This is Lucy's report before you pay for it
The Manager tier includes the Manager's Note: the periodic report Lucy writes about your LLC. We are not going to describe it, we are going to show it. This is a complete one built on a made-up company (ATLAS NÓMADA LLC) — the format is the real one, page by page.
Preview of the full report. The figures and the company are made up; the format, the sections and Lucy's voice are those of the real report you receive with Manager.
Real annual P&L
Revenue, expenses, margin and quarter-by-quarter trend. Cash collected, not invoiced.
Compliance on one page
Tax status, FBAR, registered agent. What a competitor keeps out of sight.
Governance with teeth
Decisions ratified, decisions vetoed, and the year's solvency tests.
Actionable insights
Verb + number + consequence. Not filler: things to do.