Services

What we build and
how it works

Line Strategies produces CFO dashboards built from your clients' accounting data, delivered under your firm's name if you are a partner firm, or directly to you if you are a business owner. Here is what goes into each one.

What's in every dashboard

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

Each dashboard is a self-contained briefing. The recipient opens it and immediately knows how the business performed, where it stands, and what deserves attention.

01

Performance

How the business performed this period. Revenue, margin, and profitability against the prior period, with plain-language context on what moved and why.

02

Position

Where the business stands right now. Cash on hand, runway, and outstanding receivables, so the owner always has a clear read on liquidity.

03

Forward look

What is coming in the next period. Each item is specific and dollar-anchored, so the owner finishes the briefing knowing not just what happened but what to prepare for.

Delivered on your timeline. Monthly, weekly, or daily, we configure each dashboard to match the cadence that is useful for how the business actually operates.

Two ways to access the service

Through your accounting firm.
Or directly from us.

The dashboard is the same regardless of how you access it. The delivery model is what differs.

Via a partner firm
Delivered under your accounting firm's name

If your accounting or bookkeeping firm is a Line Strategies partner, they can offer this service to you directly. The dashboard is delivered under their name, and they handle the client relationship.

For firm owners →
Direct from Line Strategies
Delivered directly to you

If you are a small business owner looking for this service independently, we work directly with you. Your bookkeeper continues doing what they do. We build on top of the data they produce.

For business owners →
FAQ

Common questions

How does onboarding work?
For firm partners, we start with a 60-minute setup session covering branding, client roster, and export settings. For direct clients, we walk through your bookkeeper's data format and set your cadence. Most setups are complete within two weeks of kickoff.
What accounting software do you work with?
We work with most major accounting platforms. Compatibility is confirmed during your consultation based on what your bookkeeper or firm uses.
Do I need to change anything about my current bookkeeping setup?
No. We work from the data your bookkeeper already produces. Nothing changes on their end. We simply take the existing records and build the dashboard on top of them.
How is cadence determined?
We set cadence based on what makes sense for your business. Monthly, weekly, or daily, there is no one-size requirement. We confirm this during onboarding.
How do pricing and structure work?
Pricing is standardized and structured around cadence. Specific figures for both the partner program and the direct service are shared during your consultation.