Financial analytics for monthly bookkeeping clients
In addition to accurate bookkeeping services, we are proud to offer additional value to all clients in the form of access to a financial analytics dashboard for all monthly bookkeeping clients at no extra cost.
This system allows you to view important information about the financial health of your business in an easier-to-read format than the accounting software reports.
How do I get access?
You will receive an e-mail invitation to set up your username and password. Please check your spam folder and contact us if you do not see it.
Once you have set up your account, bookmark https://flvirtualbookkeeper.acc.report/ so you can visit as often as you like.
What information does this system provide?
You will be able to access a variety of graphs and reports including but not limited to:
- financial health
- key performance indicators
- profitability
- cash flow
- forecasts
The specific features available will depend on the level of bookkeeping service that you are currently subscribed to.
How often does the information update?
All of this information is updated every 24 hours and populated by the data in your accounting file so we recommend login in when we notify you that your books are reconciled to view the most accurate information.
If you ever log on and the data doesn’t look fresh, you can click to update it. By clicking “Refresh Data”
What information does my service level have access to?
Click here to view a detailed table of the features available by service level a summary table is below. If you don’t remember what service level you are currently receiving, refer to your accepted proposal or email us.
Video Tour
This is a brief tutorial so you can see how the system works. As the vendor makes systems improvements, your screen may look different than in the video:
