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 client under your firm's name. Your clients can also access the service directly from us, but when they come through you, every touchpoint reflects your firm.
One setup. Every client covered.
We configure everything around your firm once, then handle dashboard production for each client on an ongoing basis. Each dashboard is delivered to your clients under your firm's name, with no manual handling required on your end.
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, and set their delivery cadence.
Dashboard production
We pull each client's accounting data, build the complete dashboard, and deliver it within five business days of period close.
Your client receives it
The dashboard is sent to your client under your firm's name. The email, the branding, and every touchpoint reflects your firm. Line Strategies is never visible to the end client.
A high-margin service line
with zero additional work.
You take the credit. We do the work.
We handle everything: building, formatting, and delivering each dashboard directly to your clients. The work stays entirely off your plate.
Pricing is standardized. You set your client-facing rate. The margin between what you charge and what you pay us is yours entirely.
Clients receive consistent, professional financial reporting under your firm's name. When they think about their finances, they think about you.
This is the between-engagement touchpoint that turns a transactional relationship into a year-round one.
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 delivered.