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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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Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Xero

Live Data

LiveFlow

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.

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.

Who can this template help?

Finance departments and service providers requiring regular client communication

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.

Use cases

Facilitates the generation of monthly financial reports for clients, supporting consistent and transparent financial communication and enhancing client relationships.
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Learn how to set up this template with this video

Get started in 3 simple steps

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1. Request access

Book a demo of the template below to see the magic
Watch in action

2. Connect LiveFlow

Connect to LiveFlow to import live data to your model.
Integrate easily
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3. Customize it

Customize the template into anything you like.
See how it works

Want some help getting the template up and running?

Book a demo

Give the template superpower with live data from LiveFlow

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week
Book a demo

Frequently Asked Questions

How do I get access to this template?

Simply click or tap the "Get the template now" button at the top of this page and fill out the form to gain access to this spreadsheet template.

Are these spreadsheet templates compatible with both Sheets and Excel?

These templates are compatible with both Google Sheets and Microsoft Excel. No specific version of Excel is required, but using a recent version is generally recommended for the best experience and full feature support.

How can I sync my QuickBooks Online data to this spreadsheet template?

By default, you will need to export your QuickBooks Online data into this spreadsheet template manually.

However, if you would like to sync your QuickBooks Online data to this spreadsheet and create a live, impactful dashboard that you can share with clients or stakeholders in just minutes, schedule a walkthrough of the LiveFlow platform with a member of our team. We can help you breeze through your reporting in record time.

Are there any resources available to learn how to use these templates effectively?

LiveFlow has a comprehensive set of Google Sheets, Microsoft Excel, and QuickBooks Online articles that can help you upgrade your spreadsheet skills.

If you want to go the extra mile, we have a free certificate course called LiveFlow Academy aimed at improving your spreadsheet skills from basic to advanced.

Frequently Asked Questions

How can I gain access to a premium template?

Premium templates are available at a one-time fee. Choose a premium template and book a demo to learn more.

Who built this template?

The template is created by LiveFlow - LiveFlow is a software platform that helps businesses to automate financial workflows and manage their finances with ease.

How long can I access premium templates for?

You will gain unlimited access to a premium template without any time restrictions.

Can I get help if I need it?

Yes! You can book a call with us for implementation support or email us if you need help.

Supercharge your financial reporting today

See LiveFlow in action and discover how to streamline your workflows.




















































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.

>
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form. Please try again!
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

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

LIVEFLOW ON AIR
Live Icon

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?

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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

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week

Frequently Asked Questions
How do I get access to this template?
FAQ ICON
Are these spreadsheet templates compatible with both Sheets and Excel?
FAQ ICON
How can I sync my QuickBooks Online data to this spreadsheet template?
FAQ ICON
Are there any resources available to learn how to use these templates effectively?
FAQ ICON
Frequently Asked Questions
How can I gain access to a premium template?
FAQ ICON
Who built this template?
FAQ ICON
How long can I access premium templates for?
FAQ ICON
Can I get help if I need it?
FAQ ICON