Monthly reporting for small business
Know where your business stands, every month.
Baseview connects to your QuickBooks and turns your books into a clear monthly report: profit, cash, customers, and the steps worth taking next. Written so you can read it in five minutes, with every number backed by your own data.
- 15 days free
- No credit card required
- Read-only QuickBooks connection
- Cancel anytime
What you get
One report that covers what actually matters
Your books already hold the answers. Baseview reads them every month and reports back in plain language, so you get the analysis without doing any of the work.
Profit, explained
What you made this month and this year, where each dollar went, and why the number moved. Not just the total, but the reasons behind it.
Cash, 90 days ahead
A day-by-day forecast of your cash position. A tight stretch shows up on the calendar weeks early, not the morning it happens.
The work that pays
Which products, jobs, and customers make you money after every cost is counted, and which ones only look profitable on the invoice.
Specific next steps
Each report ends with a short list of moves drawn from your own numbers, ranked by expected impact, so you know where to start.
Month-over-month follow-up
Baseview remembers what it flagged last month and checks on it in the next report, so improvements get confirmed and problems don't drift.
Reports for your banker and CPA
Clean, one-click packets formatted for bankers, tax preparers, and bookkeepers. No scrambling the night before a meeting.
How it works
Ten minutes to set up, nothing to maintain
Connect QuickBooks
One secure connection through Intuit's own sign-in. The connection is read-only, so nothing in your books can be changed.
We build your first report
Baseview studies your history and prepares your first monthly report, usually the same day you connect.
Open one email a month
When each month closes, the new report is built and emailed to you automatically. Read the summary in five minutes, or go as deep as you want.
Security
Your books stay protected
Connecting your accounting data is a serious decision, so the safeguards are built into how the connection works, not just promised in a policy.
Read-only, always
Baseview can read your numbers but can never add, change, or delete anything in your books. The permission level makes it impossible.
Intuit's own sign-in
You connect through QuickBooks' official secure login. Your QuickBooks password is never shared with us or stored by us.
Disconnect anytime
One click ends the connection, either from your Baseview account or from inside QuickBooks itself.
Used for your report only
Your data is used to build your own report and nothing else. It is never sold, shared, or used for anyone else's benefit.
Pricing
Try it free, keep it only if it earns its place
- No credit card to start
- The full report, every section, from day one
- Follow-up questions about your numbers, answered anytime
- Banker, tax, and bookkeeper packets included
Also from Baseview
Need more customers? Start with the Growth Guide.
The Growth Guide is a one-time, step-by-step plan for getting found and winning more work, researched and written for your specific business, industry, and area. It does not require QuickBooks, and you pay only after it is built.
- Where your customers look today, and how visible you are there
- The changes your website needs, in priority order
- Which ads fit your budget, and which to skip
- A simple routine so fewer calls and leads slip away
Inside the Growth Guide
1. How customers find you
Where people in your area actually look, and how you rank there today.
2. Your website, prioritized
The most important fixes to your current site, in order of impact.
3. Advertising worth paying for
Which ads make sense for your business and budget, and which do not.
4. Turning calls into jobs
A follow-up routine that keeps leads from going quiet.
5. Your next 90 days
Every recommendation in one prioritized list, first things first.
Common questions
Is my QuickBooks data safe?
Yes. You connect through QuickBooks' own secure sign-in, and the connection is read-only, which means nothing in your books can be changed by us or by our software. You can end the connection at any time, and your data is used only to build your own report.
I'm not a numbers person. Will I understand it?
Yes. Every section starts with a plain-language summary of what happened, why it matters, and what to do about it. The detailed numbers are there when you want them, but the report is written to be read, not decoded.
I already have QuickBooks. What does this add?
QuickBooks records your transactions and shows you standard statements. Baseview reads years of that history and tells you what it means: which customers are quietly shrinking, where margin is leaking, when cash will get tight, and what to do about each one.
What do I have to do each month?
Nothing. When your month closes, the new report builds itself and arrives by email. Reading the summary takes about five minutes.
I don't use QuickBooks. Can Baseview still help?
The monthly report requires QuickBooks Online. If you don't use it, consider the Growth Guide, a one-time plan for getting found and winning more customers. It needs no accounting connection at all.
What happens when the trial ends?
We email you before it ends. Add a card if you want to keep the report coming; if you don't, it simply stops. There are no surprise charges, and you can remove the QuickBooks connection instantly.
Read your first report this week
Connect QuickBooks today and your first monthly report is usually ready the same day. Free for 15 days, no credit card required.