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Current financial year (excl. tax)
- Projected Total
- $2M
2k%
Last year
- Invoiced
- $1.1M
31%
30 days
- Monthly Average
- $169K
- Avg. Client Revenue
- $135K
477%
From last year
- New Client Revenue
- $84K
- Avg. Team Revenue
- $0
- Growth Target
Current financial year (incl. tax)
- Projected Total
- $1.9M
- Collected
- $0
- Volume This Month
- $183K
- Volume Next Month
- $175K
- 6 Clients Enabled
- 40%
- At Risk Clients
- 0
Pipeline
Proposals sent in the last 30 days
- Conversion ($)
- 41%
6%
- Conversion (Proposals)
- 24%
13%
- Time To Accept
- an hour
43 minutes
Clients
- Current Clients
- 9
- New Clients
- 14
Recent
Draft
Brenda's Beauty Salon
Monthly Consulting Services
Draft
Break Bad LLP
CFO Packages
Draft
David Smith
Tax - 1040 with catch all pricing
Draft
Throne Accounting LLP
The Drive Concierge
Draft
Space Ranger (ACH)
Renewal of 3 Options - Appy Hour QuickBooks Servic
Draft
Space Ranger (CC)
Renewal of Monthly Accounting Services - 3/27
Draft
Space Ranger (CC)
Renewal of Tax Services
Services
Export
| Current Month | % | Current FY | % | |
|---|---|---|---|---|
| Bookkeeping services - Bookkeeping Medium (up to 200 transactions) | $39,700.00 | 25% | $185,580.00 | 17% |
| Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other ) | $22,000.00 | 14% | $103,000.00 | 9% |
| Reporting services- Financial & Management reporting | $17,850.00 | 11% | $83,400.00 | 8% |
| Premier (CFO Quarterly) | $16,000.00 | 10% | $48,000.00 | 4% |
| Advanced Tax Strategies | $12,100.00 | 8% | $55,500.00 | 5% |
| Silver Plan | $11,970.00 | 8% | $117,705.00 | 11% |
| Gold Plan | $6,000.00 | 4% | $42,000.00 | 4% |
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