For small business owners
Know how your business is really doing. Every month. In plain English.
Baseview connects to your QuickBooks and sends you a clear monthly report. What's working. What's slipping. Where your cash is headed. And what to do about it. No spreadsheets, no jargon, nothing to learn.
- 15 days free
- No credit card to start
- Read-only: we can never change your books
- Cancel anytime
Clear answers to the questions that keep you up at night
Your books already hold the answers. Baseview reads them every month and tells you what they mean, in the same words you'd use with a friend.
"Am I actually making money?"
See your profit for the month and the year, and exactly where each dollar went. Not just the total, but the why behind it.
"Will I have enough cash?"
A 90-day cash forecast shows where your money is headed, day by day, and flags tight spots weeks before they arrive.
"Which work pays off?"
Which products, jobs, and customers make you money, and which quietly cost you. After all the costs, not just on the invoice.
"What should I do next?"
A short list of specific moves each month, based on your own numbers. Not tips from the internet. Your business, your next steps.
"What changed since last month?"
Baseview remembers. Every month it checks what moved, what got better, and what still needs watching, so nothing slips through.
"What do I show my banker?"
Clean, ready-to-send reports for your banker, your CPA, or your bookkeeper. One click each. No scrambling before a meeting.
Ten minutes to set up. Nothing to do after that.
Connect QuickBooks
One secure connection through QuickBooks' own login. It's read-only, so we can never touch or change your books.
We build your first report
Baseview studies your history and prepares your first monthly report, usually the same day.
Open one email a month
When each month closes, your new report arrives on its own. Read it in five minutes, or dig as deep as you like.
Worried about connecting QuickBooks? Good. You should ask.
Read-only, always
We can look at your numbers but can never change, add, or delete anything in your books.
QuickBooks' own login
You connect through Intuit's official secure sign-in. We never see your password.
Disconnect anytime
One click ends the connection, from our side or from inside QuickBooks.
Private to you
Your numbers are used to build your report and nothing else. Never sold, never shared.
Pricing
Try it free. Keep it only if it pays for itself.
- No credit card to start
- The full report, every section, from day one
- Ask follow-up questions about your numbers, any time
- Banker, tax, and bookkeeper reports included
Also from Baseview
Need more customers? Get the Growth Guide.
A one-time, step-by-step plan for getting found and winning more work, written for your business, your industry, and your town. No QuickBooks needed.
- How people find you today, and how to show up more, free and paid
- The exact fixes your website needs, in priority order
- How to handle calls and leads so fewer slip away
- Plain-English how-to guides for every recommendation
Inside your Growth Guide
1. How people find you
Where your customers actually look, and how visible you are there today.
2. Your website, fixed
The most important changes to your current site, in priority order.
3. Ads worth paying for
Which ads fit your business and budget, and which to skip.
4. Turning calls into jobs
A simple routine so fewer leads slip away.
5. Your next 90 days
Every recommendation in one prioritized list, first things first.
Our promise to you
You risk nothing to find out
The Monthly Dashboard is free for 15 days with no card. The Growth Guide is built before you pay, backed by a 100% money-back guarantee. The work has to earn your money.
Your first report is one connection away
Connect QuickBooks today and read your first monthly report this week. Free for 15 days, no card needed.
The things owners ask us first
Is my QuickBooks data safe?
Yes. You connect through QuickBooks' own secure login, and the connection is read-only, so we can never change your books. 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. Is this for me?
Especially for you. Every part of the report starts in plain English: what happened, why it matters, and what to do. The numbers are all there when you want them, but you never need an accounting degree to get the point.
I already have QuickBooks. Why do I need this?
QuickBooks shows you raw statements. Baseview reads years of your history and tells you what it means: which customers are quietly shrinking, where your 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 you get an email. Reading it takes about five minutes.
I don't use QuickBooks. Can Baseview still help?
The monthly report needs QuickBooks Online. If you don't use it, start with the Growth Guide, a one-time plan for getting found and winning more customers. No QuickBooks needed.
What happens when the trial ends?
You'll get a heads-up before it ends. Add a card if you want to keep it. If not, it simply stops. No surprise charges, and you can remove the QuickBooks connection instantly.