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See the Full Picture

Financial reports that actually help you decide

Numbers on a page are useless if you do not know what they mean. We turn your financial data into clear answers about what is working, what is not, and what to do next.

Jordan Peacock, owner of Peacock Bookkeeping Services
Certified Advanced QuickBooks Online ProAdvisor badgeJordan PeacockCertified Advanced QuickBooks Online ProAdvisor

From $399/mo

Book a free 15-minute call

What you get

  • Deep P&L analysis with trend comparisons
  • Cash flow forecasting (30, 60, 90 day outlook)
  • Custom KPI dashboards for your business
  • Budget vs. actual reporting
  • Revenue and expense trend analysis
  • Profitability analysis by service, product, or client
  • Monthly financial review call to walk through results
  • Plain-language summaries of what the numbers mean

The Process

How it works

  1. We Define What Matters

    Every business has different numbers that matter most. Revenue per client? Gross margin? Cash runway? We figure out which metrics drive your business and build dashboards around them.

  2. We Build Your Dashboards

    Custom KPI dashboards that pull directly from your QuickBooks data. Updated monthly (or more often if needed) so you always have a current snapshot of business performance.

  3. We Analyze the Trends

    Numbers in isolation do not tell you much. We compare month over month, quarter over quarter, and year over year to spot trends before they become problems or to catch opportunities early.

  4. We Walk You Through It

    Every month, we get on a call and walk through your numbers together. What went up, what went down, and what you should do about it. No jargon. Just honest conversation about your finances.

Ready to hand off your books?

One call. We'll figure out exactly what you need and what it costs.

Book a free 15-minute call

The Impact

Why it matters

Most business owners get a P&L once a year from their CPA and hope for the best. That is like driving with your eyes closed and checking the road once a year. Monthly financial analysis gives you the visibility to make real decisions. Know which clients are profitable (and which ones are costing you money). See cash flow problems 60 days before they hit. Track whether your pricing changes are actually working. This is the difference between running a business and guessing.

Best Fit

Is this right for you?

  • Business owners making $250K+ in revenue who want to scale
  • Companies with multiple revenue streams that need clarity
  • Owners preparing for a loan, investment, or sale
  • Businesses that have clean books but no idea what the numbers mean
  • Anyone who wants a monthly financial advisor, not just a bookkeeper

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Common Questions

Frequently asked questions

Financial analysis requires clean, current books. If you are already a monthly bookkeeping client, this service builds on top of that. If not, we will likely recommend pairing the two together so the analysis is based on accurate data.

It depends on your business. Common ones include gross margin, net profit margin, revenue per client, customer acquisition cost, cash conversion cycle, and accounts receivable aging. We will work with you to identify the 5-8 metrics that matter most for your specific business.

Monthly bookkeeping gives you accurate P&L and Balance Sheet statements. Financial analysis goes deeper. We break those numbers apart, compare trends, forecast future cash flow, and tell you what the numbers mean for your business decisions. Think of it as the difference between getting a report and getting advice.

Yes. We can build an annual budget based on your historical data and growth targets, then track actual results against it every month. Budget vs. actual reporting is one of the most powerful tools for keeping spending in check and hitting your goals.

You get both. We build dashboards you can access anytime, plus monthly reports with our analysis and recommendations. The dashboards give you a quick pulse check. The monthly call gives you the deeper context.

At a Glance

Financial analysis and reporting from Peacock Bookkeeping Services starts at $399 per month. You get deep P&L analysis, 30, 60, and 90 day cash flow forecasting, custom KPI dashboards, and budget vs. actual reporting. Every month includes a review call where we walk through your numbers in plain language. It works best paired with our monthly bookkeeping. We're based in Cranberry Township PA and work with business owners across the US. Call (412) 407-7420.

Ready to know exactly where your money goes?

Book a free call and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.

Book a free 15-minute call