Dashboard Overview
Loading…
| Date | Type | Description | Account | Amount | |
|---|---|---|---|---|---|
| Loading activity… | |||||
| Date | Type | Description | Amount | Balance | |
|---|---|---|---|---|---|
| Loading… | |||||
| Document | Status | Date | Download |
|---|---|---|---|
| Loading documents… | |||
Projections & Planning
Set your revenue targets and expense budgets. We'll compare them against your real QuickBooks data.
| Month | Revenue | Expenses | Net Cash Flow | Ending Cash |
|---|---|---|---|---|
| Save your plan above to generate a projection. | ||||
Financial Reports
Monthly and quarterly financial data for your review.
| Period | Cash Position | Revenue | Expenses | Net Income | Source | Download |
|---|---|---|---|---|---|---|
| Loading reports… | ||||||
Profit & Loss Statement
Income statement showing revenue, costs, and net income.
| Period | Revenue | COGS | Gross Profit | OpEx | Net Income |
|---|---|---|---|---|---|
| Loading… | |||||
Balance Sheet
Snapshot of assets, liabilities, and equity from QuickBooks. Select a period.
| Period | Cash | Receivables | Total Assets | Payables | Equity |
|---|---|---|---|---|---|
| Loading… | |||||
Cash Flow
Bi-weekly · Actual from QuickBooks · Budget from your Projections plan
Documents
All your financial documents, organized and accessible.
| Document | Category | Status | Size | Date | Download |
|---|---|---|---|---|---|
| Loading documents… | |||||
Send files to your advisor — signed agreements, receipts, tax documents, or anything else. Accepted: PDF, XLSX, DOCX, CSV, images (max 20 MB).
Invoices
Billing history and outstanding invoices.
| Invoice | Description | Amount | Due Date | Status | |
|---|---|---|---|---|---|
| Loading invoices… | |||||
Messages
Your conversations with the CNSVCS team.
Requests for Info
Flag transactions and ask your advisor questions. Track responses in real time.
| Transaction | Account | Date | Amount | Question | Status |
|---|---|---|---|---|---|
| No requests yet. Flag a transaction from the Bank Feed to get started. | |||||
Select a request to view the thread
Settings
Manage your portal preferences and account details.
These are the devices currently signed into your account. Revoke any session you don't recognize.
Submitting a cancellation request will notify the CNSVCS team. Your account will not be deleted immediately — a team member will reach out to confirm and handle your offboarding.
Download a complete copy of all data CNSVCS holds on your account — profile, financial snapshots, messages, transactions, and activity — as a JSON file.
Support
Having a technical issue? Open a ticket and we'll get back to you.
| Subject | Priority | Status | Replies | Last Updated |
|---|---|---|---|---|
| Loading tickets… | ||||
Membership
Your CNSVCS engagement — estimates, pipeline & active projects
No active projects yet
Projects
Estimate → SOW → Project — tasks, budget & time tracking
No projects yet
Create an estimate above to get started