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Expense Analysis


(Yes, Really)

  • One page report with insights to help you save or re-allocate money

  • Top vendors over the last 6-12 months

  • Identify possible subscriptions that need to be canceled/reduced

  • Insight into your bookkeeping quality

  • Customized questions from one of our CFO's based on your data

  • Must have Quickbooks to be eligible

How DO I Get it?

Step 1. Go to the Reports page in Quickbooks Online & search for the "Expenses by Vendor Summary" report

Step 2. Adjust the time period to the last 12 months that you have data for. For example, if your books are updated through August '23 then use the date range 9/1/22 - 8/31/23

Step 3. In the Display Columns By dropdown menu, select "Month"

Step 4. Export report to Excel (see screenshot)

*If you have trouble pulling the data, please email*

Step 5. Complete the form below & upload the report

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What do I Get?

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