Add a service your clients
have been asking for.
Without adding headcount.
The Financial Dashboard Service is built for accounting and bookkeeping firms. You bring the client relationships. We deliver a branded CFO dashboard for each one, under your firm's name, on the cadence that works for each client.
One setup. Every client covered.
We configure everything around your firm once, then handle dashboard production for each client on an ongoing basis. You review and deliver. Your clients see your name on it.
Firm setup
We configure your master file, Drive structure, branding, and export settings. Most firms are live within two weeks of kickoff.
Client onboarding
For each client you add, we calibrate their six KPIs, configure their dashboard template, and set their delivery cadence.
Dashboard production
We pull each client's accounting data, build the dashboard, and deliver it to your review folder within five business days of period close.
You deliver
You send the finished dashboard to your client under your firm's name. Line Strategies operates entirely in the background.
A margin opportunity
built into the service.
Partner pricing is standardized and structured in three parts. You set your own client-facing rate, keeping the margin between what you charge and what you pay us.
You set the client-facing rate. Our pricing to you is standardized. What you charge your clients is entirely up to you, giving you full control over your margin on every dashboard you deliver.
Built to give your clients
clarity, not just data
Every dashboard is produced from your client's existing accounting software export. No new tools on their end. We translate the raw numbers into something a business owner can read and act on.
Six KPIs ranked by financial impact
We identify the six metrics with the highest impact on each client's specific business and re-rank them every period. Owners always know where to look first.
Plain-language driver notes
Every metric includes a plain-language explanation of what changed, why it moved, and what the owner should do about it.
Anomaly flagging
Any metric that moves 10x from prior periods is flagged automatically. Your clients catch issues early, and your firm looks like it never misses a thing.