Weekly Financial Intelligence

You ran your business this week. Here's what your numbers actually mean.

OwnerBrief connects to QuickBooks and delivers a plain-English financial brief every Monday morning — the insights your reports show you but never explain.

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Sample Brief

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Owner Brief

Argon Marketing

Week of April 7, 2025

The Headline This Month

You had your best revenue quarter in 18 months. You should feel better about it than you do.

What the Numbers Actually Say

April gross revenue hit $171,400 — up 11% from March and tracking ahead of your $2M annual run rate. On paper, strong.

But your effective hourly rate dropped to $187 from $212 in February. You're delivering more hours to earn roughly the same margin. The work is growing. The profitability per hour isn't keeping pace.

One client — Meridian Group — represents $58,200 of this month's revenue. That's 34% of your April billings from a single relationship. If that engagement pauses, your May looks like a completely different business.

Your accounts receivable has two accounts sitting past 45 days — combined $31,800 outstanding. Neither is at crisis level today. Both become a payroll conversation if they slip another 30 days.

The One Thing Worth Your Attention This Week

Schedule a scope review on your three largest retainers before May 1st. Your delivery hours are up 18% quarter-over-quarter. Your retainer pricing hasn't moved. That gap is where your margin is going.

Next 30 Days
  • Meridian Group contract renewal is in window — this is your pricing leverage moment
  • Two AR accounts need a nudge this week, not next month
  • April payroll clears comfortably — cash position is healthy at $94,200

Connected to QuickBooks · Generated April 7, 2025

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How it works

Three steps. No accountant required.

01

Connect QuickBooks

One-time read-only OAuth connection. We never touch your data, move money, or store credentials.

02

We do the reading

Every week, OwnerBrief pulls your numbers, finds the patterns that matter, and writes your brief.

03

You get smarter on Monday

Your brief arrives Sunday night. By the time your week starts, you already know what needs your attention.

Pricing

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$49/ month
  • Weekly brief delivered every Sunday night
  • Connected directly to your QuickBooks
  • Plain-English insights — no accounting background needed
  • Cancel anytime
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