THE FINANCIAL HUB
Your whole business, in green, yellow, and red.
Your accounting system keeps the records. The Financial Hub turns them into a picture you can run the business from.
TRUST WHERE IT COUNTS
Our work spans nearly every industry
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Your system stays your system of record — we don’t replace it, we make it work harder: clean books, a close you can set your watch to, and numbers you can actually act on.
WHY WE BUILT IT
The reports were never the problem. Using them was.
After years of working with business owners, we kept running into the same wall: the reports your accounting system produces are almost never something you can run a business from. The numbers are in there. They’re just not in a form a busy owner can use.
So we built the Financial Hub. Every month we take an export from the accounting system you already use — QuickBooks, Xero, Sage, whatever it is — and turn it into one clean, visual picture of the business.
— It doesn’t replace your books. It sits on top of them.
— Your system stays the system of record. We just make it work harder.
— One page, every month. Where you’re strong, and where you’re soft.
IN OUR OWN WORDS
“We built the Financial Hub years before Tally & Stone was a company. It was what we needed to make our own financials genuinely useful — numbers we could actually make decisions from. We’re 20+ versions in now, shaped by the ideas and feedback of founders and owners who wanted the same thing we did: how do I use my numbers to build a better business?”
Chase Murdock
Co-Owner of Tally & Stone
HOW TO READ IT
Green, yellow, red. That’s the whole language.
Every number in the Financial Hub is scored against how the business is actually doing — so you can read the whole page in about a minute.
Green
You’re performing. Keep doing it.
Yellow
Keep an eye on it. A trend worth watching.
Red
It needs your attention now.
What you can see on it
— Every timeframe that matters, side by side — current month, quarter, year-to-date, trailing twelve months, and recent years in summary, each with year-over-year growth.
— How fast you’re actually growing.
— The trends worth watching — sales over time, marketing spend, technology spend, and payroll and labor as a percent of revenue.
— Your numbers in a form you can act on — the areas to lean into, and the ones to fix.
WHO IT’S FOR
Built for the owner who doesn’t love finance.
The Financial Hub is deliberately simple and clean. You shouldn’t need an accounting background to know how your business is doing.
— Included in most retainers — most of our clients get the Financial Hub as part of the monthly engagement.
— Works on top of your system — QuickBooks, Xero, Sage, NetSuite, FreshBooks and more.
— Built for decisions — the owners we work with use it to make the calls that build a better business.
FROM A CLIENT
“The Financial Hub has been a game changer. It lets us zoom out to spot broad trends, then drill into custom reporting that reveals the exact levers driving them.”
Daylen Stoutin
It’s the clearest proof of how we work. We’re not accountants who speak accounting — we’re business owners who speak to business owners, and the Financial Hub is what that looks like on a page.