1-Month Money-Back Guarantee
Reports by the 10th
No Contracts
Everything Your Business Needs.
One Simple Subscription.
Tax-Ready Every Month
Receipt Tracking
Bank & Credit Card Reconciliation
Year-End Package
Monthly P&L Statement
Balance Sheet
Cash Flow Statement
Executive Summary
Budget vs Actual Analysis
Cash Flow Performance
Profitability & Margin Analysis
Growth Projections & Forecasting
How It Works
Connect
We Handle Your Books
Reports & Analysis Delivered
Why Lyquid Finance
Exists
Lyquid Finance was founded after seeing the same problem at company after company — business owners not just with sloppy books but zero insight into what the numbers actually mean. We built this service to close that gap. Every report, every dashboard, and every analysis we deliver is designed to give you the clarity to make smarter decisions.
Financial Clarity Anytime
Your financial dashboard, reports, and analysis — updated monthly, accessible 24/7.
Access 24/7
Financial data available anytime, anywhere—keeping you informed and in control.
Customizable & Scalable
Customize dashboards effortlessly—scaling seamlessly as you grow.
.svg)
Financials
Your dashboard stays current as your books are updated.
Actionable Insights
Instantly spot key metrics and trends—so you can make smarter decisions, faster.
Analysis Designed to Scale
We break down complex financial data into clear, actionable insights — so every decision is backed by real numbers.
Know exactly where every dollar is going.
We compare your actuals to your plan every month and flag the gaps — so you can course-correct early instead of finding out at year-end.
See what's driving your margins up or down
We dig into your revenue lines and cost structure to pinpoint what's actually profitable and what's quietly draining your bottom line.
Find the spending that's eating your profit.
We break down your expenses by category and vendor to show you exactly where to cut and where to keep investing.
Never get blindsided by a slow month
We track every dollar in and out so you always know your cash position, your runway, and what's coming next.
Spot problems before they become expensive.
We run the numbers on different outcomes so you can weigh your options with clarity — not anxiety.
Plan your next move with real numbers.
We build rolling forecasts based on your actual performance so you can set targets, plan hires, and scale with confidence.
Discover the Perfect Plan for Your Company
Starting at
$897/month
Starting at
$1,597/month
Everything in Essential, plus:
Starting at
$2,597/month
Everything in Essential and Pro, plus:
$2,197/month
$3,997/month
Everything in Essential, plus:
$5,497/month
Everything in Essential and Pro, plus:
$3,197/month
$4,997/month
Everything in Essential, plus:
$6,997/month
Everything in Essential and Pro, plus:
No Contracts No Commitments
Lyquid Finance is 100% subscription-based. That means no long-term commitments, no cancellation fees, and no fine print to worry about. You're in control — scale up, pause, or cancel your plan anytime with zero friction.
We built it this way because we believe the only reason you should stay is because we're delivering real value every single month.
You’ll be billed month-to-month, with no long-term contracts or cancellation fees. You can pause or cancel your service anytime.
Stop Guessing
Start Knowing
.png)
Frequently Asked Questions
Start by selecting your monthly expense range — $0-$40K, $40K-$100K, or $100K-$200K. That sets your pricing tier. From there, choose your service level: Essential if you need clean books, clear reports, and a basic KPI snapshot. Pro if you need deeper analysis like budget vs actual, profitability breakdowns, and cash flow performance. Executive if you need scenario modeling, rolling forecasts, and same-day priority support. Not sure? Start with Essential. You can upgrade anytime with zero friction.
Yes. You can upgrade or downgrade your plan anytime. If your needs shift, we’ll help you make a seamless transition.
Absolutely. We generate the reports you need and organize your data so tax season is fast and simple.
A bookkeeper gives you clean books. That's it. No one tells you why your revenue is up but your cash isn't, or which clients are actually profitable, or where your margins are leaking. We do bookkeeping plus financial reporting plus real analysis — so you're not just organized, you're informed.
Small to medium sized businesses across industries — service businesses, agencies, e-commerce, restaurants, contractors, tech companies. If you have revenue coming in and need someone to make sense of the numbers, we're built for you.
The difference is we don't stop at clean books — we add the reporting and analysis layer that turns your financials into something you can actually use to make decisions. You can transition fully to us or keep your bookkeeper and add our reporting and analysis on top.
No. All plans are month-to-month. Use Lyquid Finance for as long as it brings value—no lock-in, ever.
Earn $250
in Credit for Every Referral
