Forum Discussion

maseaver's avatar
maseaver
New Member
14 hours ago

Financial Dashboarding

Hello! Thought I would share a useful tool our landscaping irrigation company started using recently.

I am one of the co-owners of our business and handle all the accounting. Being in the industry for a while, I have found that many small companies struggle making financially-informed business decisions. I think the cause is that business owners may feel lost when looking at their books/margins/KPIs. 

I recently stumbled upon a tool called Reach Reporting which does financial dashboarding. You can connect it to Quickbooks or other major accounting softwares. It pulls all relevant financial data from your books and then gives you the ability to create your own financial dashboard or even has templates already made. 

It has been incredibly helpful for us to see our financials beyond a Balance Sheet and P&L. It slices, dices, graphs, and plots anything you want it to. This has helped other owners or managers in our company who do not have a financial background to understand our financials more clearly than ever before. 

This is just one of many examples. 

Hope you find it useful!

accounts payable
accounts receivable
irrigation services
landscaping
profit margins

1 Reply

  • julie's avatar
    julie
    Jobber Community Team
    12 hours ago

    Hey maseaver, thanks so much for taking the time to share this super helpful breakdown.

    You’re absolutely right that a lot of owners feel overwhelmed when looking at their numbers. Really appreciate you including a real example of how you’re using it as well. 

    We also have a dedicated Green Industry Board here in the community. If you’d like, feel free to share this there as well since it could be especially relevant for other landscaping and irrigation pros!