My Financials

Your small business faces unique financial hurdles to grow and prosper. As your trusted business advisor, we provide you instant access to your financial at your fingertips.

With real-time financial insights, you will be able to run your business worry free, and become more profitable and efficient. The My Financials app tells you what you really want to know, right from your smart phone, tablet, and desktop.

With this you will have access to
• Pay Myself: See how much you can pay yourself each month
• Quickly see your Cash on Hand and Revenue
• Instantly message your advisor
• Set and monitor financial notifications and alerts
• Set and track goals, like increasing cash reserves or saving for a new car
• Easily monitor your EBITDA
• Monitor your budget vs. actual spending
• And more!