---
title: "Monthly Financial Reports and KPI Dashboard for Owners"
description: "A short monthly report built from your reconciled books: profit, cash, what customers owe and what you owe, with a plain-language note on what changed."
url: "https://mcc-solutionsnj.com/bookkeeping/monthly-reporting"
---

Monthly reporting

# Monthly financial reporting for small business

Clean books are only useful if you read them. This is a one-to-two page monthly report you can finish in five minutes, with a note on what moved and why.

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🌙 The office is closed. Your books can still move forward.

Run the free books check tonight, or send the request; we pick it up when we open in the morning.

 [Take the free books check](/bookkeeping/health-check)

## What is in the report

Profit and loss for the month and the year to date, compared with the same period last year when you have it. Cash in the bank, receivables with the oldest unpaid invoices listed, and bills coming due. A short list of the biggest expense changes, and a plain-language summary of what changed since last month.

## Numbers you choose

We agree on a few figures that matter for your business, such as gross margin, days to get paid, or revenue by service line, and track those every month. Our free calculators for margin, break-even and days sales outstanding use the same formulas.

## How it fits with bookkeeping

The report comes from reconciled books, so it is part of monthly bookkeeping or an add-on to it. We do not build dashboards on books that are behind. If yours are, start with catch-up and cleanup.

## Your software

We set up saved and scheduled reports in QuickBooks Online or Xero, and can connect a reporting tool if your plan and needs justify the cost. Features depend on your plan and change over time, so we check before recommending an upgrade.

## Price, scope and limits

**The monthly report is $125 a month when added to monthly bookkeeping. It depends on current, reconciled books. The quote form shows your full estimate.**

This is bookkeeping and management reporting. It is not an audit, a tax return or financial advice, and it does not replace your CPA. We confirm the price in writing before we start.

## Common questions

**Do I need monthly bookkeeping to get the report?**

The report depends on current, reconciled books. If you keep them current yourself, we can quote the report alone after checking the file.

**Can the report be sent to my accountant or lender?**

Yes. Tell us who should receive it and we send it on the schedule you choose.

**Is this a real-time dashboard?**

It is as current as the books. With monthly bookkeeping that means after each month is closed.

[Get a quote](/bookkeeping/#interest)

Related

[### Dashboards we set up in QuickBooks, Xero and more Open →](/bookkeeping/dashboards)[### Guide: how to read a profit and loss statement Open →](/bookkeeping/guides/how-to-read-a-profit-and-loss-statement)[### Break-even calculator Open →](/bookkeeping/break-even-calculator)[### Customers paying late? Receivables follow-up Open →](/bookkeeping/receivables-follow-up)[### Books behind? Catch-up and cleanup Open →](/bookkeeping/catch-up)

## Want a written scope and price?

[Get a quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)