The five numbers that actually run your organization.
A KPI dashboard shows the metrics that drive decisions, not everything you can measure.
What you get
- KPI dashboard and custom reporting
- Board-level dashboards
- Income trends and patterns in your revenue, monitored
- Clear insights, not raw data
- Owner-level reporting
Building and producing the dashboard is a Full Service deliverable. On Advisory, we interpret the dashboard your bookkeeper or system already produces — which numbers actually matter, what they're telling you, and what to do about them.
How it works
First 30 daysA Quick Wins Report — hidden risks, cash opportunities, control gaps. On either tier.
Monthly — or weeklyA 1-on-1 with your CFO: every month on Advisory, every week on Full Service. Not an account manager. Not a ticket queue.
Questions people ask
Frequently asked questions
- What does a fractional CFO actually do?
- Forecasts cash, finds margin, prepares you for boards and buyers, and answers the questions your bookkeeper can't.
- When do I get my financials?
- On Full Service, we produce them and they land by the 8th business day, every month. On Advisory, your bookkeeper produces them and we bring the analysis on top.