Client Finance Dashboard & Advisory
A live, always-on view of your numbers in the Clarity Portal - with monthly advisory commentary from Ivelina.
A live, visual, always-on dashboard experience inside your Clarity Portal, paired with an ongoing personal advisory relationship. Instead of waiting for a monthly document, you log in and see today's revenue, cash, aged debt and KPIs. Each month Ivelina adds written commentary, spots trends and advises on next steps - a relationship, not just a report. Best for founders who want an at-a-glance real-time view plus a regular sounding board.
Background
Client Finance Dashboard & Advisory is the live, always-on view of your business - the Clarity Portal - paired with an ongoing personal advisory relationship with Ivelina. Instead of waiting for a monthly document to land, you log in and see today's revenue, cash position, aged debt and KPIs at a glance.
Each month, Ivelina adds written commentary, highlights the trends that matter and gives personal advice on what to focus on next. This is the service for founders who want a real-time, visual view of the business plus a regular sounding board - not a formal board pack. It sits alongside Management Accounts & Reporting, and many clients take both: one gives you real-time clarity and a relationship, the other gives you the formal monthly document.
What's included
- Live Clarity Portal dashboard - revenue, cash, aged debt and KPIs at a glance
- Real-time visibility between formal month-end cycles
- Monthly written commentary and personal advice from Ivelina
- A regular advisory touchpoint, not a full-time finance hire
Typical outcomes
- Today's numbers in view, not last month's
- Early warning of cash, margin or debtor issues
- A trusted monthly sounding board for decisions
- An always-on view of the business between reporting cycles
Challenges I solve
- Only seeing the numbers weeks after month-end
- No live view of cash, aged debt or KPIs between reporting cycles
- Wanting a monthly advisory conversation without hiring a full-time FD
- Spreadsheets and software dashboards that don't tell you what to do next
- Missing early warning signs between formal reporting periods
- Founders who want a relationship, not just a report
How I work
- 01
Discovery
I learn about your business, goals and the KPIs that actually matter to you day to day.
- 02
Dashboard Build
I set up your Clarity Portal dashboard - revenue, cash, aged debt, margins and the KPIs you care about.
- 03
Live Data
I connect your accounting data so the dashboard reflects a live, up-to-date picture rather than a monthly snapshot.
- 04
Monthly Commentary
Each month I refresh, review and add written commentary on what's changed and why.
- 05
Personal Advisory
Alongside the numbers you get personal advice from Ivelina on what to prioritise next - an ongoing sounding board, not just a report.
Why it matters
- Today's numbers in view - not last month's
- Early warning of cash, margin or debtor issues between reporting cycles
- A regular monthly touchpoint with an experienced finance professional
- Founder-friendly visuals rather than accounting jargon
- An ongoing advisory relationship without the cost of a full-time hire
- Clarity between formal month-ends, not just at them
Who it's for
- Founders who want a live, at-a-glance view of the business
- Owners who value an ongoing advisory relationship over a formal pack
- Growing companies that need regular oversight without a full-time FD
- Businesses that already have (or don't need) statutory-style monthly accounts, but want commentary and advice
- Anyone who wants a monthly sounding board on the numbers
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