Dashboard
Current financial year (excl. tax)
- Projected Total
- $116K
71%
Last year
- Invoiced
- $73K
67%
30 days
- Monthly Average
- $9.7K
- Avg. Client Revenue
- $17K
95%
From last year
- New Client Revenue
- $0
- Avg. Team Revenue
- $0
- Growth Target
Current financial year (incl. tax)
- Projected Total
- $82K
- Collected
- $35K
- Volume This Month
- $6.1K
- Volume Next Month
- $5.9K
- 6 Clients Enabled
- 86%
- At Risk Clients
- 0
Proposals
Proposals sent in the last 30 days
- Conversion ($)
- 95%
95%
- Conversion (Proposals)
- 50%
50%
- Time To Accept
- N/A
Clients
- Current Clients
- 7
- New Clients
- 1
Recent
Draft
Space Ranger (demo client)
Untitled Proposal
Draft
Sarah Mitchell
Untitled Proposal
Awaiting
Sarah Mitchell
Services
Draft
Nicole Baptiste
Tax proposal
Draft
Space Ranger (demo client)
Renewal of Basic Bookkeeping + Quarterly Sales Tax
Draft
The King of Hearts
Renewal of T1 Personal Tax Return 2023
Draft
Space Ranger (demo client)
Renewal of Untitled Proposal
Services
Export
| Current Month | % | Current FY | % | |
|---|---|---|---|---|
| Advisory services - General advisory services (Tax, Health Check, compliance, other ) | $1,897.00 | 58% | $1,897.00 | 3% |
| Advisory Meeting | $900.00 | 28% | $900.00 | 1% |
| Bookkeeping services - Bookkeeping Small (up to 100 transactions) | $350.00 | 11% | $16,450.00 | 23% |
| Payroll services - Bi-weekly Payroll (Up to 5 employees) | $80.00 | 2% | $1,440.00 | 2% |
| Software subscription services - Cloud Accounting Software subscription | $30.00 | 1% | $1,980.00 | 3% |
| Accounting services - Premium Review Annual Accounting Services | $0.00 | 0% | $2,000.00 | 3% |
| Taxation services - GST/HST Preparation and Filing - Quarterly | $0.00 | 0% | $75.00 | 0% |
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