Pet care business reporting and bookkeeping: Understanding the numbers that drive growth

Running a successful pet care business requires more than providing exceptional care. It also means understanding the financial health of your business so you can make confident decisions about hiring, pricing, marketing, and long-term growth.

In this webinar, PetPocketbook Marketing Lead Nicole Gagnon is joined by Ann Marie, founder of Tiny Paws Bookkeeping and a former pet sitting business owner, to break down the reports and key performance indicators (KPIs) every pet care business owner should understand. Together, they walk through how to use PetPocketbook's reporting dashboard alongside bookkeeping best practices to gain a clearer picture of your business performance.

The session begins with a tour of PetPocketbook's reporting features, including Sales Trends, Staff Reports, Financials, Client Reports, Payouts, and Taxes. Nicole explains how each report can help identify seasonal trends, forecast staffing needs, monitor client growth, reconcile payments, and simplify tax preparation. She also shares practical tips for exporting reports, working with bookkeepers, and using the QuickBooks integration to streamline financial management.

Ann Marie then dives deeper into the financial metrics that help business owners move beyond simply tracking revenue. She explains how to calculate and interpret KPIs like revenue growth, profit margin, labor margin, customer acquisition cost, and customer lifetime value, while also discussing how those numbers can guide pricing decisions, marketing investments, hiring plans, and service expansion. Throughout the webinar, she emphasizes that every business is different, and that KPIs should be used to support thoughtful decision-making rather than compare yourself to others.

Whether you're a solo pet sitter managing your own books or leading a growing team, this webinar provides practical guidance for understanding your numbers and using them to build a healthier, more profitable business.

In this webinar, you'll learn

• How to use PetPocketbook's reporting dashboard to monitor business performance.
• The difference between Sales Trends, Financials, Staff, Client, Payout, and Tax reports.
• Which key performance indicators (KPIs) matter most for pet care businesses.
• How to calculate revenue growth, profit margin, and labor margin.
• How customer acquisition cost and customer lifetime value influence marketing decisions.
• Tips for organizing bookkeeping and preparing for tax season.
• How the PetPocketbook QuickBooks integration can save time.
• Ways to use business data to make smarter decisions about hiring, pricing, and growth.

Watch the webinar

Watch the full webinar below to learn how to turn your business reports into meaningful insights that help you make smarter financial decisions, improve profitability, and plan for sustainable growth.

Suggested timestamps

• 0:00 – Introduction and agenda
• 2:20 – Meet Ann Marie from Tiny Paws Bookkeeping
• 3:55 – Overview of PetPocketbook's reporting dashboard
• 5:00 – Sales Trends report
• 7:00 – Staff reports and labor forecasting
• 7:45 – Financial reports and bookkeeping tips
• 9:55 – Client reports and tracking growth
• 12:35 – Payouts, taxes, and QuickBooks integration
• 17:20 – Why bookkeeping matters
• 21:50 – Understanding key performance indicators (KPIs)
• 24:00 – Revenue growth explained
• 28:20 – Profit margin
• 32:20 – Labor margin
• 38:00 – Customer acquisition cost
• 43:20 – Customer lifetime value
• 50:00 – Live Q&A on bookkeeping, hiring, payroll, refunds, and financial planning