Basic Template

Client Financial Reporting Template for Google Sheets

Client Financial Reporting Template for Google Sheets

Create the ultimate client month-end reporting package with this template that includes P&L, YoY & MoM Growth and Budget vs. Actuals reports.

Create the ultimate client month-end reporting package with this template that includes P&L, YoY & MoM Growth and Budget vs. Actuals reports.

Compatible with

Integrations

Live Data

Template Description

Designed to simplify financial reporting to clients, this template ensures clear, concise, and comprehensive financial statements. With compatibility for Google Sheets and Excel, it supports diverse operational needs. Integrating with LiveFlow not only streamlines the reporting process but also ensures the data is continuously updated from QuickBooks Online, enhancing client trust and satisfaction.

Who can this template help?

Accountants and finance teams in service-based businesses, such as marketing agencies

Use cases

Streamlines the creation of detailed financial reports for clients, enhancing transparency and trust.

Get Started in 3 Simple Steps

01

Request Access

Book a demo to unlock your Consolidation Benchmarking Template.

02

Connect LiveFlow

Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.

03

Customize It

Adjust the template to your exact reporting needs without breaking formulas.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

Create a free website with Framer, the website builder loved by startups, designers and agencies.