More often than not, clients are in business to do their passion, not run the finances. Obviously that creates the need for a Fractional CFO, but it also creates a need for financial conversations to be easy to go through where the client can quickly understand the situation and see things visually, instead of numbers on an income statement.
With the need for visuals to simply the conversation, that comes with a lot of number gathering and potentially time-consuming activities that neither you nor your client should be doing. Hence the dashboard with automated updates! It makes conversations easy and productive while also removing the manual data gathering piece of the puzzle!
CFO Analytics Dashboard
When working with a client, you don’t want to have to spend a large chunk of time explaining the numbers on the income statement and what they represent in terms of growth. The easiest way to get that message across quickly is to put everything into a dashboard with indicators of performance.
From something like the image below, anyone, financially savvy or not, can easily see the whole picture and you can jump right into the conversation about strategy, forecasting, or whatever other high-value topics you discuss. Let the dashboard do the explaining, and you handle the forward-looking conversation.
CFO Business Analytics
We know that there is a lot more that can go on behind the scenes outside of a simple QuickBooks data pull to feed a dashboard. For those pieces, where you used to rely on your analyst in your previous job, that analytical work normally falls on you. CFO data analytics? A whole lot of value in data analytics, but should not be in the hands of the CFO. Let an analyst handle that piece too.
With our Fractional Analyst service, you can run the meetings, define the strategy, and not have to do any of the data digging or analysis that isn’t a part of your job description. Leave that to us as the analysts at your disposal!
CFO KPI Dashboard - Step Ahead of your Competition
Have a Custom Solution for your Clients
Having a custom KPI dashboard fit for your CFO practice will make a big difference in your conversations with your clients. The most important KPIs to your client displayed prominently in your dashboard, with several supporting views and metrics will make your conversations significantly more productive and more tailored to their situation.
Don't Waste Time with Manual Updates
Other than forecasting your client’s financials, there shouldn’t be any manual updating on your end. All of the data that you are going to be looking at, presenting, and working through should be coming directly from the accounting software you use with no middle man. Whether it’s income statement line items, AP/AR, Cash on Hand, etc. manual updating is not a good use of your time. Go automated and spend your time on high-value items.
Advise, don't Analyze
We would never say that the analysis portion of the work isn’t important, it’s very important! However, for folks with your skillset, advising and creating strategies is the high-value work that your clients bring you on for. Bring Pineapple on as an Analyst to handle the data digging, modeling, and Excel tool building! You direct, we analyze, then you advise.
Financial Dashboards for CFOs: Why Work with Pineapple
Not only will we help you take a step ahead of your competition with custom financial dashboards, or QuickBooks Online financial dashboards and ongoing analytics, we also have a strong financial background so we’ll be talking the same language.
Our history is in financial services and some say we are relationship people first, finance people second, and data people third. The combination of all of that leads us to be great partners to Fractional CFOs, CPAs or anyone who is looking for efficient ways to help their clients in a big way.
We also offer customizable packages that make sense for your business model.
For example, if you are in the financial world (CPAs, bookkeepers, business coaches, etc.) we can build one dashboard that you can use for all of your clients! That way you have a custom, yet constant, view of all of your clients' performance and they all have specific dashboards with their data! Want to learn more? Check it out here.
CFO Dashboard Plans
Choose one of our CFO dashboard plans and grow your firm.
Web-based or Excel-based dashboard, custom KPIs, custom visuals, custom data input set up, single dashboard view
Web-based or Excel-based dashboard, custom KPIs, custom visuals, automated data flow, multiple dashboard views