Client dashboards
Your financials, explained every month, in one place.
BAAS Advisory clients now get a private online dashboard built around their business, not a generic template.
- Monthly results compared with budget and last year
- Cash flow forecasts you can actually plan with
- “Notes from your CFO,” a plain-English summary of what changed and why
- Board-ready reports you can print or save as PDF
We combine your accounting data, senior CPA experience and modern AI tools to deliver insight faster. Each month, the BAAS Advisory team analyzes your results and explains what changed and why. Your data stays private.
See a sample
Harborline Hospitality Group
A three-location restaurant group: sales and margins against budget and last year, prime cost, each location's results, and a twelve-month cash forecast.
Open the sample dashboard → NonprofitRiverbend Youth Arts Collective
A youth arts and education nonprofit: results against the board budget, enrollment, restricted grants, board-designated reserves, liquidity and a twelve-month cash forecast.
Open the sample dashboard →Talk with a senior CPA about your business
Find out what your monthly dashboard would look like, built around your accounts, your budget and the decisions in front of you.
Both samples use fictional organizations and illustrative data. Real client dashboards are private: each client signs in to see only their own reports.