Financial clean-up & reporting
Get the books, owner balances and cash position straight, then keep them that way.
- Sales, expense and cash-flow reporting
- Owner draws, loans and money-owed tracking
- Monthly close checklist your team can follow
HKAP Consulting cleans up the books, maps the operation, and turns scattered data into live dashboards your owners, managers and employees can read in seconds.
Six months of raw sales and expense data. The problems are in there, highlighted, if you know where to look.
Most growing businesses don't need another tool. They need someone to sort out what's happening with the money and the workflow, then give everyone one clear place to see it.
Get the books, owner balances and cash position straight, then keep them that way.
Map who does what, where work gets stuck, and write the process down so it runs without you.
Your own private web application with secure logins, built around the data and systems you already have.
Track deals from lead to close and pay reps accurately without manual month-end reconciliation.
Know what each unit, batch or job actually costs and where the margin goes.
A standing partner for owners who want a finance and operations lead without a full-time hire.
Every dashboard is built for one business and its people. A few of the kinds we've delivered are below; client names stay private.
Figures shown are sample data for illustration.
Each platform is a private, secure web application designed around your organization's structure and workflows.
Permissions tailored to each role. Leadership has full visibility and control; employees see only the records relevant to their work.
Users join by invitation and set their own credentials. Access can be revoked instantly.
Changes sync across every device within seconds, so your whole team works from the same numbers.
Your database is provisioned under your organization's own account. Your records remain yours.
You see and approve a working preview before anything goes live, so there are no surprises on launch day.
Tell us how the business runs today and what keeps you up at night about the numbers.
We review your books, data and workflows and deliver a clear findings report with recommendations.
We build your dashboard as a working preview. You click through it and request changes.
Your data moves in, logins go out, and we walk your team through it.
New views, new reports and monthly reviews as the business grows.
We partner with founders and leadership teams whose reporting and operations have outgrown the tools they started with.
Tired of paying for overpriced software you only half use? We build a platform designed around your business, at a fraction of the cost of enterprise subscriptions, and you own it.
Get a quoteStrategy and implementation from the same team. Your dashboards are accurate because the financial structure behind them is sound.
Clear, at-a-glance reporting for owners and teams, with no technical training required.
Ownership stakes, loans, draws and profit splits are tracked transparently, so every partner works from the same numbers.
Every business is scoped individually after the free consultation, with a fixed quote before work begins.
For owners who want a clear picture before committing to a build.
For businesses ready to consolidate their data into one live platform.
For owners who want a finance and operations lead on call.
Don't see yours? Ask it on the free call.
Yes. We import data from your existing systems and files while your team transitions, then move day-to-day entry into the platform once everyone is comfortable.
You decide. Typical setups give owners full access, managers the ability to edit and approve, and reps a view of only their own records.
Yes. Every dashboard works in a phone browser, so reps in the field and owners on the go can check it anytime.
You do. The database and site are set up for your business, and your records never mix with another client's.
New reps, new products, a new partner: we update the dashboard. Many clients keep us on an ongoing plan for exactly this.
Yes. Plenty of engagements are clean-up, reporting and process work with no software at all.
Tell us a little about your business. We'll reply within one business day to set up a 30-minute call.

Your clients' dashboards and new business, at a glance.
Every app you've built for clients, one click away.
Consultation requests from the contact form. Each one is also emailed to you.
Your login and where website inquiries are sent.