $1,191,500.00 | $183,000.00 | 13.3% | $212,600.00 | Connect QuickBooks |
| C-023 | Maplewood Consulting | Professional Services | 4 | $1,086,000.00 | $785,500.00 | $300,500.00 | 27.7% | $228,800.00 | Connect QuickBooks |
| C-024 | Ironclad Roofing | Construction | 13 | $1,440,000.00 | $1,215,500.00 | $224,500.00 | 15.6% | $208,700.00 | Connect QuickBooks |
| C-025 | Everest Bakery | Food & Beverage | 13 | $580,000.00 | $587,500.00 | -$7,500.00(loss) | -1.3% | $16,200.00 | Connect QuickBooks |
| C-026 | Redwood Fitness Studio | Fitness | 11 | $506,000.00 | $482,000.00 | $24,000.00 | 4.7% | $21,300.00 | Connect QuickBooks |
| C-027 | Cascade Logistics | Transportation | 26 | $1,573,000.00 | $1,515,000.00 | $58,000.00 | 3.7% | $220,600.00 | Connect QuickBooks |
| C-028 | Summit Marketing Agency | Professional Services | 18 | $1,217,000.00 | $997,000.00 | $220,000.00 | 18.1% | $217,900.00 | Connect QuickBooks |
| C-029 | Harbor Dental Group | Healthcare | 34 | $1,617,000.00 | $1,293,000.00 | $324,000.00 | 20% | $227,200.00 | Connect QuickBooks |
| C-030 | Ironwood HVAC | Home Services | 24 | $818,000.00 | $701,000.00 | $117,000.00 | 14.3% | $39,100.00 | Connect QuickBooks |
| C-031 | Blue Ridge Plumbing | Home Services | 4 | $834,500.00 | $706,000.00 | $128,500.00 | 15.4% | $37,900.00 | Connect QuickBooks |
| C-032 | Granite Law Office | Legal | 5 | $1,515,000.00 | $1,104,500.00 | $410,500.00 | 27.1% | $278,200.00 | Connect QuickBooks |
| C-033 | Cedar Print Shop | Manufacturing | 14 | $1,448,000.00 | $1,262,000.00 | $186,000.00 | 12.8% | $140,200.00 | Connect QuickBooks |
| C-034 | Meridian Landscaping | Home Services | 12 | $883,500.00 | $717,500.00 | $166,000.00 | 18.8% | $33,600.00 | Connect QuickBooks |
| C-035 | Northgate Pet Care | Consumer Services | 11 | $120,000.00 | $98,500.00 | $21,500.00 | 17.9% | $2,900.00 | Connect QuickBooks |
| C-036 | Silverline Auto Repair | Automotive | 18 | $268,500.00 | $249,500.00 | $19,000.00 | 7.1% | $11,800.00 | Connect QuickBooks |
| C-037 | Copperfield Electric | Construction | 32 | $365,500.00 | $343,000.00 | $22,500.00 | 6.2% | $29,800.00 | Connect QuickBooks |
| C-038 | Riverstone Consulting | Professional Services | 23 | $279,000.00 | $232,000.00 | $47,000.00 | 16.8% | $68,500.00 | Connect QuickBooks |
| C-039 | Oakmont Roofing | Construction | 5 | $431,000.00 | $395,000.00 | $36,000.00 | 8.4% | $74,000.00 | Connect QuickBooks |
| C-040 | Lakeside Bakery | Food & Beverage | 7 | $210,000.00 | $202,500.00 | $7,500.00 | 3.6% | $7,600.00 | Connect QuickBooks |
| C-041 | Foxtail Fitness Studio | Fitness | 7 | $183,000.00 | $161,000.00 | $22,000.00 | 12% | $9,700.00 | Connect QuickBooks |
| C-042 | Brightpath Logistics | Transportation | 18 | $699,000.00 | $642,500.00 | $56,500.00 | 8.1% | $113,000.00 | Connect QuickBooks |
| C-043 | Pinecrest Marketing Agency | Professional Services | 13 | $410,000.00 | $306,000.00 | $104,000.00 | 25.4% | $87,700.00 | Connect QuickBooks |
| C-044 | Halcyon Dental Group | Healthcare | 26 | $675,500.00 | $502,000.00 | $173,500.00 | 25.7% | $113,100.00 | Connect QuickBooks |
| C-045 | Sterling HVAC | Home Services | 19 | $314,000.00 | $254,000.00 | $60,000.00 | 19.1% | $19,200.00 | Connect QuickBooks |
| C-046 | Vanguard Plumbing | Home Services | 22 | $330,000.00 | $303,000.00 | $27,000.00 | 8.2% | $19,400.00 | Connect QuickBooks |
| C-047 | Cobalt Law Office | Legal | 20 | $641,000.00 | $532,500.00 | $108,500.00 | 16.9% | $140,100.00 | Connect QuickBooks |
| C-048 | Maplewood Print Shop | Manufacturing | 7 | $640,500.00 | $600,500.00 | $40,000.00 | 6.2% | $75,800.00 | Connect QuickBooks |
| C-049 | Ironclad Landscaping | Home Services | 7 | $379,500.00 | $335,500.00 | $44,000.00 | 11.6% | $19,500.00 | Connect QuickBooks |
| C-050 | Everest Pet Care | Consumer Services | 7 | $244,500.00 | $219,500.00 | $25,000.00 | 10.2% | $8,600.00 | Connect QuickBooks |
| C-051 | Redwood Auto Repair | Automotive | 13 | $547,000.00 | $482,000.00 | $65,000.00 | 11.9% | $32,800.00 | Connect QuickBooks |
| C-052 | Cascade Electric | Construction | 24 | $857,000.00 | $763,000.00 | $94,000.00 | 11% | $92,900.00 | Connect QuickBooks |
| C-053 | Summit Consulting | Professional Services | 18 | $671,500.00 | $509,500.00 | $162,000.00 | 24.1% | $101,100.00 | Connect QuickBooks |
| C-054 | Harbor Roofing | Construction | 33 | $922,500.00 | $800,500.00 | $122,000.00 | 13.2% | $90,900.00 | Connect QuickBooks |
| C-055 | Ironwood Bakery | Food & Beverage | 28 | $390,000.00 | $357,500.00 | $32,500.00 | 8.3% | $5,500.00 | Connect QuickBooks |
| C-056 | Blue Ridge Fitness Studio | Fitness | 3 | $340,000.00 | $274,500.00 | $65,500.00 | 19.3% | $8,000.00 | Connect QuickBooks |
| C-057 | Granite Logistics | Transportation | 10 | $1,124,500.00 | $1,107,000.00 | $17,500.00 | 1.6% | $116,000.00 | Connect QuickBooks |
| C-058 | Cedar Marketing Agency | Professional Services | 8 | $802,500.00 | $685,500.00 | $117,000.00 | 14.6% | $199,700.00 | Connect QuickBooks |
| C-059 | Meridian Dental Group | Healthcare | 18 | $1,133,500.00 | $937,500.00 | $196,000.00 | 17.3% | $220,100.00 | Connect QuickBooks |
| C-060 | Northgate HVAC | Home Services | 14 | $559,500.00 | $492,500.00 | $67,000.00 | 12% | $41,800.00 | Connect QuickBooks |
| C-061 | Silverline Plumbing | Home Services | 17 | $576,000.00 | $500,500.00 | $75,500.00 | 13.1% | $41,600.00 | Connect QuickBooks |
| C-062 | Copperfield Law Office | Legal | 15 | $1,066,500.00 | $813,000.00 | $253,500.00 | 23.8% | $270,300.00 | Connect QuickBooks |
| C-063 | Riverstone Print Shop | Manufacturing | 31 | $1,033,500.00 | $923,000.00 | $110,500.00 | 10.7% | $144,400.00 | Connect QuickBooks |
| C-064 | Oakmont Landscaping | Home Services | 25 | $625,000.00 | $522,500.00 | $102,500.00 | 16.4% | $40,600.00 | Connect QuickBooks |
| C-065 | Lakeside Pet Care | Consumer Services | 3 | $369,000.00 | $312,500.00 | $56,500.00 | 15.3% | $17,000.00 | Connect QuickBooks |
| C-066 | Foxtail Auto Repair | Automotive | 8 | $825,500.00 | $688,000.00 | $137,500.00 | 16.7% | $62,800.00 | Connect QuickBooks |
| C-067 | Brightpath Electric | Construction | 16 | $1,348,000.00 | $1,135,000.00 | $213,000.00 | 15.8% | $182,200.00 | Connect QuickBooks |
| C-068 | Pinecrest Consulting | Professional Services | 12 | $1,064,500.00 | $922,000.00 | $142,500.00 | 13.4% | $197,400.00 | Connect QuickBooks |
| C-069 | Halcyon Roofing | Construction | 25 | $1,413,500.00 | $1,328,000.00 | $85,500.00 | 6% | $177,300.00 | Connect QuickBooks |
| C-070 | Sterling Bakery | Food & Beverage | 22 | $570,500.00 | $564,000.00 | $6,500.00 | 1.1% | $12,600.00 | Connect QuickBooks |
| C-071 | Vanguard Fitness Studio | Fitness | 17 | $497,500.00 | $455,500.00 | $42,000.00 | 8.4% | $17,100.00 | Connect QuickBooks |
| C-072 | Cobalt Logistics | Transportation | 38 | $1,550,500.00 | $1,458,000.00 | $92,500.00 | 6% | $193,300.00 | Connect QuickBooks |
| C-073 | Maplewood Marketing Agency | Professional Services | 2 | $1,195,500.00 | $935,000.00 | $260,500.00 | 21.8% | $183,800.00 | Connect QuickBooks |
| C-074 | Ironclad Dental Group | Healthcare | 10 | $1,592,000.00 | $1,227,000.00 | $365,000.00 | 22.9% | $192,700.00 | Connect QuickBooks |
| C-075 | Everest HVAC | Home Services | 9 | $805,000.00 | $670,000.00 | $135,000.00 | 16.8% | $30,700.00 | Connect QuickBooks |
| C-076 | Redwood Plumbing 76 | Home Services | 12 | $821,500.00 | $674,500.00 | $147,000.00 | 17.9% | $29,300.00 | Connect QuickBooks |
| C-077 | Cascade Law Office 77 | Legal | 11 | $1,492,000.00 | $1,035,500.00 | $456,500.00 | 30.6% | $236,200.00 | Connect QuickBooks |
| C-078 | Summit Print Shop 78 | Manufacturing | 24 | $1,426,500.00 | $1,367,500.00 | $59,000.00 | 4.1% | $115,900.00 | Connect QuickBooks |
| C-079 | Harbor Landscaping 79 | Home Services | 20 | $870,500.00 | $790,000.00 | $80,500.00 | 9.2% | $68,200.00 | Connect QuickBooks |
| C-080 | Ironwood Pet Care 80 | Consumer Services | 16 | $493,500.00 | $456,000.00 | $37,500.00 | 7.6% | $28,000.00 | Connect QuickBooks |
| C-081 | Blue Ridge Auto Repair 81 | Automotive | 25 | $253,500.00 | $229,500.00 | $24,000.00 | 9.5% | $23,400.00 | Connect QuickBooks |
| C-082 | Granite Electric 82 | Construction | 8 | $339,500.00 | $310,000.00 | $29,500.00 | 8.7% | $55,000.00 | Connect QuickBooks |
| C-083 | Cedar Consulting 83 | Professional Services | 7 | $257,500.00 | $204,500.00 | $53,000.00 | 20.6% | $56,700.00 | Connect QuickBooks |
| C-084 | Meridian Roofing 84 | Construction | 17 | $405,000.00 | $361,000.00 | $44,000.00 | 10.9% | $61,700.00 | Connect QuickBooks |
| C-085 | Northgate Bakery 85 | Food & Beverage | 16 | $200,500.00 | $188,500.00 | $12,000.00 | 6% | $6,100.00 | Connect QuickBooks |
| C-086 | Silverline Fitness Studio 86 | Fitness | 13 | $174,500.00 | $147,000.00 | $27,500.00 | 15.8% | $7,900.00 | Connect QuickBooks |
| C-087 | Copperfield Logistics 87 | Transportation | 30 | $676,000.00 | $606,000.00 | $70,000.00 | 10.4% | $98,800.00 | Connect QuickBooks |
| C-088 | Riverstone Marketing Agency 88 | Professional Services | 21 | $388,500.00 | $275,500.00 | $113,000.00 | 29.1% | $73,300.00 | Connect QuickBooks |
| C-089 | Oakmont Dental Group 89 | Healthcare | 38 | $650,500.00 | $556,000.00 | $94,500.00 | 14.5% | $96,200.00 | Connect QuickBooks |
| C-090 | Lakeside HVAC 90 | Home Services | 4 | $300,500.00 | $271,500.00 | $29,000.00 | 9.7% | $15,500.00 | Connect QuickBooks |
| C-091 | Foxtail Plumbing 91 | Home Services | 6 | $317,000.00 | $283,000.00 | $34,000.00 | 10.7% | $15,600.00 | Connect QuickBooks |
| C-092 | Brightpath Law Office 92 | Legal | 7 | $618,000.00 | $491,500.00 | $126,500.00 | 20.5% | $119,400.00 | Connect QuickBooks |
| C-093 | Pinecrest Print Shop 93 | Manufacturing | 17 | $619,500.00 | $566,500.00 | $53,000.00 | 8.6% | $63,600.00 | Connect QuickBooks |
| C-094 | Halcyon Landscaping 94 | Home Services | 15 | $366,000.00 | $314,500.00 | $51,500.00 | 14.1% | $15,300.00 | Connect QuickBooks |
| C-095 | Sterling Pet Care 95 | Consumer Services | 13 | $238,000.00 | $207,500.00 | $30,500.00 | 12.8% | $6,500.00 | Connect QuickBooks |
| C-096 | Vanguard Auto Repair 96 | Automotive | 20 | $532,000.00 | $456,000.00 | $76,000.00 | 14.3% | $25,700.00 | Connect QuickBooks |
| C-097 | Cobalt Electric 97 | Construction | 36 | $830,500.00 | $719,000.00 | $111,500.00 | 13.4% | $73,800.00 | Connect QuickBooks |
| C-098 | Maplewood Consulting 98 | Professional Services | 2 | $650,500.00 | $469,500.00 | $181,000.00 | 27.8% | $81,400.00 | Connect QuickBooks |
| C-099 | Ironclad Roofing 99 | Construction | 9 | $896,000.00 | $755,500.00 | $140,500.00 | 15.7% | $160,500.00 | Connect QuickBooks |
| C-100 | Everest Bakery 100 | Food & Beverage | 10 | $380,500.00 | $385,000.00 | -$4,500.00(loss) | -1.2% | $14,600.00 | Connect QuickBooks |