Name: LiveFlow
Brand: LiveFlow
Rating: 5.0 (250 reviews)

Template description

This template enables the efficient preparation of monthly financial reports for clients, showcasing financial performance, trends, and key metrics. Designed for use with Google Sheets and Excel, it's essential for accountants and financial advisors seeking to provide value-added services. Integration with LiveFlow ensures that the template is always populated with the latest financial data from QuickBooks Online, facilitating consistent and valuable client reporting.

Key features

Provides a template for monthly financial reporting to clients, including performance metrics, financial statements, and analysis.
Enhances client satisfaction with regular, detailed financial updates.
Supports accounting services with streamlined, consistent report generation.

Who can this template help?

Finance departments and service providers requiring regular client communication

Use cases

Facilitates the generation of monthly financial reports for clients, supporting consistent and transparent financial communication and enhancing client relationships.

Get started in 3 simple steps

1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

Connect to LiveFlow

3. Customize it

Customize the template into anything you like.

See how

Frequently Asked Questions

QuickBooks Monthly Client Reporting Template for Google Sheets & Excel

What are premium templates?

Learn how to set up this template in the video below

Template description

Key features

Who can this template help?

Use cases

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