Monthly Project Snapshot
Project Budget Overview
Project Budget Overview is an add-on to your monthly bookkeeping that gives you clear, project-level visibility after each month-end close. We compare your approved project budgets to invoicing and payments so you can instantly see what’s billed, what’s collected, what’s unbilled, and what budget remains.
This service includes:
• Budget vs invoiced vs collected tracking by project
• Billed, unbilled, and remaining budget totals
• Flags for overages and budget variances
• A concise monthly summary showing where each project stands
What You Can Expect
More Services
Additional support designed to keep your finances accurate, organized, and tax-ready.