Bookkeeping Dashboard
This month: Mar 1, 2026 – Mar 31, 2026
P&L (This Month)
Based on approved/estimated/invoiced time entries.
Revenue
$268,404
Internal Cost
$85,105
Gross Profit
$183,299
Most Recent Timekeeper Activity
Last 10 entries this month.
| Date | Timekeeper | Client | Hours | Amount |
|---|---|---|---|---|
| No activity recorded yet. | ||||
Clients Over Budget (This Month)
Budget vs billable labor.
| Client | Budget | Spent | % |
|---|---|---|---|
| Kats Law | $1,400.00 | $600.00 | 105% |
| My Ortho | $1,200.00 | $200.00 | 109% |
Clients Close to Budget (This Month)
80%–99% used.
| Client | Budget | Spent | % |
|---|---|---|---|
| Brooks Auto Repair | $800.00 | $680.00 | 85% |
| Patel Dental Group | $900.00 | $820.00 | 92% |
| Reed Consulting LLC | $700.00 | $290.00 | 97% |
Most Profitable Customers (This Month)
Profit = spent − internal cost.
| Client | Revenue | Cost | Profit |
|---|---|---|---|
| No profitability data yet. | |||
Least Profitable Customers (This Month)
Watch these accounts closely.
| Client | Revenue | Cost | Profit |
|---|---|---|---|
| No profitability data yet. | |||