Help that knows your business
SMB keeps your numbers current, shows what your business is worth, and does the work you approve in the tools you already use.
Riverbend CoffeeIndianapolis · Monday, Sep 21· Indianapolis6 apps connected · checked at 6:04 AM
Bestimate
$566,000
+$56K since Januarythis year
Goal
Grow revenue by 20% this year
Up 10% so farGoal 20%
- Raise drink prices
- Start office catering
- Make catering monthly
SMB · 8:02 AM
Monthly invoices for 3 offices
A note to each office manager
01 · Know
Know what it’s worth.
Your Bestimate is a free estimate of your business’s value. It changes when your business does, and shows you why.A free Bestimate that changes when your business does, and shows you why.
How the Bestimate worksRiverbend Coffee· Coffee shop · Indianapolis· Coffee shopBestimate · Sep 20
$566,000
+$5K · Books caught up · from QuickBooks
02 · Track
Stay current without the busywork.
Connect the tools you already use. SMB reads what changed and shows how it moves your Bestimate and your goals.SMB reads what changed in your tools and flags what matters.
and 1,500+ more
Juniper Goods· Bloomington · this morning· Retail shopSquare · Yesterday’s store sales, $2,860Store sales, $2,860
Shopify · 18 online orders overnight18 online orders
QuickBooks · 2 supplier bills due Friday, $6402 supplier bills due Friday, $640
Gusto · Payroll ran, $6,240Payroll ran, $6,240
Mailchimp · Holiday preview email, 41% openedHoliday email, 41% opened
Gmail · Gift order request for 40 peopleGift order request for 40
03 · Plan
Pick a goal. Get a plan.
Tell SMB what you want. It looks at your numbers, shows what matters most, and prepares the first piece of work.
Goodwell Dental· Lafayette · Draft for your review· draft for your reviewReminders for overdue cleanings
A text and an email to patients who haven’t booked a cleaning in 9 months.A text and an email to patients who haven’t booked in 9 months.
| Patients overduePatients overdue | 340 | Your records |
|---|---|---|
| Likely bookingsLikely bookings | 60 | Estimate |
| Price of a cleaningPrice of a cleaning | $150 | Your price |
04 · Do
It does the work, with your OK.
SMB drafts the emails, the billing and the bookkeeping in your own tools. Nothing goes out until you approve it.Emails, billing and bookkeeping, drafted in your own tools. Nothing goes out until you approve it.
- Asks first. Every action waits for your OK.
- Works where you work. QuickBooks, Square, Gmail and more.
- Shows its work. What it did, where and when.
Fieldwork Plumbing· Plumbing · Fort Wayne· PlumbingOffer maintenance plans to last year’s water heater customers?
Draft a plan offer to 41 customers
Bill $19 a month for anyone who signs
Track plan income each month
Approved by Dana · 7:52 AMGmail · 41 offers waiting for you to send41 offers waiting for you to send
Stripe · $19 monthly plan ready to turn on$19 monthly plan ready to turn on
QuickBooks · Plan income category ready to addPlan income category ready to add
Ready. Send the offers and turn on the plan when you’re ready.05 · Together
Bring your people in.
Invite your accountant, advisor or a lead on your team into the plan. You choose what each person can see.Invite your accountant, advisor or a lead on your team. You choose what each person can see.
Find local help
Renew 40 fleet contracts· ForgeLine Auto
The 4% increase looks right. I’ll set the new rates up in QuickBooks.
Perfect. Go ahead.