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Deliverables · Client Dashboard

Your numbers.
One link. No spreadsheet.

Cash on hand, tax owed, how you compare, and something you can actually ask questions of. Updated from books that are already closed.

See Your Numbers Today
55+ creators and agencies trust us with their finances.
Sample dashboard. Real client numbers stay private.
The difference

What it replaces.

The old way

Asking, waiting, guessing

Emailing your accountant to ask where you stand
A PDF in March about a year that already ended
Three tabs open trying to work out your margin
Finding out about the tax bill when it is due
With the dashboard

Just looking

Open a link and see today's cash
Tax owed, with the date it is due
Margin and benchmarks, already calculated
Ask a question at 11pm and get an answer
The difference

Four things it tells you.

01

Where the cash actually is

Across every account, today, not at the last month end. Plus what came in, what went out, and what you kept.

02

What you owe, before it is due

Estimated tax with the payment date attached, so a quarterly bill is a diary entry rather than a shock.

03

How you compare

Your margin, ad spend, owner pay and runway against businesses your size. Most firms never show a client this.

04

Something you can ask

A CFO chat that answers from your closed books, not the internet. What were my top five expenses, what do I owe, how is cash trending.

Proof

Built on closed books.

Nothing on the dashboard is a projection dressed up as a fact. If the month is not closed, it says so.

Sample dashboard. Real client numbers stay private.

Stop asking where you stand.

Book a call. We will show you the real thing, with sample numbers, and tell you what it takes to have yours.

See Your Numbers Today
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