Executive reports
Executive reports, without the executive price.
Board-room quality reports, built for your business. A monthly Executive Briefing on your financials, and a Tax Strategy Review that shows exactly where your savings come from. Our technology makes them part of your plan, not an expensive extra.
Report 01 · Every month
The Executive Briefing
Your financials, the way an executive team sees them: what happened this month, why, and where you stand. Click any page to look closer.
- Your month in briefRevenue, profit, margin, and cash, with a plain-English note from your strategist.
- Trends you can seeRevenue, profit, and margin charted month by month.
- A scorecard that mattersMarketing return, team costs, owner pay, and months of cash on hand.
- Every line, every monthA full profit and loss, side by side all year.
- Where every dollar wentBalance sheet, spending breakdown, and your top vendors.
Report 02 · Your tax plan
The Tax Strategy Review
Your returns, turned into a clear plan: which strategies fit, what each one is worth, and exactly how every dollar of savings adds up.
- Your savings, up frontThe estimated tax saved each year, on page two.
- A strategy scorecardWhat’s in your plan now and what’s worth exploring next.
- The math behind every strategyFederal, Oklahoma, payroll, and business taxes, each shown on its own line.
- Built from your real returnsNot a template. Every figure comes from your numbers.
- Clear next stepsThe questions we need answered to lock in the plan.
Sample reports. All names and figures are fictitious and do not represent any client. Estimates are illustrative and not a promise of results. Tax law may change, which may change calculations slightly.
Free strategy finder
Find the tax strategies that fit you.
Answer six quick questions and see which of our 46 strategies may fit your business and your goals. About a minute, and your answers stay in your browser.
Find my strategies →Free tax calculators
What could a strategy save you?
- S corp
- Solo 401(k)
- Augusta Rule
- Hiring your kids
- Oklahoma PTE