As trusted advisors, we customize our support to meet your needs.
Our Process.
1. Introductory Call
At Dashboard, our work starts with a simple phone call. Every prospect speaks with a member of our leadership team. We learn about your entrepreneurial journey, introduce you to Team Dash, and why we may be a good fit to support you in your business' growth.
2. Discovery Session
In this session, we begin to understand the pain points and critical needs of your business. You will also meet a few of our team members as we determine what industry-specific challenges you’re facing and where improvements can be made to your financial operations.
3. Assessment
Next, we conduct a hands-on assessment of your current accounting system, dive into your financial records, and look at how you’re using accounting technology.
4. Next Steps & Recommendations
Finally, we present our findings on how to improve your finance and accounting systems so you can breathe a sigh of relief.
Our services start with assessing where your business is at. From there, we use data to understand the bigger picture and design an accounting plan anchored around your business goals.
Services
+ CFO Services
Quantum leap your business forward. Our CFO services set the standard for complete financial oversight that manages cash flow, fixes profit leaks, builds KPI dashboards, and instills fiscal discipline to drive business growth.
+ Controller Services
Holistic financial oversight and meticulous reporting orient your business toward success. A financial controller ensures each moving part of your accounting system is operating smoothly, so you have transparent insight into how your business is doing.
+ Bookkeeping Services
Anything and everything related to tracking your sales expenses and daily transactions. A great bookkeeping system provides the essential reports to run your business––plus, you’ll be tax-ready at the end of the year.
+ Accounting Technology Advisory
The options are endless when it comes to accounting technology. It’s our job––and genuine joy––to critically sift through each and every platform to know what works and what doesn’t. Whether you’re a thriving eCommerce business or a burgeoning entrepreneur, we can advise you on which technology is the best fit for your company, coordinate with vendors to ensure proper setup, and evaluate automation solutions.
+ Dashboard as a Service ™
This monthly subscription service provides access to customized KPI dashboards with the right data to inform your business strategy. Once we’ve set your dashboard up, you’ll receive simple monthly guidance on how to leverage your dashboard to grow your business.
+ Fix Your Books 911
When your business records are in total disarray, it can be impossible to see what’s really going on. Our expert team of bookkeepers identifies what needs to be fixed to ensure that your books are not only repaired but ready for growth. Issues are located quickly and data is repaired to get you back in full control of your business.
+ Bookkeeping & QuickBooks® Training
Looking to migrate your accounting system to the cloud? Skip the confusion of introducing new accounting software to your team and we’ll walk you through the setup process, best practices, and how to get the most out of any new platform.
Let’s chat.
Whether you’re looking for day-to-day bookkeeping support or need a monthly meeting with a small business CFO, we’re here to help!
Please complete the form to the right and one of our team members will be in touch shortly.