Financial Dashboard Partnership

Built for accounting firms, CPA practices, bookkeeping firms, and business brokers.

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A monthly financial dashboard your clients understand — delivered by us, branded as part of your service.

​How it works:

​You refer the client. I do the work. You earn a recurring revenue share every month. Zero operational lift on your side. Fully scalable whether you send one client or fifty.

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Why it works:

​Most accounting systems don't have dashboards setup  because for many ERP systems it is a complicated task to set up. Mine are backed by 20+ years of hands-on financial judgment — real variance analysis, real context, real answers when a client asks "so what does this mean?"

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That experienced analysis is what protects your client relationship and reflects well on your firm.

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What your firm gets:

• Recurring revenue share on every client, every month

• A polished client experience under your firm's umbrella

• No added workload for your team

• Scales with you — one client or fifty

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Let's talk about how this fits your client base.

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Add-On: Fractional Controller Support

​Need more than the dashboard? Firms can add Controller-level support for clients who need hands-on financial leadership:

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Cleanups · Financial reporting & variance analysis · Budgeting & forecasting · Accounting technology & automation (Quickbooks, Acumatica, NetSuite, Yardi, Cinc Systems (for HOA accounting), Bill.com, FloQast) · Full-service accounting

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You scope it - we deliver it

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Client Direct Services

​Not a firm? I also work directly with startups and growth-stage businesses like Social Media Influencers that need a Money Coach providing financial leadership that grows with you.

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Let's Talk

 

​Coffee or Virtual Coffee

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