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Accessing your financial dashboard

Your monthly bookkeeping service comes with 24/7 access to a financial analytics dashboard at no extra cost.

If you joined our family before April 2021 and have not received an email invitation, contact us to request access.

Set up your access

1- Check your email for an invite from [email protected] and click on “Set Up Profile”

Invite email


2- Create your account and choose your password

Sign Up Page


3- Bookmark to log on to access your information at any time.


Please note:

  • The information is automatically populated from your QuickBooks Online or Xero file so you can view updated data when we notify you that your books are up to date for the month.  You may need to click “Refresh Data” near the top right corner of your screen.
  • The type of graphs and reports available will vary depending on the level of service that you signed up for.   Contact us if you are not sure what level you are on, or if you wish to change your service to access more options.

Access Levels


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