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 exactly what to do next. 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
The questions that keep you up at night, answered every month
Your books already hold the answers. Baseview reads them the way a sharp advisor would, then tells you what they mean in the same words you'd use with a friend.
"Am I actually making money?"
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.
About 10 minutesWe build your first report
Baseview studies your history and prepares your first monthly report, usually the same day.
Usually same dayOpen 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.
Every month, on its ownWhat a Baseview report sounds like
Every section opens the same way: what happened, why it matters, and what to do about it. Here are three lines from a sample month.
"June was your second-best month this year, but it came from two big jobs, not more customers. Profit is up. Concentration risk is too."
"Material costs crept up for the third month in a row. It cost you about $2,900 in June. We're tracking which vendors moved."
"Invoice the Hendricks job this week instead of month-end. It moves $18k of cash forward and clears the August tight spot."
Illustrative examples. Your report is written from your own books.
Connecting QuickBooks is safe. Here's exactly how.
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 build your report and nothing else. Never sold, never shared.
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
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
Inside your Growth Guide
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.
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.