Client Finance Dashboard & Advisory
Your live financial dashboard, with monthly advice from Ivelina.
Every client gets a personalised finance dashboard — a clear, visual overview of the numbers that matter most. Revenue, profit, cash flow, expenses and KPIs in real time, with written commentary and advice each month. More than a reporting tool: an ongoing advisory relationship.
Background
Understanding your finances shouldn't mean wading through spreadsheets. That's why I build each client a personalised finance dashboard — a clear, visual overview of the numbers that matter most to your business.
Your dashboard tracks revenue, profit, cash flow, expenses, and key performance indicators in real time. Each month, I update your data and provide written commentary and advice so you always know where you stand and what to focus on next.
This is more than a reporting tool — it's an ongoing advisory relationship, combining technology with personal expertise to keep you informed and in control.
What's included
- Custom interactive finance dashboard
- Revenue, profit, cash flow & expense KPIs at a glance
- Monthly data updates and trend analysis
- Personal monthly advice and commentary from Ivelina
Typical outcomes
- One source of truth across your finance stack
- Decisions made on today's numbers, not last month's
- Early warning of issues and opportunities
- An ongoing advisory relationship without a full-time hire
Challenges I solve
- Struggling to see the full financial picture at a glance
- Relying on outdated or hard-to-read spreadsheets
- No time to prepare or interpret monthly reports
- Making business decisions without clear financial data
- Wanting expert advice but not needing a full-time finance manager
- Difficulty tracking KPIs and spotting trends early
How I work
- 01
Discovery
I learn about your business, goals, and the KPIs that matter most to you.
- 02
Dashboard Build
I create a custom interactive dashboard tailored to your business, covering revenue, profit, cash flow, expenses, and more.
- 03
Data Integration
I connect your accounting data so the dashboard reflects your real numbers.
- 04
Monthly Updates
Each month I refresh your data, analyse trends, and update your dashboard.
- 05
Personal Advisory
You receive written commentary and actionable advice alongside every update — not just numbers, but what they mean.
Why it matters
- Clarity – see revenue, costs, profit, and cash flow in one place
- Confidence – make decisions backed by accurate, up-to-date data
- Time savings – no more manual report preparation or spreadsheet wrangling
- Expert insight – monthly advice from an experienced finance professional
- Early warning – spot issues and opportunities before they become critical
- Accountability – a regular touchpoint to keep your finances on track
Who it's for
- Small business owners who want clear visibility of their finances
- Growing companies that need regular financial oversight without a full-time hire
- Directors who want KPI tracking and trend analysis at their fingertips
- Businesses looking for an ongoing advisory relationship with a finance expert
- Anyone tired of deciphering spreadsheets and wanting a modern, visual approach
Frequently asked
Your questions, answered.
See how this fits your business.
A 30-minute call, no obligation — we'll map this onto your numbers.
Book a discovery call