- Home
- Find your first step
- Reporting
When your business numbers are hard to pull
Where your numbers live now decides the first step. Here is one for each.
QuickBooks or accounting software
Get more out of the reports you already have
Accounting software usually has the report you need buried in a menu. Setting up and scheduling the right ones often beats building something new.
Write down the three numbers you check most and whether your accounting software already shows them somewhere.
If it's all in one system already, its built-in reports may be enough. We'll show you where they are.
Scope depends on which numbers you need and whether your accounting software already reports them. The first step may use reports you already have. Custom work is quoted after a look.
Opens the estimate on the homepage with this answer already filled in.
Lots of spreadsheets
Combine the spreadsheets into one report that updates itself
Spreadsheet sprawl is where reporting time goes. Pulling them into one sheet or dashboard that refreshes on its own is a common, contained project.
Count how many spreadsheets you open to answer one question about the business.
If you can't yet name the question the report should answer, write that down first. Building the report before the question is the most common mistake.
Scope depends on how many spreadsheets feed the report, how consistent their layouts are, and how often the numbers change. The spreadsheet software you already use may be able to combine them. Custom work is quoted after a look.
Opens the estimate on the homepage with this answer already filled in.
Several systems that don't talk
Build one report that pulls from each system
When numbers live in separate systems, someone ends up copying them together by hand. A report that pulls from each one removes that step.
List the systems involved and whether each one can export to a spreadsheet.
If one of those systems already holds the numbers you check most, start with its built-in reports. Connecting the rest can wait.
Scope depends on how many systems are involved and whether each one can export its data. If they all export to a spreadsheet, a first version may not need new software. Connecting the systems directly is custom work, quoted after a look.
Opens the estimate on the homepage with this answer already filled in.
Paper or email
Get the numbers into one digital place first
Reports can't update themselves from paper. The first step is capturing the numbers digitally where they start.
Note where each number comes from this week, even if it's on a sticky note.
Getting the numbers into one digital place may not cost anything. A shared spreadsheet your team fills in is a fine start, before any report gets built.
Scope depends on how many numbers you track and where each one starts. A spreadsheet tool you already have may be enough for the first step. A report built on top of it is custom work, quoted after a look.
Opens the estimate on the homepage with this answer already filled in.
Plain-English campaign reports for a law firm
Leads, cost per lead, and what is working, on one page with the bottom line first. Pulled from the ad platform and GA4 instead of a dashboard nobody logs into.
See case filesGet your own first step
Answer two or three quick questions and get one recommendation, with a rough size for the work. No email needed.
Want to talk it through?
Call, text, or pick a time. The first conversation is free.
Text (423) 967-5584Please don't send confidential, medical, or financial details by text or form.