If you offer multiple services—like Public Engagement, Concept Design, and Final Design—but lump them all together on your invoices, you’re flying blind when it comes to profitability.
Here’s the good news: Even with a QuickBooks Online Essentials plan, you can gain clarity.
How to do this:
- Set up each service you offer as a unique item under “Products & Services”
- Invoice each client/project accurately using those specific services
- Run a Profit and Loss by Product/Service report to see where your income is really coming from
The insight you gain is powerful:
You’ll price more strategically
You’ll stop offering low-ROI work
You’ll double down on what’s profitable
It’s a simple tweak, but it can completely change how you run your business.
Not sure how to set it up in QuickBooks? I help consultants get this clarity every day.
Book a free discovery call and let’s make your data work for you.