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This is a real example — Hargrove & Mills Law Group, June 2025, Pro Plan. Everything you see is what an actual client receives. Click each tab to explore.
Client PortalInvoicingTax OrganizerExcel WorkbookPDF Report
Hargrove & Mills Law Group
Reporting period · June 2025
Pro Plancomplete
InsightsSubmit MonthTransactionsCash SalesInvoicingReportsWarnings2Billing & Plan
Total Revenue
$42,800
+10% vs May
Cash Revenue
$6,200
Client reported
Total Expenses
$28,440
5 categories
Net Profit
$14,360
33.5% margin
6-Month Net Cash Flow
Net profit by monthJan
Feb
Mar
Apr
May
Jun
This month's build
✓
Submitted
✓
Processing
✓
Report ready
Current status: complete
Revenue
$42,800
This month
Expenses
$28,440
This month
Net profit
$14,360
Revenue − expenses
Cash flow forecast
$22,160
Net + AR pipeline
Outstanding AR
$7,800
3 invoices
Overdue
$2,400
1 past due
Collected this month
$18,400
From Collect
Anomalies
2
Flagged in books
Action items
- ⚠1 overdue invoice totaling $2,400 — follow-ups running automatically.
- •2 anomalies flagged in this month's books.
- •Vendor concentration: Payroll & Benefits is 64% of expenses.
Top vendor spend
Payroll & Benefits$18,200 · 64%
Office & Utilities$3,800 · 13%
Court Costs$3,200 · 11%
Research (LexisNexis)$1,820 · 6%
Other Operating$1,420 · 5%
What's Included — Pro Plan
Three Formats. Every Month.
Delivered within 24 hours of document submission. Same-day on Pro. Human bookkeeper review before every Pro delivery.
Client Portal
- → Live KPI dashboard
- → 6-month net cash flow chart
- → Warnings panel — auto-surfaced
- → Full transaction ledger with flags
- → Cash sales tab
Excel Workbook (.xlsx)
- → P&L Diagnostic tab
- → Transactions detail tab
- → Cash Sales tab
- → Warnings tab (auto-flagged)
- → 6-Month Trend tab · MoM % auto-calc
PDF Report
- → 3 KPI summary cards
- → Warnings with action notes
- → Revenue & expense breakdown
- → Human bookkeeper stamp (Pro)
- → Email-ready for your accountant
Ready to See This for Your Business?
"The monthly checkup your business deserves — at a fraction of the cost."
$99/mo Essential · $149/mo Pro · 30-day money-back guarantee · Cancel anytime