Premium Template

Monthly Client Reporting Template for Google Sheets & Excel

Dashboard showing an overview of financials, budgets and actuals, along with built in logic for calculating owner's pay and taxes.

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QuickBooks Monthly Client Reporting Template

What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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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.

Want some help getting the template up and running?

Book a demo

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Get started in 3 simple steps

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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.

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3. Customize it

Customize the template into anything you like.

See how

Give the template superpower with live data from LiveFlow

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Frequently Asked Questions
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