The Business Review
Your P&L, customers, products, cash and plan, in your own Power BI. Refreshed from QuickBooks every morning.
Daily
The Business Review for QuickBooks Online
Your numbers
already know.
We make them say it.
Every order, invoice and payment in your books is a signal. We turn them into one monthly read of your business, and the three things worth doing next.
Your data
Every order, invoice and payment is already a signal.
The signal
We gather them into one line: your business, month by month.
The read
Then land it on one page you can act on.
The read
The signal lands on one page: what happened, and why
Your Briefing: the year in one sentence, the accounts that are slipping, and the dollars behind each decision.
Refreshed every morningIn your own Power BIReconciled to your books
Every month
A report, a read, and a conversation
Software gives you charts. You also get someone who reads them with you.
The written Briefing
What happened, why, and the three things worth doing, written in plain English from your numbers.
Monthly
The call
A 30 minute call with Jesse to talk it through: the good news, the slipping accounts, and what to watch next.
Monthly
Inside the review
Every page answers one question
Shown on Marlow & Birch, a fictional distributor with three years of data. The reports are real.
How it works
Set up once, then read every month
Connect and build
We connect your QuickBooks, build a clean data warehouse in your own Microsoft account, and install the report.
$5,000 fixed + $1,500 per module
Check it against your books
Every figure is reconciled to your accounting system before you see it, with the differences explained.
Included in setup
Read it every month
The report refreshes every morning. Each month the Briefing names what changed and what to do.
From $450 a month
Your data never leaves your own Microsoft account. If we stop working together, everything keeps running.
Services and pricing
Priced like a service, not a subscription seat
Setup is $5,000 fixed, plus $1,500 per module, then monthly. Month to month after setup, with 30 days' notice. The first three clients pay half the setup in exchange for a case study.
Email JesseReportYour Business Review, kept running and refreshed every morning
$450/mo
ReviewA person reads it with you: written Briefing, 30 minute call, one module
$1,250/mo
PartnerA standing analyst: Board and Lender pack, Plan module, 4 hours of analysis
$2,500/mo
Beyond the monthly review
For clients and non-clients alikeConsulting
A focused look at one question in your business, answered from your own numbers.
- Pricing and margin review
- Customer and product profitability
- Cash and receivables health check
- Next year's plan and forecast
$175 an hour, or a fixed quote
Custom builds
Reports and tools beyond the standard modules, built in the same design.
- New pages for your questions
- Other systems, not only QuickBooks
- AI tools built on your data
$175 an hour, or a fixed quote
Board and Lender pack
Your Business Review as a print-ready PDF for a board, bank or investor.
- The same pages, laid out for print
- Every figure tied to your books
- Included in Partner
$750 a quarter
AI-generated presenter
About Jesse
I have been on your side of the counter
Fifteen years in industrial distribution taught me what owners actually need from their numbers: not more charts, but a clear answer on a Monday morning. I read every Briefing myself.
Industrial distribution15+ years, including 5 sourcing across China and Asia
US Army Military Intelligence5 years, joined at 29, 2 of them leading a team at NSA
SygnifyAnalysis for owners, built on their own books
What to do
Start with one month of your own numbers
Send me a note. I reply to every email myself.
JesseSawyer@sygnify.io