Generate a white-labeled, presentation-grade health report for your small-business client — QuickBooks + Qwota data turned into an owner-friendly deliverable. Example figures — connect this client’s QuickBooks to report on their real numbers.
Advisory report — cash, receivables & getting paid faster · Illustrative sample
Sample: business health reads Healthy (72/100) this period.
Sample: InsightFinder's business health for June 2026 is healthy (72/100).
Sample: Revenue grew about 11% versus last period.
Sample: Cash is okay — roughly 11 weeks on hand.
Sample: The quickest win is collecting $13k in overdue invoices.
Sample: InsightFinder's business health for June 2026 is healthy (72/100).
$13k is cash you've already earned, sitting in past-due invoices — chase it to bank it.
$6k in estimates is still open — follow up to turn quotes into booked work.
Accepted work is fully invoiced — nothing left unbilled.
Sample: about $20k is recoverable — money you've earned or nearly won that isn't in the bank yet.
Your top customer is about 53% of revenue — that much dependence is a real risk if they slow down.
Expenses are tracking revenue normally — nothing unusual.
Revenue is holding up versus the prior average — no drop to flag.
Receivables are current — little is sitting past 60 days.
Sample: 1 thing to watch (1 urgent) — caught early, before they cost you.
Sample: cash should hold up this period — collecting older invoices makes it stronger.
Sample: $13k is sitting in overdue invoices — chasing the top few frees the most cash fastest.
Sample: Cash is okay — about 11 weeks on hand.
Tap a question to get a plain-English answer — no spreadsheets, no jargon.
Sample pre-engagement baseline — a real prior-period snapshot swaps in when engagement history connects.
Sample: since the engagement began: revenue up 14%, cash runway +3 weeks, health +9 pts.
Sample: revenue is trending +10.7% versus the prior period.
Sample: a healthy book of estimates, with a few going stale to chase.
Real strengths to build on, and a couple of risks worth watching.
Sample: your biggest customer is about 34% of revenue — worth spreading out.
A few clear moves this period to free up cash and lower risk.
$15k in receivables is 60+ days old — chase it or write it off before you close the books.
$6k in open estimates — convert or close them so the revenue lands in the right year.
Revenue is steady versus the prior average — nothing odd to explain.
Expenses are tracking revenue normally — nothing unusual to review.
The books show $191k in net income — set money aside for estimated taxes (your preparer sets the exact amount).
Sample: Your books are almost tax-ready — clear a few items to close the year clean.
Detailed figures and data sources for the numbers-minded reader.
The backward-looking half of a client pack — what moved, and whether it moved the right way.
No invoices were issued in September 2026 or August 2026.
No invoices were issued in Q3 2026 or Q3 2025.
No invoices were issued in 2026 or 2025.
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