Demo
Consulting Agency
Design example only. Your website will be fully custom-built around your brand and free from template limitations.

Financial Overview

Track your income, expenses, and profitability

Total Income

$186,000

Total Expenses

$42,800

Net Profit

$143,200

Growth

+16.8%

Monthly Cashflow
Income by Category
Advisory Retainers$72,000
Operations Engagements$50,000
Growth Strategy$28,000
Strategic Planning Offsites$24,000
M&A Due Diligence$12,000
Recent Transactions
DescriptionCategoryDateAmount
Advisory Retainer - Apex VenturesAdvisory RetainersFeb 7, 2026+$12,000
Senior Analyst - Contract PaymentSubcontractorsFeb 6, 2026-$3,200
Operations Engagement - TrueNorth HealthOperations EngagementsFeb 4, 2026+$8,500
Business Class Flight - Client MeetingTravelFeb 3, 2026-$1,450
Growth Strategy - Beacon LabsGrowth StrategyFeb 1, 2026+$7,000
Salesforce CRM SubscriptionSoftwareJan 30, 2026-$300
Strategic Offsite - Meridian GroupStrategic Planning OffsitesJan 28, 2026+$6,000
LinkedIn Premium + AdsMarketingJan 25, 2026-$580