Financial insights for businesses and nonprofits
Understand your results. Plan your next move.
Monthly dashboards, cash forecasts and plain-English notes. Each month, the BAAS Advisory team analyzes your results and explains what changed and why.
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Explore sample dashboards
Clients sign in with their email and a one-time code. Trouble signing in? brad@baasllccpa.com
Not a client yet? See examples of the monthly dashboards and insights available to BAAS clients. Fictional organizations, illustrative data.
For businesses
Harborline Hospitality Group
A three-location restaurant group: results against budget and last year, margins by location and a twelve-month cash forecast.
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For nonprofits
Riverbend Youth Arts Collective
A youth arts and education organization: board budget, enrollment, restricted grants, liquidity and a twelve-month cash forecast.
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Try it with your numbers. Free calculators that run in your browser. No sign-up, and nothing you type is saved or sent.
Free tool
12-month cash outlook
Answer seven quick questions and see your tightest month, how long your cash lasts and the sales level you need to break even.
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Free tool · nonprofits
Nonprofit reserve calculator
See how many months of operating reserves your organization has and how that compares with your board's target.
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Want this for your organization?
Your accounts, your budget, your cash forecast and plain-English notes every month.