flowlora

Financial Reporting Setup

You can’t grow what you can’t measure.
Our Financial Reporting Setup service provides a fully integrated, customized reporting structure to help you track your business’s true financial health. We connect your Shopify store, accounting software (QuickBooks/Xero), marketing platforms, and bank accounts into a unified system that gives you clarity on profitability, cash flow, expense categories, gross/net margin, and more.

Whether for internal insight or investor readiness, we build dashboards and automated report templates tailored to your business structure and growth goals.
Because smart business is measured business.

Essentials

Perfect for stores needing baseline visibility.

Shopify sales + payout reports integration
Cost of Goods Sold (COGS) structure for profit tracking
Expense summary (apps, shipping, payment fees)
Monthly income statement (P&L) template
1 feedback round + PDF reporting checklist

Professional

Ideal for brands managing budgets, payroll, and multiple cost centers.

Everything in Essentials, plus:
Integration with QuickBooks or Xero for full ledger syncing
Monthly/quarterly cash flow report setup
Gross margin & ROI by product/category
Budget vs actual performance reporting
Notion-based financial dashboard + close-out checklist

Enterprise

For larger or investor-facing businesses needing audit-ready records.

Everything in Professional, plus:
Multi-country currency conversion reporting
Marketplace/wholesale revenue splits
Forecast vs actual financial variance model
Automated board/investor summary report (slide-ready)
14-day report training + compliance format alignment

Service Plans:

Essentials Professional Enterprise

Product variants:

Regular price: $580.00
Sale price: $580.00
Regular price

Tax included.

Only 8 Slot(s) Left

Expert Consultation

All-In Solutions

Timely Support

Flexible Options

Professional Expertise

Happy Assurance

Focus on Efficiency & Growth

Unlock Key Benefits & Accelerate Your Growth

Save Valuable Time

Delegate complex tasks to our experts and free up your internal resources to focus on core business activities.

Increase Efficiency

Streamline your operations with optimized processes and reliable solutions, reducing manual effort and potential errors.

Drive Sustainable Growth

Leverage our expertise to enhance your store's performance, improve customer experience, and unlock new revenue opportunities.

Gain Peace of Mind

Rest assured knowing your Shopify store is managed and supported by certified professionals, minimizing risks and downtime.

Getting Started is Simple & Secure

Our Streamlined Process

Select Your Plan

Choose the service plan above that best aligns with your current needs and business goals.

Complete Secure Checkout

Easily finalize your service activation through our secure and encrypted payment gateway.

Grant Store Access via Shopify Partner

You'll receive an official request through Shopify to grant us secure, limited access to the necessary areas of your store. No password sharing is ever required, ensuring your store's security.

Work Commences Promptly

Once access is confirmed, our expert team immediately begins working on your request or implementing the service according to the agreed-upon scope and timeline.

Track Progress in Real-Time

Stay informed every step of the way. You'll receive access to our client CRM portal where you can monitor the status and progress of your tasks.

Receive Your Detailed Report

Upon completion, you will receive a comprehensive report detailing the work performed, key findings, results achieved, and any recommendations for future actions.

Resolution & Confirmation

We will notify you as soon as the service is completed or the issue is fully resolved to your satisfaction.

Trusted By Businesses Like Yours

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