Finance Assistant

Team Business financial workspace

—Collected revenue

—Estimated net profit

—Outstanding

—Business costs

—Appointments

—Collection rate

—Average paid booking

—Estimated margin

Cash flow

Collected revenue compared with business costs.

Payment routing

RevenueCosts

Business insights

Plain-language signals from this reporting period.

Professional profit contribution

See what percentage each person brought in and how shared costs are allocated.

Whole Business

Professional	Appointments	Revenue	Revenue share	Allocated costs	Estimated profit	Profit contribution	Outstanding

Shared business costs are allocated according to each professional’s share of attributed revenue. Unassigned company revenue is included in company totals but not credited to a professional.

Add a business cost

Finance-authorized owners and managers can keep operating costs beside payment activity.

Financial activity

Payments, outstanding bookings, refunds, and business costs in one ledger.

Date	Type	Description	Professional	Status	Amount

Finance Assistant calendar

See collected revenue, outstanding value, and business costs by date.

SunMonTueWedThuFriSat

Financial access follows your Team Business role.

EZBookPlus financial reporting provides organizational estimates based on booking, payment, refund, and expense records. It is not accounting, tax, or legal advice.