What We Build
- Executive KPI dashboard refreshed monthly
- Location, service-line, or provider-level P&L views
- Cash-on-hand and days-of-runway tracking
- Owner-focused scorecard highlighting the 5-7 metrics that matter most
- Written commentary explaining what changed and why
Industry-Specific KPIs
We tailor dashboards by industry. Examples:
- Medical & Dental: production per provider, collections %, no-show rate
- Salons & Spas: service revenue per chair, retail attach rate, membership retention
- Law Firms: realization, WIP aging, billable-hour capture
- Trades & Home Services: average ticket, close rate, job margin
- Franchise / Multi-Location: same-store sales, location P&L ranking
Serving Cherry Hill & South Jersey
Dashboards are included in Growth Advisory and Fractional CFO engagements, or available as a one-time build. Serving Cherry Hill, Marlton, Moorestown, Mount Laurel, Voorhees, Medford, and remote NJ/PA clients.
Frequently Asked Questions
What KPIs should my business track?
It depends on your model. Service firms often watch revenue per provider, utilization, gross margin, and cash days on hand. Multi-location businesses add location-level P&L and same-store growth. We design KPIs around the decisions you make.
What tools do you use for dashboards?
We commonly build in Google Sheets, Excel, and lightweight BI tools that pull from QuickBooks. The goal is a dashboard your team will actually open — not a six-figure BI stack.
Is this the same as advisory?
KPI dashboards are the reporting layer under our Growth Advisory and Fractional CFO services. You can also engage us for a one-time dashboard build if the rest is handled.
How much do your services cost?
Pricing depends on your business complexity, transaction volume, and the service level you need. After a complimentary Discovery Call we send a tailored proposal with a flat monthly fee — no surprises.
Do you work with businesses outside Cherry Hill?
Yes. We serve clients throughout South Jersey including Marlton, Moorestown, Mount Laurel, Voorhees, and Medford, as well as remote clients across New Jersey and Pennsylvania.
What accounting systems do you support?
We work with QuickBooks Online, QuickBooks Desktop, Xero, and other cloud accounting platforms. If you need to migrate systems we can lead the transition.
Related Pages
Services
Ready to Get Clarity?
Schedule a complimentary 30-minute Discovery Call. No obligation, practical conversation, clear next steps.
Book Your Discovery Call