The monthly review packet & business overview
Print-ready summaries for meetings, your accountant, or investors.
- Monthly Review Packet (Reports → Packet) — pick a month and print a clean summary of your health score, profit and loss, each business line, and money owed.
- Business Overview — a one-page snapshot of the whole business, great for meetings.
Tip: Press Print and choose Save as PDF to email it to someone.
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