For small business owners

Your numbers,
clear every period.

We work directly with you and your bookkeeper to turn your financial data into a plain-language dashboard that tells you where your business stands and what needs your attention.

Learn about direct service
For accounting and bookkeeping firms

Add a high-margin service
your clients already want.

Offer branded CFO dashboards to your small business clients under your firm's name. We build and deliver every dashboard. You take the credit and keep the margin.

Learn about partnerships
6
KPIs per dashboard, ranked by financial impact
3+
Years delivering financial clarity to small business owners
2
Ways to work with Line Strategies
$M
In savings and efficiencies identified across client engagements
Two ways to work with us

The same dashboard product.
Two different paths to it.

Whether you are an accounting firm looking to add a service line or a small business that wants direct financial clarity, the dashboard is built the same way. What changes is who we work with to get there.

For small businesses

Direct dashboard service

You hire us directly. We work with your existing bookkeeper to pull your financial data and turn it into a dashboard you can actually use.

  • We coordinate directly with your existing bookkeeper
  • No need to change your accounting setup
  • Plain-language dashboard built for how you run your business
  • Monthly, weekly, or daily cadence — your choice
Learn more
For firms

White-label partner program

You enroll your clients. We build and deliver every dashboard under your firm's brand. Your clients see your name. You earn the margin.

  • Dashboards delivered under your firm's name and branding
  • Zero additional overhead on your team
  • High-margin recurring revenue on every enrolled client
  • Standardized pricing — you set your client-facing rate
Learn more
What's in every dashboard

A complete financial picture.
Every period, without the work.

Regardless of how you come to us, every dashboard is built the same way: a complete financial briefing your client can open and immediately understand.

KPI scorecard and financial summary

Six KPIs ranked by financial impact, plus a P&L summary, cash position, and runway. Re-ranked every period so you always know where to look first.

Variance notes and forward look

Plain-language notes on every metric that moved materially, plus a forward look section anchored to specific dollar figures.

A/R aging review and anomaly flags

Overdue receivables surfaced with dollar amounts and aging buckets. Any metric that moves 10x from prior periods is flagged with urgency tags.