FRACTIONAL CFO FIRM
FINANCIAL MANAGEMENT DASHBOARD
You wouldn’t drive a car that had no speedometer, gas gauge, or check engine light, right?
Why drive your business without a dashboard showing you the most important money metrics for your company?
DO YOUR BUSINESS FINANCES KEEP YOU UP AT NIGHT?
Ever wish you had an EASY BUTTON for understanding your numbers?
What would change for your business if you had easy-to-understand, real-time access to the most important numbers in your business?
- More cash in the bank
- More profit on the books
- Better visibility in your company’s financial position
What would change for your business if you had easy-to-understand, real-time access to the most important numbers in your business?
- More confidence to make important decisions
- The ability to take action faster
- Fewer sleepless nights worrying about your company's financial position
No more waiting for complex financial statements that are hard to read and full of way too much information.
THE MOST SUCCESSFUL BUSINESS OWNERS HAVE A FINANCIAL DASHBOARD AT THEIR FINGERTIPS
TESTIMONIALS
“I couldn’t imagine living without the Financial Dashboard The Cash Flow CFO has built out for me. I look at it all the time!”
Angie Oven, Owner & CEO of The Bridal Gallery, Client of The Cash Flow CFO
“If you’re not in the habit of looking at your numbers and knowing where your business is at financially, not many of your other habits are going to matter.”
Kim Senecal, CEO and High-Performance Business Coach
“Financial statements can be complex and difficult to digest. The power of the dashboard is being able to view in real time the key performance indicators for your business so you can quickly and confidently make important decisions based on facts & data vs gut feel or best guesses.”
Founder and CEO of The Cash Flow CFO, Andrea Jenson
GET THE FINANCIAL CLARITY YOU DESERVE
Running a business is challenging enough without having to navigate through complex financial reports. Our Financial Dashboard simplifies everything, presenting the most important metrics first. Say goodbye to overwhelming data and hello to understanding your numbers at a glance.
YOUR KEY METRICS AT YOUR FINGERTIPS
As a CEO or business owner, you need to stay on top of your company’s performance. Our dashboard provides clear, actionable insights, helping you manage and monitor crucial metrics to keep your business on track. Make confident, data-driven decisions with ease.
MAKE INFORMED DECISIONS, FAST
Imagine having a tool that allows you to instantly check the financial health of your business. With our dashboard, vou’ll know exactly where vour resources are needed. enabling you to make critical spending or cost-cutting decisions quickly and effectively.
COMPREHENSIVE SETUP AND MONTHLY MAINTENANCE
The Cash Flow CFO team will handle everything from setup to maintenance of your Financial Management Dashboard, ensuring seamless integration with your QuickBooks account. Our comprehensive service includes:
• Initial Setup: We’ll connect your dashboard to QuickBooks, ensuring all
relevant data is accurately imported and displayed.
• Monthly Maintenance: Our team will keep your dashboard updated with live
data, ensuring your financial information remains current and accurate.
There is an initial setup cost, followed by a monthly maintenance fee to keep your dashboard up-to-date, providing real-time insights for effective business management.
UNDERSTANDING YOUR FINANCIAL POSITION AT A GLANCE ENSURES YOU AVOID COSTLY MISTAKES AND MAXIMIZE OPPORTUNITIES
THE SIX KEY NUMBERS WE MONITOR
Revenue, Expenses, and Profit: Quickly gauge your financial health
1
2
Cost of Goods Sold (COGS): Understand the direct costs of producing your goods or services
3
Revenue, Expenses, and Profit: Quickly gauge your financial health
Annual Revenue Goal: Track your progress toward yearly targets
4
Cash Position: Know your monthly burn rate and ensure sufficient cash reserves
5
Trailing Five-Month View: Monitor trends in revenue, expenses, and profit to help make data-based decisions
6
GET STARTED TODAY
ELEMINATE CONFUSION
Take control of your business finances with The Cash Flow CFO’s Financial Management Dashboard. Simplify your financial understanding so you can make strategic decisions that drive your business forward.
START WITH THE DASHBOARD, GROW WITH OUR SERVICES
The Financial Dashboard is your entry point into a suite of financial management services. Experience peace of mind with financial clarity, and explore our higher-level services, such as Fractional CFO offerings, to further optimize your business’s financial health.