Dashboards turn the data into real-time insights.

Curious what your numbers could be telling you? Let’s explore whether a Fractional CFO + custom dashboard is the right next move for your business.

Strategic finance, but make it visual. Our Fractional CFO with Dashboarding service combines high-level financial strategy with custom dashboards built from your real data — so you can stop guessing, start forecasting, and finally run your business by the numbers, not your bank balance.

Book a Call

Think of this as CFO-level thinking + a living, breathing scoreboard for your business.

We pair deep financial analysis (pricing, profit, cash flow, capacity) with dashboards that pull your key numbers from tools you already use — like QuickBooks, your CRM, scheduling, and payments. Instead of a pile of reports you never read, you get a simple visual picture of:

  • Where the money is coming from

  • Where it’s leaking out

  • What needs to change to hit your goals

It’s the Magic of Numbers: turning raw data into decisions you actually feel good about.

What is Dashboard + Fractional CFO?

The Process

  • We start with a focused strategy session to understand your business model, offers, team, and goals.
    Together we clarify:

    • What “winning” looks like for you (profit, owner pay, growth, freedom)

    • The questions you’re constantly asking about your numbers

    • Where your current financial systems are helping and where they’re holding you back

    You walk away with a clear list of the metrics that matter most.

  • Next, we translate your goals into a dashboard blueprint.

    We define:

    • The 10–20 core KPIs you need to watch (revenue, profit, cash, AR/AP, capacity, lead flow, etc.)

    • How those metrics connect to each other

    • What should be visible weekly vs. monthly vs. quarterly

    Then we map out how it should look on screen.

    Clean, visual, and easy to review in under 15 minutes.

  • This is where the nerd magic happens.

    Behind the scenes, we:

    • Connect your systems (QuickBooks Online, spreadsheets, CRMs, scheduling, payment processors, etc.)

    • Clean and organize the data so it’s decision-ready

    • Build your custom dashboard in our chosen dashboarding tool

    • Test, refine, and make sure the numbers tie back to your books

    You get a live, auto-updating dashboard instead of manual spreadsheets.

  • Once your dashboard is live, we sit down and walk through what it’s telling you and what to do about it.

    In these sessions we might:

    • Spot trends in revenue, margin, or cash flow

    • Identify unprofitable services, clients, or projects

    • Test pricing changes, hiring decisions, or capacity scenarios

    • Build simple forecasts so you can see the impact of decisions before you make them

    This is where the dashboard stops being “pretty charts” and becomes your playbook for next steps.

  • Many clients choose to keep Joystone on as their Fractional CFO + dashboard partner.

    Ongoing support can include:

    • Monthly or quarterly financial review meetings

    • Updated forecasts and scenario planning

    • Dashboard tweaks as your business evolves

    • Accountability to stay focused on your key numbers

    You get a long-term thinking partner who knows your numbers and your business — without adding a full-time executive to payroll.

Why Pair This with Joystone Bookkeeping?

Our bookkeeping packages lay the groundwork: clean books, reconciled accounts, organized records.

Fractional CFO with Dashboarding builds on that foundation:

  • Bookkeeping tells you what happened.

  • Dashboards + CFO strategy help you decide what to do next.

Together, they give you a clear, confident, numbers-backed way to lead your business.

Ready to see your numbers differently?

If you’re ready to move beyond “hoping it all works out” and start steering your business with real visibility, let’s talk.

We’ll start with a no-pressure discovery call to see if Fractional CFO with Dashboarding is the right next step for you and your business.