Service
Financial Reporting and KPI Dashboards
A basic P&L tells you what happened. Management reporting tells you why, where, and what to do about it, margin by service line, labor as a percentage of the revenue it produced, job costs against estimates, cash trajectory against the season. This is the layer that separates bookkeeping that satisfies the IRS from bookkeeping that runs the business, and it's where Steady earns the 'advisory' in client advisory services.
- QuickBooks Gold ProAdvisor
- Intuit Certified Bookkeeper
- Intuit Enterprise Suite Certified
- IRS PTIN Holder
The standard monthly package
- P&L with comparisons, this month vs last, vs same month last year, vs trailing twelve, because a number without context is a guess
- Balance sheet reviewed and explained, not just attached
- Cash summary: where it came from, where it went, what's committed
- AR/AP agings with the names that need attention flagged
- Written observations: the three things worth knowing this month, in sentences, 'fuel is 22% over trend,' 'Route 4's labor crossed 60%,' 'Q4 estimate needs raising'
The industry KPI layer
Built per vertical, from the same books: job costing and estimate-vs-actual for trades Job Costing and Accounting for Field-Service Businesses ; cost per mile and per-truck P&L for trucking; labor percentage per site for cleaning; route profitability for pest and pool; RMR tracking for alarm companies; realization and utilization for professional firms. These aren't add-on spreadsheets, they're what your chart of accounts and class structure were designed to produce.
Dashboards, honestly scoped
Live dashboards (via the standard reporting tools layered on QuickBooks) are available and useful for owners who'll look at them. Our honest observation: a disciplined monthly package that gets read beats a beautiful dashboard that doesn't. We'll build either, the deliverable that fits how you actually consume information.
Questions, answered
Common questions
Is this included in monthly bookkeeping or extra?
The standard package is part of every bookkeeping engagement, reports with observations are what 'done' means to us. Deep KPI builds (custom dashboards, board-style packages) get scoped on top.
Can you report on data outside QuickBooks, like our field software?
Yes, where it earns its keep: dispatch data, route counts, and scorecards joined to financials is exactly how the per-route and per-job views get sharp.
Founder-led service
Ivan Dyakov
Ivan leads client strategy, major relationships, and service standards, supported by a specialized delivery process built for consistency.
Meet the founder- QuickBooks Gold ProAdvisor
- Intuit Certified Bookkeeper
- Intuit Enterprise Suite Certified
- IRS PTIN Holder
A clear next step