Zero to CFO
Bookkeepers, Controllers, & CFOs
Do you want to build your passive recurring revenue?
I create extraordinary financial dashboards - to provide your clients with precise insights, positioning you as their strategic partner for all things financial and simplifying your tasks.
And I share my monthly recurring revenue with you.
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It's at least 10 times easier talking a client through a visual dashboard than talking them through financial statements.
A custom dashboard will provide your clients with greater insights, simply and with clarity.
If you want to see a demo of simple dashboard, here is a Sample Dashboard Link
Watch this video to see how clear a financial dashboard can make things for your clients.
How will this benefit my clients or employer?
Affiliate Details
Benefits of affiliate program:
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Anyone can participate as an affiliate. You do not need to be an accounting professional
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If you are such a professional, you get the benefit of providing a great financial tool to your clients and a tool for yourself if you're involved at all in financial analysis
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Monthly referral fees to affiliates are $200 for Dashboard Level 2 and $100 for Dashboard Level 1 for the 1st 10 clients. Starting with client 11, that goes to $250 and $125.
Restrictions:
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Fees are paid only after 30 days from payment by client
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Client must sign up at regular full price
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Client must be referred in a way that attribution is clear (so there is no question where the referral came from) and timely
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A client referred by two people will be paid to the 1st referrer only
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I reserve the right to cancel a client and stop referral fees on those clients
The above is subject to change without notice
What to expect
When you have me set up one of your clients with a dashboard, I meet with the client to learn about their business, I research the industry to determine what metrics have the biggest impact on their bottom line, and I build and revise the dashboards in multiple meetings with them. If you're an accounting or finance professional, it's preferable for you to be involved in those meetings.
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Within 1 week, I usually have the dashboards ready for use, with some minor adjustments over the next couple of weeks.
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Most small business owners aren't very connected with their data. It's even more rare to find one that consistently uses their data for strategic decision-making.
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By providing a dashboard, you not only simplify monthly reporting, but you give clients a way to see how changes in their behavior will affect their bottom line.
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I regularly have clients express amazement at how clear the information is presented.
"This is awesome", "This is amazing", "We've never had this kind of information before".
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If you want to hear that from your clients, and make some money in the process, let's talk.